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Insurance Planning


APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
84 Course Bundle
$195/month
APEG Membership for the SPS Family
A Community of Professionals Engaged in Comprehensive Planning
81 Course Bundle
$2,295/year
Customized Course for Advisor Group
Ongoing Professional Development
82 Course Bundle
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
82 Course Bundle
$1,495/year
APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$795
Virtual Library - An Educational Subscription Platform
Access our extensive library of one-hour courses to enhance your knowledge of Comprehensive Financial Planning
72 Course Bundle
$39/month
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
$79
New Administration, New Taxes? What an Advisor Needs to Know
July 21, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$79
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
$79
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
“What Practitioners Should Be Telling Their Clients Now!!”
May 19, 2021
Martin M. Shenkman Martin M. Shenkman
$79
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Michigan Auto Insurance – No-Fault Reform
September 9, 2020
Ben Rathbun, M.B.A. Ben Rathbun, M.B.A.
FREE
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Planning Opportunities for Clients in an Unpredictable World
August 25, 2020 - Prepared for Woodbury Financial Services
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Flood: The Client's Risk Exposure
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
$79
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
$79
Why do you do what you do?
An insurance agent's responsibility to offer reassurance to clients in the COVID crisis.
Ron Rubin, CLU, ChFC Ron Rubin, CLU, ChFC
$79
Why Now? The Return of the I.L.I.T.
Learn about the effective wealth transfer techniques that mitigate potential Estate Taxes.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Home, Auto and Excess Liability
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
$79
Life Settlements: Today's Issues and Opportunities
When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn Jamie L. Mendelsohn
$79
The Missing Piece of Financial Planning: Prop. & Casualty Insurance
The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
$79
Addressing a Long-Term Care Event
Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Foundations: Risk Management Single Topic
Single Topic Course Only
Terry Altman,CFP,CLU Terry Altman,CFP,CLU
$295
Enterprise Planning Essentials for Producers Choice Network
Ongoing Professional Development
Contact Us 800-568-2444 Contact Us 800-568-2444
$1,995/year
APEG Foundations of Financial Planning for Producers Choice
Customized for the Producers Choice Network
Foundations Team Foundations Team
$795
APEG FOUNDATIONS FOR MEMBERS ONLY
Customized for existing Members of the Advanced Planning Educational Group, Inc.
Foundations Team Foundations Team
APEG Foundations of Financial Planning for Woodbury Financial Services, Inc.
Customized for Woodbury Financial Services, Inc. and the Advisor Group
Foundations Team Foundations Team
$795
APEG Foundations of Financial Planning for SPS Family
Customized for the Sigma Parkland Securities Family
Foundations Team Foundations Team
$795
Oakland University - Foundations of Financial Planning 2020-2021
Oakland University Course # PFP 37010
Foundations Team Foundations Team
$795