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» August 2011 Connections - The American College wins Blackboard’s Catalyst Award


The American College - Connections: Inside The DNA of Financial Services
 August 2011

The American College wins Blackboard's Catalyst Award
CFP® certification program now available for iPad

Students preparing for their CLU®, ChFC®, CFP® Certification, or other programs all have access to award-winning online resources that “push the boundaries of educational programs and technology,” according to the judges of the annual Blackboard Catalyst Awards held in July.

The entire CFP® certification program is now formatted for iPads and iPhones, with complete video classes, both e-books and hard-copy textbooks, and extensive review materials. These resources help provide a 30% better chance of passing CFP Board’s exam; as compared with the average pass rates of other providers.

The award-winning program was an extensively redesigned Investments course (HS 328) that has been upgraded with the addition of over 120 pieces of multimedia content.

“The Blackboard Exemplary Course Program gave us the perfect opportunity to receive quality peer review for our online resources.  What we’ve learned will continue to benefit our students in exciting ways with every course we offer,” says Ryan Emery, MSM, Director of Instructional Design.

New Program: Certificate in Paraplanner Development

The American College has just released this exceptional new program designed to teach the planning process and meet the practical needs of paraplanners.

Program certificants will learn:

  • Components of a comprehensive financial plan
  • Insurance, employee benefits, income taxes, investments, retirement, and estate planning basics
  • Social Security and Medicare
  • Steps in the planning process
  • Communications, client relations, and marketing skills
  • Fact finding, plan development, and plan presentation
  • Time value of money, risk tolerance, asset allocation, planning applications

Textbooks + online tools = maximum flexibility.
Students in this program will receive, textbooks, online access to study resources and practice questions. When students are ready, they will take two exams — one halfway through the program, and one at the end.

Click Here To Learn More!
Lee V. Bethel

Lee V. Bethel
President, Comprehensive Benefit Services, Inc

The American College is pleased to recognize Lee V. Bethel as the August 2011 Alumnus of the Month.

Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, ACBC, CAP®, ChHCTM  is President of Comprehensive Benefit Services, Inc.

Lee is a proud member of the National Association of Insurance and Financial Advisors, in addition to the District of Columbia Association of Insurance and Financial Advisors. He also served for three terms on the Board of Directors of the District of Columbia Association of Insurance and Financial Advisors.

Click here to read more about Lee's accomplishments


Join YOUR College for its First Stop of the 2011 Alumni Tour…Los Angeles!

The American College is proud to kick off the 2011 Alumni Tour in Los Angeles!
    Date: October 21, 2011
    Time: 10 a.m. to 2 p.m.
    Where: JW Marriot at L.A. LIVE in Los Angeles
    900 West Olympic Boulevard, Los Angeles, California

Join The American College Alumni Association as President Larry Barton, CAP®, PhD, discusses the state of the College and the industry with other industry leaders! This promises to be an amazing event! Last year, 300 seats sold out in two weeks.  

This is a great time to reconnect with your College, friends, and alumni of The American College while taking part in a great educational program.

To reserve your space or a table of 12, please call 610-526-1477, or go to

Attention Dallas — Mark your calendars— The Alumni Tour will be at the Embassy Suites Dallas-Frisco on Thursday, November 10th. Stay tuned for more details!

Click Here To Learn More!
MSM Master of Science in Management

Earn Your Masters Degree Starting
This Fall
Sign up for Our October 3rd MSM Program Start!

The one-year, accredited Master of Science in Management program will provide you the insight you need to be an effective leader, while instilling the competencies you need to succeed at the highest level of your career.

"Companies are planning for tomorrow and looking for their next set of leaders," said Glenn Boseman, DBA, CLF®, CLU®, Dean of The American College's Irwin Graduate School. "They are finding that the qualities they want are very specific and hard to find. This is where the MSM comes in. It provides professionals with the management education and skills they need, as well as the leadership qualities their companies are looking for."

If you want to excel as a leader in your firm and would like to participate in the prestigious MSM program, contact Marilyn Chandler, 610-526-1451 Coordinator of the Graduate School or Dr. Glenn Boseman, 610-526-1383 Dean of the Graduate School.


6th Annual African American Conference

Last Chance:
Join Us for the 6th Annual Conference for African American Financial Professionals!

Date: August 16th-17th
Where: The Sheraton Atlanta Hotel, Atlanta, Georgia

The American College is pleased to host the 6th Annual Conference for African American Financial Professionals, sponsored, founded and presented by MetLife; with Northwestern Mutual, the platinum sponsor. Leading companies from across the financial services industry will come together to help promote the education and advancement of African American financial professionals during this unique industry event. Attendees will hear from renowned speakers, participate in interactive workshops and network with producers at every stage of their career.

Keynote Speakers include:

  • Mayor of Newark, NJ, Cory Booker
  • 60 Minutes Correspondent, Byron Pitts
  • Former NFL star and Associate Managing Director of Prudential, Delvin Joyce

Register today, and take your business to new heights!

Click Here To Learn More!

The Wealth Channel Magazine:
New—You can now access The Wealth Channel® straight from your mobile device!

The Wealth Channel® mobile app provides all the readability of the print version, and takes advantage of the interactive features available on a touch screen, multi-media device, including:

  • On-demand video
  • Stunning graphics
  • Access to past issues

Click to download the free app.

Also, please make sure to stay tuned to The Wealth Channel this month as we'll be featuring content from two of our powerhouse speakers from the 2011 Knowledge Summit in Las Vegas!

  • Major General Vincent Boles, a career Army officer with over 30 years of experience. He took up the mantle of the Army's War Reserve equipment directly following the attacks of September 11th, and later assumed the position of the Army's 33rd Chief of Ordnance. His presentation, The Dynamics of 21st Century Leadership is a can't-miss.
  • Senator Alan Simpson, co-chair of President Obama’s Deficit Commission, sheds light on what's ahead for Congress, the current climate in Washington, and how it will affect us all.

Please visit The Wealth Channel for your daily dose of industry new, sales tips and insider advice. You can also follow us on Twitter.

Trave and Learn Cruise

Travel & Learn Cruise - South America
15 Nights: March 11 - 26, 2012

Now is your chance to see South America and explore Chile, Peru, Ecuador and beyond! Join us for our 16th annual Alumni Cruise and take in the spectacular sites of South America.  The mystique of South America is unrivalled and this is the opportunity of a lifetime! 

Unpack just once, and experience all that South America has to offer! All while earning top-quality Continuing Education credits from some of the best faculty in the world. 

You will fly one-way to Chile to board the Celebrity Millennium-Class ship The Infinity and on the return trip land in Fort Lauderdale, allowing much easier access back to your home city. Convenience reigns above all else on this cruise. Let The American College bring South America to you!

Click here to watch a short video and see some breathtaking images of South America!

Click Here To Learn More!

New York Life's Center for Retirement Income introduces The Bulletin!
A resource for Retirement Income news, tips and strategies

The New York Life Center for Retirement Income at The American College provides free educational information to help financial service professionals assist clients in making difficult decisions about retirement security. The Bulletin is a new resource that provides you with access to the latest video offerings at the center, retirement income news and tips for your clients, and updates on center activities.

Here are some of latest video offerings from the Center featured on
The Bulletin:

Interested in receiving The Bulletin?  Contact Christella Louis at .(JavaScript must be enabled to view this email address) to subscribe!

"Living a Life of Significance is essential reading for your practice and your soul."

- Nick Murray,
"Resources" in Nick Murray Interactive, July 2011

Living a Life of Significance, a New Book by Industry Legend, Joe Jordan, Available Now!

This amazing new book is sure to impact your connection to this incredible profession and every customer you serve.

Based on more than 30 years of personal experience, Joseph W. Jordan, Senior Vice President of Behavioral Finance Strategies at MetLife speaks candidly and with passion in his new book, Living a Life of Significance. In it, Joe shares his observations on the fundamental changes of the financial services industry, its effect on his own personal journey of discovery; and its impact on how financial professionals today engage and inspire others to act always with the best of intentions on behalf of their clients.

Click to view a powerful video of Joe Jordan

Jordan explains, "We can provide peace of mind to families when their loved ones die prematurely. We can provide people with a worry-free retirement, with an income they can't outlive, so they can maintain their independence. We can protect that income if they get sick so they maintain their dignity. And, we can provide a legacy when they die. I believe this book will help my fellow professionals come to the realization that ours is a vocation, not simply a profession. "

Purchase Your Copy Today

Ethice CE

Great CE Opportunity!
August 16th 1pm-2pm

Ethical Issues When Dealing with elderly Clients is the latest continuing education opportunity available through The American College's Center of Ethics in Financial Services. Working with this growing demographic presents unique challenges and tremendous opportunities. This course addresses some of these with challenging and applicable case studies, along with timely and relevant content.

This CE 110 webcast features:

  • Lecture by Julie Ragatz, Director of The Center for Ethics in
    Financial Services
  • Real life scenarios and case studies
  • Interactive critical analysis
  • Only $19.95!

To register, call 888-263-7265

Member companies can receive a 50% discount when they use the promotional code ETHICSCE


CFP® Certification courses now available on the iPad & iPhone!

Upgrade your education today!

Combine the portability and ease of use of the iPad with our CFP® Certification program, and you get the most powerful and convenient tools on the market today!  Its a perfect time to take advantage of this enhanced delivery model, as the CFP® requirements are changing, and we are rounding the corner on 2011.

Click Here To Learn More!

Act Now and Save! Multiline Insurance Courses!

The most competitive multiline agents are all after one course this summer: Essentials of Multiline Insurance Products (FA222), the course agents count on to diversify their sales. Developed by The American College, this 8-week program is highly interactive and delivered through the convenience of live online classes.

  • Uncover the enormous potential of an existing block of business!
  • Learn how to diversify revenue and earnings while deepening relationships with existing clients.
  • It's all here, and successful completers will also earn credit toward the prestigious LUTCF and FSS designations!

Tell others in your agency to register before August 31st and we'll waive the $135 New Student Fee for all new students!

Next Start Date: August 26th, 2011

Click Here To Learn More!
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>®</sup></sup> - CLU<sup><sup>®</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.

Share with your clients: &

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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