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» April 2012 Connections

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The American College - Connections: Inside The DNA of Financial Services
April 2012

Retirement Income Certified Professional™


Over 7,000 Baby Boomers will turn 65 every day over the next 17 years. Knowing the latest techniques of retirement income planning has never been more vital for advisors. The American College is proud to introduce the Retirement Income Certified Professional™( RICP™), which offers proven strategies for creating sustainable retirement income for your clients.

This trailblazing three-course program combines:

  • Innovative video-based online delivery
  • Contributions from experts in the field
  • Comprehensive study guide and learning resources
  • The depth you need to make a meaningful impact on your clients' lives

Please click below to learn more about RICP™ and to watch
an archive of our informational webcast

Dr. Barton Live on Boomberg TV

Watch Dr. Larry Barton, CAP®, President of The American College, on Bloomberg Rewind this Thursday from 8 p.m. to 9 p.m. Eastern for insight on the economy and the market. Dr. Barton will be appearing from Bloomberg Television’s New York Headquarters as a featured guest for the hour.

Retirement Income Survey
from InvestmentNews and The American College

We are pleased to announce that we have partnered with InvestmentNews, the leading news source for financial advisors, to conduct a joint survey around retirement income planning. Portions of the results will be released at the InvestmentNews Retirement Income Summit at the end of this month in Chicago and will be shared in a future issue of Connections as well as through releases to other media outlets.

Mark Your Calendars!
The 2012 Alumni Tour is Arriving in New York City

The American College presents its third annual Alumni Tour: May 17, 2012 from 10 a.m. to 2 p.m. at the Marriott Marquis Times Square.

Join The American College President, Dr. Larry Barton, CAP®, and other top thought leaders as they bring you the latest developments in the industry and your College.

Opening Remarks from Dr. Larry Barton, CAP®
President and CEO, The American College
"Repeal, Sunset, Reform, Clawback...What Are Our Opportunities To Protect Families?"
Ted Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®, AEP
Charles E. Drimal Professor in Estate Planning
Professor of Taxation, The American College
"The Financial Goals, Concerns and Actions of Women Business Owners"
Mary Quist-Newins, ChFC®, CLU®, CFP®

Director, State Farm Center for Women & Financial Services, State Farm Chair in Women & Financial Services, Assistant Professor of Women’s Studies, The American College
"Securing the Future...Living the Dream"
Timothy Radden, CLU®, ChFC®
Financial Representative, Northwestern Mutual

This is a great opportunity to reconnect with your College,
receive CE credit and network with fellow alumni.

Click Here To Learn More!

Or call Alumni Relations at 610-526-1477.

New on — Retirement Income

The American College has launched The Retirement Income Certified Professional™ (RICP™).

This month, Katy O’Leary sits down with Dave Littell, JD, ChFC®, CFP®, Co-director of the New York Life Center for Retirement Income, to talk in-depth about this new, three-course program and discuss why near retirees (and the advisors that serve them) need help now more than ever.

New Issue Of The Wealth Channel Magazine Now Available! Find It On Newstand.

Highlighted in this issue:

  • Developing a Retirement Income Plan by David A. Littell, JD, ChFC®, CFP®
  • The New Era of Disability Financial Planning by W. Harold Petersen, RHU®
  • The Gospel of Generosity by Richard Gunderman, MD, Ph.D.
  • There’s a Doctor in the House: A Candid Discussion on Underwriting New Business with Dr. William Camm, CLU®
  • Women Business Owners: New Research from The American College by Mary Quist-Newins, CLU®, ChFC®, CFP®

From USA Today to the Financial Times: Your College Is In the News!

Your PACE recertification fees continue to fund an aggressive public relations campaign to support your credentials and your College.

At the end of March, Dean Walt Woerheide, PhD, ChFC®, CFP® was featured as “Professor of the Week” in the Financial Times. You can view the article online here: Financial Times, March 29.

A new study released by The College’s State Farm Center for Women and Financial Services landed Professor Mary Quist-Newins, ChFC®, CLU®, CFP® in The Wall Street Journal, USA Today, Newsweek and on The following links will take you to each article:

Watch for more news stories due out this month. To promote your designations locally, be sure to visit:

Alumni of the Month

The American College is pleased to recognize Joe Kelley, CLU®, ChFC®, as the April 2012 Alumnus of the Month

Joe Kelley has recently been named President of Trilogy Insurance and Financial Services. Trilogy is one of the largest privately held software companies in the world, and for over 15 years, the Insurance & Financial Services business has helped the largest carriers and brokerages improve the effectiveness of their producer channels.

Trilogy's flagship product, Distribution Channel Management (DCM), is widely recognized as the leading sales performance management solution in the insurance industry. Trilogy's newest product, SmartSpend, uses advanced statistical modeling combined with a massive historical database of producer performance to accurately predict future producer performance.

To read more about Joe’s accomplishments, click here.

Congratulations, Joe!

Insurance Industry Must Fight for Relevance
A conversation with President Dr. Larry Barton, CAP®

Change is ever-present in the financial services industry. Recently, The Hartford, a leading provider of insurance and wealth management products, announced that it was exiting the life, annuity and retirement plan services business so it could focus on its property and casualty operations. Dr. Barton continues to be concerned about the industry and shared his thoughts with the editor-in-chief of InsuranceNewsNet Magazine.

Tour the British Isles
17th Annual 2013 Alumni Travel-Learn Cruise,
May 13—24, 2013

Join us for this memorable, 11-night cruise of The British Isles. This is a once in a lifetime opportunity to explore the many historic sources of our American heritage, as well as reconnect with your fellow Alumni and friend of The American College.

For this Alumni Travel-Learn Cruise, we have secured a fantastic group price (which includes continuing education credits) aboard the luxurious, Solstice-Class Celebrity Infinity. With luxurious staterooms and suites, world-class dining, nightly entertainment, and an incomparable spa, the Infinity is sure to relax, rejuvenate and revive you.

Don't say, "I wish I had..." Join us!

Click Here To Learn More!

Where should the Alumni Tour Travel to next?
Let us know by completing
this brief survey.

New Research: What Keeps Women Business Owners Up at Night?

The State Farm Center for Women & Financial Services has recently completed a study on women business owners, the objective of which was to determine the common financial goals, concerns and actions among female business owners. Findings indicate that small business owners often show a strong bias for financial advisors of the same gender. The study has strong implications with regard to the current makeup of the advising community and the economic benefits associated with an increased representation of female advisors within the industry.

Click here to access the press release.

The research also revealed that while the overwhelming majority of small business owners are concerned about retirement, a third of the women and a quarter of the men surveyed have not estimated how much they are going to need when they retire. This data suggests that millions of business owners are vastly underprepared for retirement. To learn more about the study, click here.

To download a copy of the study’s full report on retirement preparedness among small business owners, click here.

The Wealth Channel™ - All Business. No Static. - Take The Tour!
The American College - 270 South Bryn Mawr Avenue, Bryn Mawr, PA 19010
ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.
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(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

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Certification Education

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(Retirement Income Education)


Financial Services Specialist

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Retirement Income

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