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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP

 

The Holy Grail of Income Planning

In this session, we’ll explore how to elevate retirement advice beyond traditional financial discussions by developing intuitive, consultative skills that speak to the emotional side of the client’s decision-making. This refined approach builds trust more quickly, makes prospective clients feel genuinely heard, and creates a sense of urgency—minimizing costly delays that can hinder firm growth. We’ll also cover key tax strategies, including Roth conversions, the impact of IRMAA on healthcare costs, and planning for longevity.

You will learn to:
  • Differentiate of Retirement Expertise
  • How retirement is more than just money
  • Hybrid strategies that create "More Income - More Growth" 
  • Taxes and IRMAA
  • Longevity - Lifetime income and power of QLAC

REGISTER

This Webinar is Sponsored by 

Ash_Brokerage_Logo_2024

Continuing Education & additional information provided below.

Tuesday, June 24, 2025

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

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

SPEAKER

Curtis Cloke

Award-winning financial professional and retirement income expert

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Award-winning financial professional and retirement income expert

Curtis Cloke

Curtis Cloke, CLTC, LUTCF, RICP is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning. He provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals. Curtis is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is a former president of the Southeast Iowa Association. He is a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT). He has earned his CLTC (Certified in Long Term Care) and LUTCF (Life Underwriters Training Council) designations and has moderated development courses for the Life Underwriters Training Council. He has also developed and provided continuing education training to professionals on many topics relating to retirement and estate planning strategies. Curtis has also contributed as an Adjunct Instructor for the RICP program at The American College of Financial Services. Curtis began his career as a financial professional with Prudential Financial. After many successful years with Prudential, he merged with a second firm and then in May of 2014, he founded his own firm, Acuity Financial, Inc. Curtis is the developer of the Thrive Income Distribution System®, a revolutionary system that provides a contractual solution for inflation-adjusted income utilizing the least amount possible of the client's portfolio value.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

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.
-CPE Prerequisite: Basic understanding of retirement planning 
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) 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. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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