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Live Webinar: Best Practices in Identifying and Preventing Life Insurance Fraud

Best Practices in Identifying and Preventing Life Insurance Fraud

Life insurance fraud is becoming more common, learn how to detect these acts and prevent them from happening. The insurance industry is among the most heavily regulated industries in America.

Live Webinar December 15, 2020 1:00pm EST

ACFE, CLE, CPE credit available

OnDemand Course: Preventing and Recognizing Financial Elder Abuse

Preventing and Recognizing Financial Elder Abuse

Recognize and prevent financial elder abuse.This topic will help you define and recognize elder abuse. You will also be able to explain elder abuse and what can be done to prevent it.

Available as OnDemand Course, MP3 Download

Live Webinar: Fundamentals of Kinship Proceedings and How They Occur

Fundamentals of Kinship Proceedings and How They Occur

Learn planning solutions and how to identify potential issues in kinship proceedings. This topic will discuss kinship proceedings in New York State.

Live Webinar December 10, 2020 1:00pm EST

CLE, Enrolled Agents credit available

OnDemand Course: Estate Freeze Due Diligence

Estate Freeze Due Diligence

Learn to recognize the techniques in which it should be applied in relation to different types of estate freezes. An estate freeze is a power strategy for wealth management - but you don't have to be an insider to...

OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

All About ABLE: Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients. This topic will provide an overview of the Achieving a Better Life Experience...

OnDemand Course: Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected.The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698 per...

Available as OnDemand Course, MP3 Download

OnDemand Course: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future.With the ever-changing economy and the aging population, more individuals and couples are seeking...

Available as OnDemand Course, MP3 Download

CLE credit available

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