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» December 2012 Connections


December 2012 Connections: The DNA of the Financial Services Industry | Brought to you by The American College

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

The Wealth Channel Magazine:
"The Crime of the Century" — A Discussion about Elder Financial Abuse

The Wealth Channel Magazine Winter 2012With the U.S. population aging to seniors in record numbers, our awareness of elder abuse crimes must also grow—to ensure that our elderly are cared for with the dignity they deserve.

The Wealth Channel Magazine's Editor- in-Chief, Stephen D. Tarr, MSM, CLU®, ChFC®, CAP®, CASL®, spoke with Dr. Sandra Timmermann, Ed.D., executive director of the MetLife Mature Market Institute and chair of the board of the National Alliance for Caregiving, to shed light on this growing concern.

Read Article


The Wealth Channel Video  

Go to www.TheWealthChannel.com to download the magazine for FREE to your mobile device— available on your iPad®/iPhone® Newstand App, Android Market, and App Store in iTunes.

Also, watch a video featuring
Sandra Timmermann, Ed.D., discuss signs of elder financial abuse.

   





Two great offers from The American College to close out the year strong...

RICP: It’s all about Retirement Income Planning now.



ChHC®: Be prepared for the new Healthcare Laws in 2013!



TaxmageddonCountdown to Taxmageddon:
Are we going over the cliff?

Jill Hoffman, NAIFA Assistant VP of Federal Government Relations, discusses the actual likelihood that Washington will allow the country to go over the "fiscal cliff" and the serious ramifications for the insurance industry.





2013: Your Best Year Ever


Granum Center Save The Date For Northwestern Mutual Granum Center Webcast!

Strategies to Meet Client Needs in a Chaotic Financial Climate



  • January 9, 2013 – 12 Noon ET
  • Plan to join Dr. Larry Barton, CAP® and a dynamic panel of industry experts in a rigorous debate about what matters most to you and your clients, as we turn the page on a new year and new opportunities in creating financial security!
  • Debate topics will include:
    –Economic forecast
    –Generating revenue in a low-interest environment
    –Long-term planning amid “fiscal cliff” uncertainties
    –Messages you can and should be communicating to your clients!


Register Today

Miami Live

The American College Alumni Association Tour 2013

Don't miss Miami LIVE! The next nationwide Alumni Tour for The American College is rapidly approaching! Miami LIVE is scheduled for Monday, January 14, from 9:00 am to 1:00 pm.

The cost is $35 per seat or $350 for a table of 12.

Register Today

Featured speakers & topics include:

Larry Barton  

Industry Update
Larry Barton, CAP®, PhD
President and CEO, The American College

     
Ted Kurlowicz  

"Charitable Planning for Successful Business Owners"
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP®, AEP
Charles E. Drimal Professor of Estate Planning
Professor, Taxation, The American College

     
Julie Ragatz  

"Ethical Practice in a Climate of Fraud"
Julie A. Ragatz
Director of the Cary M. Maguire Center for Ethics in Financial Services
Professor, Ethics, The American College

     
Kevin Lawhon  

Mining Your Network
A panel of highly successful agents share their top sales and marketing ideas. Moderated by Kevin Lawhon, CLU®, Managing Partner, The South Florida Group, Northwestern Mutual.

Join us for a robust, newsworthy program that provides information you can use NOW to make your practice more productive and profitable.

If you have any questions, please call Allen Thomas at
610-526-1422 or Bryan Yackulic at 610-526-1332.



New Study Explores the Financial Needs and Attitudes of Women of Color


New study explores the financial needs and attitudes of women of colorThe State Farm Center for Women and Financial Services at The American College recently released a groundbreaking report titled The Financial Needs & Attitudes of Women of Color

 

Critical findings. The study showed that the pressure to pay off debt, as well as the struggle to meet the immediate needs of themselves and their families, are key challenges preventing many women of color from saving and building cash reserves.

These challenges—along with inadequate insurance protection—significantly jeopardize the financial well-being of most women, regardless of ethnicity.



Other key findings include:

  • Across racial and ethnic backgrounds, most women do not feel financially secure.
  • A large majority of women worry about running out of money in retirement.
  • Women of color are more likely to think they can’t afford a financial advisor, but all women believe that working with one could help.
Read More



PhD in Financial Services and Retirement Planning

PhD in Financial Services and Retirement Planning: Take the Next Step in Your Career

Thanks to a generous endowment from New York Life, The American College is thrilled to announce the launch of its newest program, the PhD in Financial Services and Retirement Planning. A degree unlike any other, The College is bringing this program to you in time for the 2013 academic year.

Doctoral students will complete a rich curriculum, taught by leading experts in the fields of:

  • Financial Asset Distribution
  • Retirement and Aging
  • Econometrics
  • Pensions
  • Statistical Analysis
  • Research Methods, and more

This program is designed to take financial services professionals beyond the practice and into the theory and research behind the financial decision-making process. Students will contribute original research to the financial services industry and advance the prevailing level of public financial literacy. This program is the natural next step for teaching faculty, actuaries, bankers, financial planners, insurance agents, economists, and anyone else involved in the industry who wants to advance his or her career to the next level.

Download the application — the College is now accepting applications, and will be making a final decision regarding the composition of the first class no later than early January 2013. The first cohort will consist of 23 students.

Apply today! The application deadline for the first cohort is December 31st, 2012!

Read More



CFP combo classes

The Most Efficient Way to Complete Your CFP® preparation!

Mark your calendar:
May 22-26
in Valley Forge, PA


The American College is offering a special live program that combines the new required case-study course with a comprehensive exam review, so you'll be ready to sit for CFP Board's next exam in March.

The package includes:

  • Completion of your case-study course requirement.
  • Comprehensive preparation for your CFP Board exam.
  • All study materials for the CFP® exam, including online access to all textbooks, video lectures, and practice tests!
  • Only $1,599 for the full package1!
  • Limited space available—act now!
Read More

1Students participating in the combo class are responsible for their own travel arrangements, lodging, and meals. The $1,599 price includes tuition and study materials but does not include hotel, meals, or travel.


Mark Barbier

Mark Barbier, CLF®: December Alumni of the Month

Mark Barbier graduated from Bradley University with a B.S. in Finance in 1988. He entered into the life insurance business right out of college and has represented numerous carriers. In June of 1995, he joined AFLAC as a broker. In 1999, he was promoted to Regional Sales Coordinator.

 

In 2004, he was promoted to his current position as State Sales Coordinator. Mark is currently the State Sales Coordinator of Aflac in Chicago, IL. Mark qualified for his CLF® designation in 2011. One accomplishment in Mark's AFLAC Career that he is most proud of is the development of the 3Q Marketing System. Mark has qualified for numerous company awards and conventions over the last 17 ½ years with the company.

 

Mark currently resides in Burr Ridge, IL with his wife Lisa and 8-year-old-daughter Tatum. In his spare time he enjoys traveling and playing golf.

 

For his dedication to the industry, education, and his community, The American College is proud to honor Mark Barbier, CLF® , as the Alumnus of the Month for December 2012.

Congratulations, Mark!



Attention CLU®s and ChFC®s: Grow Your Business on DesignationCheck.com

Designation CheckDesignationCheck.com, from The American College, is designed to grow your business and increase your visibility to the public as well as help you create a more discerning consumer.

By opting in to this tool, you help potential clients to locate you as they search credentialed advisors in their area. You also help them learn more about the respected designations offered by The American College.

Click below for more information about how to ensure that you're
listed on DesignationCheck.com.

CLick Here To Register



are you a Giver or a Taker?

Are You a GIVER or a TAKER?

It's true.

Some people forget the building blocks — people and institutions — that helped fuel their success.

We believe that The American College merits your support. In addition to helping you achieve the best credentials in insurance and financial planning, we strive to provide you with ongoing support through research, continuing education, and free access to online interviews with the foremost financial services experts — all designed to keep your practice current.

Will you consider making a donation to the Annual Giving Campaign to continue our efforts to build a stronger College? Now, more than ever, we need your support.

Make a donation today using our secure online giving form OR call
Rana McNamara at 610-526-1223.

Thank you for your commitment to the
highest level of professionalism in our field!



Post-Election Tax Implications

One of the most-watched videos in our history is the 15-minute overview of the PPACA and how it might impact your clients. This video has been widely distributed by many companies to their advisors because of the factual and easy-to-discern highlights you need to know.



Click to Watch the Video



The Wealth Channel™ - All Business. No Static. - Take The Tour!
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.



Share with your clients: ChFCHighestStandard.com & CLUHighestStandard.com

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.

Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)