Insurance Planning
 
Find courses that cover the analysis and evaluation of risk exposures and insurance, health, disability, long-term care, life insurance and annuities.


Insurance Planning (CE Credit)
Collapse A Close Look at Long Term Care Solutions for Your Clients - On Demand

Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Matthew Anderson, president of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.

 

Level of Complexity: Intermediate

Formats Available: Streaming
Original Course Date: August 24, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE A Close Look at Long Term Care Solutions for Your Clients - On Demand
    Collapse An Introduction to Long-Term Care Planning - On Demand

    Protect your clients from the potential high cost of long-term care. Discover options for care, funding considerations, and how you can help clients plan ahead.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: June 14, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE An Introduction to Long-Term Care Planning - On Demand
    Collapse Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand

    Most Americans are not saving enough for retirement. Further, we underestimate how much of retirement income will be spent on health care costs. Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency today coupled with the flexibility to meet retirees’ changing needs as they age. Join this session to learn how HSAs may benefit your clients and how incorporate them into their financial plans.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: September 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand
    Collapse The Top 50 Insurance Planning Mistakes and How to Avoid (Fix) Them - On Demand

    Learn how to avoid and fix the most common life insurance planning mistakes in both estate planning and in an employee benefit context.

    Learning Objectives

    • Identify and avoid potential insurance planning mistakes.
    • Identify ways to fix mistakes that have already occurred.
    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Top 50 Insurance Planning Mistakes and How to Avoid (Fix) Them - On Demand
    Collapse Why Long-Term Care is a Critical Component of Your Client

    Many of your clients are or may become a caregiver in the near future. Join this session to learn why extended care is a critical component of a retirement portfolio and how to address long term care issues with your clients.

     

    You Will Learn:

    Understand the cost implications for health and long-term services and support. Learn the role of family caregivers and their support needs. Identify strategies for communicating the need for long-term care to clients.

     

    Can't Miss Takeaway:

    You will learn current research and context of long-term care issues and strategies on how to address these challenging issues with your clients.

     

    Who Should Attend?

    All financial planners wanting to learn more about long-term care and how to address it with clients.

     

     

    Formats Available: Streaming
    Original Course Date: September 09, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Why Long-Term Care is a Critical Component of Your Client
    Insurance Planning (No Credit)
    Collapse Understanding the Advantages of Association Group Insurance Benefits

    This risk management and insurance planning presentation will focus on the advantages of association group disability and term life plans using the FPA benefit plans as a basis of comparison between association, employer and privately owned coverages.

     

    Upon completion of this program, participants will be able to:

    Appreciate association benefit plans in general and specifically become educated on what is available from FPA.

     

    Can't Miss Takeaway:

    Many advisor's clients are also eligible for some form of association group insurance benefits and this presentation will help advisors identify those benefits.

     

    Who Should Attend?

    Any advisor conducting comprehensive financial planning.

    Formats Available: Streaming
    Original Course Date: May 04, 2016
    ADD COURSEADD COURSE Understanding the Advantages of Association Group Insurance Benefits