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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
As an Independent Certified Financial Planner (CFP) for the last 35 years, it’s been a personal experience for the speaker, Henry Montag, that most people aren’t familiar with their life insurance portfolio.
They’ll know how much coverage they have, and they’ll know the name of the company, but they won’t know how long their coverage will last, nor the extent of the risk they share with their insurance company that determines whether that time is guaranteed.
In the early 1980s, life insurance was like a Carvel Ice cream store where the choices were Chocolate, Vanilla, or Strawberry, (Term or Whole Life Insurance).
Today that Ice cream store is more like a Baskin Robbins with 18 flavors. (Guaranteed and Non-Guaranteed Universal Life Ins, Indexed Universal Life Ins, Variable Universal Life Ins, Private Placement Life Ins, in addition to the Term and Whole Life Ins.). Each type of policy shares a varying percentage of the risk with the insured, which determines whether the coverage will or won’t last for the rest of the person’s life, based on their continuing to pay the current premium. Most individuals however are not aware of that fact.
Join this CPE webinar on Finance to understand all the basics of Life Insurance!
Major topics covered in this Online Course:
Managing Partner, The TOLI Center East
I as the managing partner of The TOLI Center East help people better understand their life Insurance portfolio regardless of whether a person owns their life Insurance policy individually or through a trust. Whether the person is a CPA, an Attorney, or another type of an advisor, one thing remains the same. Most people are not familiar with their life Ins and incorrectly assume that their coverage will be there for the rest of their lives.
But because the majority of life insurance purchased over the last 25 years is Not Guaranteed and has significantly been affected by years of decreased interest rates and neglect on the part of the amateur trustee that wasn’t aware that they should have been increasing the annual premium, an increasing percentage of those policies are now expiring years earlier than anticipated.
Lastly, Life Insurance today is an 'Asset Class' and as such
can significantly benefit the Insured with its 'Living Benefits' as well as the
beneficiary with its traditional death benefit.
The more you and your clients know about your & their life insurance portfolio, the better off everyone’s family will be.
Co-authored American Bar Association Flagship book ‘The Advisors’ & Trustees’ Guide to Managing Risk. Featured in Bloomberg, Trust & Estates, NYS Bar Association, Accounting Today, Tax Stringer, Wall Street Week TV, Fox News, Wall Street Journal, Investor’s Business Daily & More ★
Contact me at ✉ henry@thetolicentereast.com or ☎ 516-695-4662. Visit ? www.thetolicentereast.com
★ Clients Say ★
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
51 Ratings
Excellent
30
Very Good
14
Average
7
Poor
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Terrible
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EB
Jun 16th, 2022
Some of my clients have requested recommendations for type of insurance. This was the best seminar I have had that explained reasons for different types of life insurance.
RPSC
Mar 30th, 2022
WE REALLY LIKED THE PRESENTATION, AND MANAGED TO GET EXPLANATION TO OUR SEARCHING QUESTIONS. THIS WEBINAR WAS VERY USEFUL TO SEVRAL SMALL PRACTITIONERS.
ML
Aug 9th, 2022
All insurance is confusing to me. He did well to clarify things for me. I will sign up for his future webinars
FS
Dec 27th, 2022
Good course, the slides were not the best but the presenter was very knowledgable about the subject.
SK
Mar 31st, 2022
Learned the basics of life insurance and a lot more
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
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A: You can manage them through your certificate dashboard when logged into your account.
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