NAIFA- CARROLL/HOWARD
Professional Develpoment
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Are you interested in starting orworking on your LUTCF or FSS* designation ? * If you currently hold the LUTCF you may be eligible for special credit toward the newFinancial Services Specialist designationWe are forming a class starting on Tuesday October 25th, 2011to be held in the Howard and Carroll County areaAmerican College’s“Foundations of Estate Planning FA 271” 10AM till Noon Offers an introduction to estate planning and the role life insurance plays in the planning process.
Discusses how different types of property are transferred during life and at death, and the tax implications of not planning.
Also presents the steps required to settle an estate and discusses the importance of having a will, the gift and estate transfer
tax system, state death and estate taxes, trusts and planning estates of business owners. & “Foundations
of Financial Planning FA 262” 8AM to 10AM Provides
an overview of the major components that make up a comprehensive financial plan, including the six-step planning process,
insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning
and estate planning. The course also covers Social Security and Medicare and their importance as the foundation of a client’s
financial plan. Contact: Harvey
Tegeler, LUTCF, FSS, FICInterstate
Financial Services, Inc.(410) 876-0500
Call before October 20th, 2011 NAIFA Carroll-HowardMailing address: C/O Interstate Financial Services, Inc.401 East Main Street,
1st FloorWestminster, MD 21157(410) 876-0500 Click Here for LUTCF & FFS Brochure Information
NEW
CE REQUIREMENTS
Maryland House Bill 1589 ‐ Passed the House & the Senate Beginning January 1, 2009: License renewals will be for 12 to 36 months until the last day of your birth month. Licenses will then renew every 2 years on the last day of your birth month. For Renewals Beginning October 1, 2009: ALL agents will need 24 CE Credits to renew. ⇒ Three Ethics credits must be included ⇒ Two Long Term Care credits must be included Exceptions: :If you have been licensed in Maryland for 25 consecutive years as of August 1, 2008, you only need 8 credits. If your 25 yeardate comes after 8/1/08 you will still need 24 credits to renew. Of your 8 credits, you still need: ⇒ Three Ethics credits must be included ⇒ Two Long Term Care credits must be included |
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