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Life Insurance & Financial Planning

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Long Term Care Fundamentals

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Personal Life Insurance Planning

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Variable Universal Life Insurance

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Annuities

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ethics for financial planner

Ethics for the Financial Services Practitioner

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Universal Life Insurance

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2025 How Fixed, Variable and Index Annuity Contract Provisions Affect Consumers

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Ethical Considerations in Selling to Seniors

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Some of the comments received on our courses over the years are shown right here.

Great material and very pertinent information.

user09

CFP, WI

Excellent course, easy to understand.

user11

CFP, WI

Over the last several years I have taken a number of your self-study courses. I find them well-written, organized and most of all, up-to-date. Thank you for the professionalism in your courses that I do not find in many other CPE products – I actually look for yours now!

user08

CPA/CFP, CA

It was awesome!

user13

CFP, WI

Just a quick shout out to you for your wonderful course 2022 Tax Filing Season Update. What a remarkable high quality job—great reference materials and I think the computational questions, while trick, were brilliant. I am very impressed! Keep up the good work!

user01

CPA, MST. NY

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