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Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Disability Insurance
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Credits:
CFP®: 4

Licenses:
CFP
PACE


Another title in our Advisor's Short Course® series.
This course was updated on 2/5/2008. (Scroll down to order.)

What's Covered
This course consists of seven lessons covering the principal disability products: disability income, income replacement, business overhead expense, and disability buyout.

The text focuses primarily on disability income insurance although business-related disability products, such as disability buyout and business overhead expense policies, are also examined.

Advisors are introduced to the various definitions of disability—own occupation, any occupation, etc.—that are used by insurers, as well as the important differences between the principal renewability provisions.

Disability rider benefits are considered, including those benefits provided by the Social Insurance Benefits rider, the Purchase Option rider, and the Return of Premium rider. Financial and medical disability insurance underwriting is discussed, and the use of occupational classification is explained.

The important sources of disability income benefits are considered, including those provided by federal and state government programs, employer-related plans, and individually purchased policies.

The tax treatment of disability premiums and benefits is explained.


Beacon Hill e-Exam
This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached.

The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.)

Author
Paul Winn, CLU, ChFC

What's Included
Text (73 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.

Additional CE credit Information
CFP® and PACE credit available in all states.

Field(s) of Study: Insurance Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.


How to Order

Order online or by phone (800-588-7039)
To order online:
1. (Optional) LOG-IN or OPEN AN ACCOUNT
2. ENTER QUANTITY BELOW
3. SELECT PURCHASE OPTION (Print or PDF/Download)
4. CLICK "ADD TO CART"
Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!

Print Price:  $59.00
Download Price:  $49.00

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Beacon Hill Financial Educators 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
Copyright © 2001 - 2006 Beacon Hill Financial Educators. All Rights Reserved.
144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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