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Insurance Planning


APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
100 Course Bundle
$1,495/year
Exclusive SPS Family Membership
An SPS Community Committed to Financial Planning
92 Course Bundle
$1,495
Advisor Group Jump Start - Cohort 4
December 2022 Cohort
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
99 Course Bundle
$695/year
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Flood: The Client's Risk Exposure
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
Home, Auto and Excess Liability
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
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
The Missing Piece of Financial Planning: Prop. & Casualty Insurance
The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Addressing a Long-Term Care Event
Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Foundations: Risk Management Single Topic
Single Topic Course Only
Terry Altman,CFP,CLU Terry Altman,CFP,CLU
$295