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1847financial

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Self-Study CPE
THE EVOLUTION OF TERRORIST FINANCING METHODS
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ESTIMATING THE TRUE COST OF RETIREMENT
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REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
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Free cpe webinars
Tangible Cash Benefits for Your Clients

TANGIBLE CASH BENEFITS FOR YOUR CLIENTS

Cost Free
CPE Credits 1.0 hour
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Learn about fully guaranteed Qualified Retirement Plans and how to find hidden cash in life insurance.

Learning Objectives:


  • Provide immediate tax deductions for your clients

  • Offer a fully guaranteed results qualified plan eliminating all market risk

  • Help your clients avoid the enormous waste of over $70BB of life policies owned by seniors which are terminated without value annually

  • Earn significant fees and referral opportunities through providing these benefits

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1847financial

Ken started his financial services career in 1992. His passion has been helping individual families and business owners maximize their income protection, growth, and distribution.

After graduating from Ohio University with honors, Ken became one of the first Apple Computer retailers in the USA. He also served on Apple's board of directors, as well as the boards of Seiko Japan, and 3M Corporation.

The discipline, resourcefulness, and integrity that defined his corporate career have become the foundation of his approach to successful client service in the financial industry.

He is dedicated to faithfully advising his clients and to his family. Ken lives in Coral Springs, FL with his wife.

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David Kottler

www.lifeinsurancedr.com
The Life Insurance Doctor
dkottler@lifeinsurancedr.com
(561) 314-3100

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David Kottler is a renowned speaker, author, financial planner and entrepreneur who combines his leagal and business experience with a passion for philanthropy. As the Insurance Doctor, David creates game-changing results for his clients by using an innovative "True Value" life insurance review process that has generated millions of dollars for his clients in the last few years alone. He pursues his passions of philanthropy, golfing, and helping clients understanding the "why" behind their planning. David lives with his wife, Marcela in Boca Raton. Together, they have raised a blended family of nine children and nine lovely grandchildren.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

1847financial
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At 1847Financial, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance