Life Insurance and Charitable Giving 1 Credit
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Is the concept of insurance putting you to sleep? It's time to jolt your understanding awake! Discover the captivating possibilities that life insurance offers as a valuable asset for both charitable causes and family security. This comprehensive course delves into the art of positioning life insurance to create maximum impact, utilizing innovative yet straightforward tax-efficient strategies.
From the basics to the nuanced, this webinar will navigate you through the intricate landscape of life insurance. Gain insights into leveraging its potential to achieve both financial goals and philanthropic aspirations. Guided by expert instructor Richard Peck, you'll learn how to transform a seemingly mundane topic into a dynamic tool for wealth optimization and impactful giving.
Uncover the secrets of structuring life insurance to align with your financial objectives. Whether you're interested in safeguarding your family's future or leaving a lasting charitable legacy, this webinar will equip you with the knowledge and strategies to make the most of life insurance's potential.
Don't snooze through this opportunity! Wake up to the possibilities that life insurance brings to the table.
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| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Charitable Giving for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321322) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Charitable Giving for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Charitable Giving for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Life Insurance for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Charitable Giving for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321322) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Charitable Giving for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Charitable Giving for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Life Insurance for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Charitable Giving for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321322) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Charitable Giving for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Charitable Giving for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE045) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Life Insurance for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Charitable Giving for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 321322) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Charitable Giving for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Charitable Giving for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Charitable Giving for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Insurance Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.
For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.
Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.
Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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