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40+
Years of Experience4.6/5
Average Rating87%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
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Average
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SS
Good lesson to learn annuity in details.
SS
Informative. Thank you.
TF
This class was very interesting. It just needed to more time.
DS
I am happy to have a better understanding of annuity as an investment as well as learning about the way they are taxed and reported to clients.
DL
Excellent presentation!
MM
thank you
PC
Was very basic. It felt as if he was bias towards insurance. Would have been more realistic to explain the downsides of using ULs for retirement income.
EM
Excellent presentation about the many things to consider with retirement planning. I had not considered the benefits of Universal Life Insurance as part of that plan. The presenter is correct that we do a poor job with retirement planning. Financial planners like him who are also fiduciaries can really help clients to navigate this complex and vitally important topic. Thank you.
MH
Very informative and great presenter. I really learned a lot!
MR
good overview
TB
Great content!
HS
Liked the examples
Drew Stevens | CSA, CFF
Stevens Performance
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