CFP® CE Provider
As a CFP® CE Provider, we offer insurance-based solutions education. We recently set up our YouTube Channel with our CE Webinar replays, allowing you the ability to listen on your time and share with team members/others in your firm or association. Contact us if you would like us to host a LIVE CFP® CE event with Q & A for your firm, study group or association.
EDU Portal for your clients
In addition to educating advisors, we help educate your clients via our EDU portal. Your clients can learn more about:
- Business continuity planning
- Long-term care stats and insurance options
- Life and disability insurance
Client EDU Portal
LTCi Options Price Grid
With our NEW long-term care presentation (LTC Planning: What Advisors Need to Know), we updated our LTCi price grid. This grid contains sample pricing for all three LTC insurance options – traditional, hybrid and life with rider at various agents and different funding options. When developing a financial plan for your client, this grid provides costs and benefit levels to add to your plan.
Request Your LTCi Price Grid
Scary Times Success Manual
Dan Sullivan, “The Strategic Coach”, published the Scary Times Success Manual years ago. “It transforms current anxieties and fear into strategic growth, progress and achievement.” Consider it a focus guide to help you spend time on the positive and give less attention to things outside of your control.
Scary Times Success Manual