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March 29 2017- Morning Education Meeting
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3/29/2017
When: Wednesday, March 29, 2017
9:00 AM - 10:00 AM
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue)
Room:1027
New York, New York 
United States
Presenter: Lee Conti, Jr., ID# NYIN-317132


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Need Insurance Credits? We are offering An Educational Half-Day Insurance Session on the same day and location. Please click here for more details and to register.

 


 

Date: Wednesday, March 29, 2017

Time: 9:00 AM - 10:00 AM

Location:

New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue)
Room: 1027
New York, New York

Topic: What’s New with Annuities

 

Presenter: Lee Conti, Jr. - CPS Elite Advisors - NY State ID# NYIN-317132

Credits: Accepted for 1 CFP® CE credit by the CFP Board. You can also earn 1 CPE credits for NY licensed CPAs.

 

Program Description:
Rates are on the rise, products are changing in a New DOL world, and three carriers have released Indexed Annuities for NY State Residents. Outside of NY, Fee-Only Indexed Annuities are available; and the Guaranteed Income Riders for Indexed Annuities are getting a lot of attention from investors. This session will provide an overview on the current annuity landscape. We will also review two case studies on how clients used existing annuities that were not performing and exchanged them for income annuities to protect their existing investment portfolio.

Learning Objective:
Participants will learn about the current annuity landscape with a focus on current Indexed Annuities.

Level of Complexity: Overview

 

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at admin@fpany.org to register.)

 

About our Speaker:
Lee Conti, Jr. is CPS Elite Advisors Ins Svcs’ Director of Advisor Development in the Northeast and the 2017 FPA NY Chairman. Lee focuses on coaching advisors on cutting-edge fixed insurance strategies. He is committed to the highest fiduciary standards and has dedicated the last 19 years to helping advisors tailor customized insurance solutions to help their clients achieve financial success by protecting and creating wealth. Lee's passion for education has led him to serve on the FPANY Board as a director, starting in 2012, before becoming President in 2016. He is certified by the Department of Financial Services in both Connecticut and New York as a Continuing Education instructor and is approved to teach CFP-approved Continuing Education courses. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future.



 

 

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