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March 29 2017 - An Educational Half Day Insurance Session
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3/29/2017
When: Wednesday, March 29, 2017
9:00 AM - 1:00 PM
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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Click here for a flyer.

Click here for a pdf registration form.

Click here for an online registration form

  

To register please email Melissa Martinez at mmartinez@cpseainsurance.com or call Melissa at (914) 752-4469 x 102

 

This class is for FPANY Members & Nonmembers.
Your membership will be verified with the Chapter for attendees who register with a discount.

 

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

 


 

Presents: An Educational Half Day Insurance Session

 

Providing 15 or 3 Insurance CE Credits

(3 insurance credits will be issued for the lecture & an additional 12 insurance credits (optional) will be issued from the easy pre-reading material & exam)

And Accepted for 7 CFP® Credits  

 

What’s New with Annuities- 1 NY Insurance CE Credit

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 to protect their existing investment portfolio.

Cutting Edge Strategies for Disability Insurance Planning- 2 NY Insurance CE Credits

Millions of Americans have disability insurance (DI) policies - to provide income in the event of a disability - but very few have protection that will continue to fund a retirement account if they were to become disabled. This session will teach advisors how to protect one of their clients' top assets: their clients' ability to work, earn income, and save for retirement. It will also explore new Disability Programs that are designed to protect alimony and child support if a disability were to occur after the divorce. We will close out with a review of Return of Premium DI coverage that has just been released in 2017 for NY State residents.

Instructor: Lee Conti, Jr., NY State ID# NYIN-317132

 

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.

 

The reading material for this class regarding the extra 12 credits will be sent to you once you register for this class.
The pre-reading is important and required, for you to be able to pass the exam.
If you have previously taken this self study course, we have additional courses available for you.

Meeting Schedule:
9:00 AM – 10:00 AM - Annuity Class
10:00 AM – 10:15 AM - Break
10:15 AM – 12:00 PM - DI Class
12:00 PM – 1:00 PM - Exam (Optional)

 

 

PLEASE NOTE: All attendees must pay a registration fee of $200 for the 15-credit Self-Study option
FPANY Members receive a 25% discount! So registration is $150 for the 15-credit Self-Study option
OR $60/$45 for 3 insurance credits for those who want to attend just the lecture and no home study

 

This class is for FPANY Members & Nonmembers.
Your membership will be verified with the Chapter for attendees who register with a discount. 

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New York, NY  10017
Email: info@fpany.org

Phone: 646-503-4951

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