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When you think about continuing education (CE) courses, you want the presentation to be:

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Insightful

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Thoughtfully developed

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Taught by experienced professionals

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Able to convert to revenue


Highland’s Consolidated Educational Services (CES) delivers just that. Our CE courses are not only engaging and relevant, but provide actionable marketing resources post-course to help take your business to the next level.

All of this at no cost.

Register and see the difference CES provides in helping you convert knowledge to revenue.

Register for 2021 CE courses now. Spaces are limited.

Highland’s Consolidated Educational Services (CES) is an approved provider of continuing insurance education in 49 states, as well as a national provider of continuing education for the CLU®, CFP®, and CPA designations.

 

Upcoming Courses

If you have already attended this session within your current licensing period, you are not eligible to receive CE credit for this course a second time. The following course is not approved for continuing education in Massachusetts, Michigan, Minnesota, and Puerto Rico. Please click on the “Register Now” button to access additional CE approval information provided under “Important Notes” on the registration page.

Life Insurance Needs Analysis—Helping Your Clients Make Sound Decisions
September 22, 2021
12:00-1:00 p.m. PT/3:00-4:00 p.m. ET

Tom KestlerThomas R. Kestler, CFP®, CLU®, ChFC®, CMFC®
CEO
Branch Development Partners

Course Description:
The life insurance planning industry has changed drastically with the onset of COVID-19. Consumers are isolated, worried, and hungry for information. Advisors are looking for guidance and tools to maintain their ability to assist clients with their life insurance needs. Learn more.

The Life Insurance Needs Analysis-Helping Your Clients Make Sound Decisions Webinar course is approved for one insurance continuing education (CE) credit through Consolidated Educational Services, Inc., a subsidiary of Highland Capital Brokerage, in all states except Massachusetts, Michigan, and Minnesota.

This course is eligible for one CFP® continuing education credit. CFP® and Certified Financial Planner® are marks owned by the Certified Financial Planner Board of Standards, Inc., (CFP Board).

In accordance with the standards of the NASBA National Registry of CPE Sponsors (ID# 107906), this course is eligible for one CPE credit based on a 50-minute hour.

Program Knowledge Level: Basic

Delivery Method: Group Live presented online due to Covid-19

Recommended Field of Study: Specialized Knowledge - Technical

Program Description: The life insurance planning industry has changed drastically with the onset of COVID-19. Consumers are worried and hungry for information. Advisors are looking for guidance and tools to maintain their ability to assist clients with their life insurance needs.

This course provides an in-depth plan for the advisor to follow in the understanding and collection of the pertinent data needed to determine the amount of life insurance necessary for their client’s security. Typical surviving family income needs following a spouse’s death are discussed with a focus on college costs for children. The role that Social Security benefits play are also discussed.

A case study is also provided to demonstrate the flexibility in using a Universal Life insurance contract in needs analysis planning as it relates to withdrawals, return of principal, adjustable face amounts (as the need for insurance decreases), and tax-free benefits.

Advance Preparation: None

Course Prerequisites: None

Cancellations are allowed up to and including the day of the course. There is no fee to attend this webinar.

Consolidated Educational Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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 addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org. For more information regarding administrative policies, including complaints, please contact our office at (908) 272-8870 x1102.

*CPAs in New York and Kansas are NOT eligible for CPE credit due to delivery method restrictions by the state boards of accountancy in those states.

For questions, please contact Jennifer Festa at jfesta@highland.com.

Register Now

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We listen. We educate. We support. And together, we can do more.


For information on continuing education, please contact CES Vice President and Registrar, Jennifer Festa, at jfesta@highland.com.

Consolidated Educational Services, Inc. is a wholly owned subsidiary of Highland Capital Brokerage, Inc.

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Consolidated Educational Services, Inc.
20 Commerce Dr., Suite 125, Cranford, NJ 07016