NAEPC Webinar: Life Insurance as an Asset Class
Thank you to this month's webinar host: Wells Fargo Private Bank. They will also provide lunch for up to 25 people in their large conference room.
The Estate Planning Council of Riverside County has received a full year subscription to the monthly Webinars provided through NAEPC (with credit) for the remainder of the year as part of our Council of Excellence Recognition.
ABOUT THE WEBINAR
Life Insurance as an Asset Class (LIAC) contextualizes life insurance within the principles of financial planning. Starting with risk tolerance to direct the client’s attention to selecting appropriate policy styles, LIAC then positions those policies into the fixed-return portion of a client’s portfolio of diversified assets. This is an intermediate program.
ABOUT THE SPEAKER
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an NAEPC Estate Planning Hall of Fame® entrant and former national president of the Society of Financial Service Professionals. A 48-year veteran of the insurance industry, he has been an agent, insurance carrier executive, and for the last 20 years a fee-only insurance consultant working with businesses and ultra-high net worth individuals and families.
CONTINUING EDUCATION CREDIT
Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.