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Cash Balance plans have seen a meteoric rise in the world of pension plans. Today they comprise of over 50% of all defined benefit plans. What makes them so popular, especially with small business owners? We’ll look at how cash balance plans work, why they’re popular, and how they can help your clients save for retirement and also lessen their tax burden.
You will learn:
Continuing Education & additional information provided below.
Retirement Services Consultant with Security Mutual Life Insurance Company
Armando Testani is a Retirement Services Consultant with Security Mutual Life Insurance Company. Armando is a key resource for field associates who require assistance with qualified plans, marketing, and sales. He provides assistance with plan design illustrations, as well as qualified life insurance and annuity illustrations. Armando also provides training on qualified plans sales concepts, both online and in person. Armando began his career in the financial services industry as a financial planner in 2001 with Northwestern Mutual. His experience encompasses non-qualified and qualified sales. He has been with Security Mutual since 2002. He graduated with a bachelor’s degree from Ithaca College in Ithaca, New York. He completed his advanced degree, graduating with a master’s degree from Binghamton University in Binghamton, New York
Intermediate
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 defined benefits plans
-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.
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.
Upon registration, you will receive a confirmation email. That email will also include the link to access the PowerPoint/presentation material.
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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National Association of Insurance and Financial Advisors
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Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org