California

Personal Life Insurance Planning

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

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Testimonials

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

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!

CPA/CFP, CA

Excellent course, easy to understand.

CFP, WI

Great material and very pertinent information.

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!