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Life Insurance & Financial Planning

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Viatical and Life Settlements: The Secondary Market for Life Insurance Policies

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Tax Sheltered Annuity Plans

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Long Term Care Fundamentals

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Personal Life Insurance Planning

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Variable Universal Life Insurance

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Universal Life Insurance

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

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What Others Say

Testimonials

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

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!

user01

CPA, MST. NY

Excellent course, easy to understand.

user11

CFP, WI

It was awesome!

user13

CFP, WI

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!

user08

CPA/CFP, CA

Great material and very pertinent information.

user09

CFP, WI

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