Live Continuing Education Events

Big Consequences from Small Life Insurance Application Errors

Host: BUI

Date: April 23, 2026

Time: 10:30 am 

Location: Virtual Only (link sent upon registration)

CE: Approved for 1 hour of CFP® and Missouri L/H CE Credit

Cost: Free

Register: Click here

Speaker: Brant Steck, CFP

Description: Life insurance applications and related policy documentation often contain small errors that can lead to major consequences, including claim delays, beneficiary disputes, unintended estate inclusion, adverse tax outcomes, and avoidable underwriting issues. Participants will leave with a better understanding of how to identify potential issues in existing in-force coverage, along with practical insights to help ensure new coverage is appropriately structured and properly documented.

 

The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions

Host: NAIFA

Date: April 7, 2026

Time: 11:00am -12:00 pm central 

Location: Virtual Only (link sent prior to meeting)

CE:

  • 1 CFP® credit has been applied for.
  • 1 Professional Recertification/PRP (American College) credit has been applied for.
  • 1 CPE (accounting) credit has been applied for.

Cost:

  • FREE for Members
  • $59 for Non-Members
  • CFP Credit: $5
  • CPE/Accounting Credit: $5
  • Prof. Recertification/PRP (American College) Credit: $5

*Registration Fee includes live webinar, presentation material, and access to the archived program

Register: Click here

Speaker: Andrew Rinn, JD, CFP, CLU, ChFC

Description: Where are the majority of large cases coming from in 2026? It's likely the business market. Today's estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear "pivot" for advisors seeking new planning-centric sales opportunities. Brush up on the current state of business planning in our upcoming session.

Topics to be covered include:

  • Executive Bonus/REBA
  • Split Dollar In Action
  • Buy-Sell Techniques

 

The Secondary Market for Life Insurances: Current Trends and New Applications

Host: NAIFA

Date: April 28, 2026

Time: 11:00 am -12:00 pm central 

Location: Virtual Only (link sent prior to meeting)

CE:

  • 1 CFP® credit has been applied for.
  • 1 Professional Recertification/PRP (American College) credit has been applied for.
  • 1 CPE (accounting) credit has been applied for.

Cost:

  • FREE for Members
  • $59 for Non-Members
  • CFP Credit: $5
  • CPE/Accounting Credit: $5
  • Prof. Recertification/PRP (American College) Credit: $5

*Registration Fee includes live webinar, presentation material, and access to the archived program

Register: Click here

Speaker: Peter Hershon, CLU, ChFC 

Description: This webinar examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.

You will learn to:

  • Describe the growth, size and market potential of the secondary market for life insurance.
  • Identify the key factors that determine policy market value, including insured age, life expectancy, policy structure and carrier considerations.
  • Evaluate life settlement opportunities for policy owners with unneeded or underperforming policies.
  • Explain term settlement, retained death benefit and simplified settlement options and their appropriate planning applications.
  • Apply due diligence and regulatory considerations when incorporating secondary market strategies into client recommendations.

 

Top 30 Best Practice Tips when Advising Families with Special Needs Beneficiaries

Host: Estate Planning Council of St. Louis

Date: May 15, 2026

Time: 11:45am - 1:00pm

Location: Saint Louis Club 7676 Forsyth Blvd

CE: EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP

Cost:

Register: Click here

Speaker: Kristen Lewis Harrison LLP

Description: This presentation will highlight the “network” of Special Needs Trusts that serves as the foundation for securing the future of persons challenged by disabilities; the team of “allied professionals” that help design and implement a comprehensive Special Needs Estate Plan; the types of government programs and benefits that can be accessed and preserved with proper Special Needs Planning; and the most common challenges (and solutions) encountered in Special Needs Estate Planning.