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IIAW Webinar: Protecting Your Most Valuable Asset
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3 CE Approved

9/21/2017
When: Thursday, September 21, 2017
8:00 AM - 11:00 AM
Where: IIAW Webinar
United States
Contact: Katie Goswitz


Online registration is closed.
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COURSE TOPICS

Clients spend much of their time and energy focusing on protecting the “things” they possess and overlook the need to insure him or herself. Learn how to help your clients to protect his or her ability to produce income with the same care and skill you use to insure their personal and business assets. Examine six key areas that impact your client’s income and discover proactive steps you can take to protect this most valuable asset. Disability Income, Long Term Care (LTC)

Insurance, Life Insurance, and the Affordable Care Act and its impact on health plans will be highlighted. Discover the key steps in developing a systematic savings and/or investment plan and explore the differences between an IRA, 401(k), and Mutual Funds. Evaluate ways to help clients prepare for retirement, including the effects of taxes, and how trusts and the proper titling of property can be used as part of his or her comprehensive financial plan.


CONTINUING EDUCATION

This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits.

 

REGISTRATION INFORMATION

Course fee is $39.00 for IIAW members, $57.00 for non-members. The IIAW will email a Webinar Invitation to you for the scheduled class approximately 24 hours before the webinar begins, along with any other required forms.

Adobe Flash Player is required to view the webinar. A link for a free download will be included in the Webinar Invitation.

 

CANCELLATION POLICY

A written request for a one-time transfer of the full registration fee to another scheduled IIAW webinar or a refund less a $5 cancellation fee may be made up to 24 hours before the beginning of the webinar for which the individual is registered. Substitutions are welcome — please email notification of name, license number, and email address for receiving login information

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