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OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Annuity Tax and Pension Planning

Annuity Tax and Pension Planning

Learn which annuity will be most beneficial to your client.Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose.

OnDemand Course: Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, Video, Video, Video, Video

OnDemand Course: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

OnDemand Course: Guardianship and Conservatorship: Essentials of and What to Avoid

Guardianship and Conservatorship: Essentials of and What to Avoid

Gain a better understanding of the how to represent clients in a guardianship or conservatorship matter. Many practitioners are not familiar with the probate court and do not know how to effectively represent their...

OnDemand Course: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

OnDemand Course: Legal Dangers of Outdated Estate Plans

Legal Dangers of Outdated Estate Plans

Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated. Trusts instruments generally have three primary purposes: the orderly disposition of assets, avoidance of probate,...

OnDemand Course: Post-Mortem Estate Planning

Post-Mortem Estate Planning

Gain an understanding of how income tax and estate planning are affected once a client passes away.Attorneys for fiduciaries of estates and testamentary trusts must provide proper advice to their fiduciary clients.

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

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