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Webinar - Sources of Premium Payments

In response to Covid19, FSP Hartford will continue to provide quality, low cost educational offerings as online webinars with CE for CT State Insurance and CFP.    Once registered, you will receive an email about 2 weeks prior to the webinar from Association Office (customercare@gotowebinar.com) with call in and log in information.  As we get closer to the event, we will also send you tips, instructions and webinar rules.        
 
If you are paying by credit card, please use the Pay Now buttons to the right.  We do not accept cards over the phone.   If you are mailing check, use the Pay Now button and provide us with more information and check off sending check.  Or,  you may use the registration options at the bottom of this page.
 
This program is sponsored in part by:
 
 
CRUMP
 
 
WINTRUST 

Thursday, October 15, 2020
9:00 AM - 11:00 AM

Location

Convenience of your home or office
   
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee

Guest Fee

Agenda

 


Steve Kroeger, CLU®, HIA®, MBA
Senior Director, Advanced Sales
Crump Life Insurance Services

Ryan Mattern
Director, Advanced Sales
Crump Life Insurance Services

Oct 15 2020 9:00AM


Executive Benefit Split Dollar Life Insurance Planning




Hugo A. Tomasio, JD
Principal
Southport Compass, LLC

Patrice Louis
Vice President, Northwest Region

Oct 15 2020 10:10AM


Financed Life Insurance Premiums: A Flexible Funding Solution


This one-hour course will provide information on financing of life insurance premiums, client profiles, lender and life insurance product designs, and why financing remains a relevant solution for clients in today’s environment. This course is designed to help advisors to:
• Understand the Ken Fisher’s Objections to annuities
• Understand the financing landscape of products ad lenders
• Understand the misconceptions about premium financing
• Understand the benefits and advantages of premium financing



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
Oct 15, 2020 Executive Benefit Split Dollar Life Insurance Planning Steve Kroeger, CLU®, HIA®, MBA Ryan Mattern 9:00 A info info
Financed Life Insurance Premiums: A Flexible Funding Solution Hugo A. Tomasio, JD Patrice Louis 10:10 A info info



Registration Fee
Member
$15.00
 
Non-Member
$30.00