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July 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

July 2012

Become a Healthcare Reform Expert

Classes Starting This Month!

The Chartered Healthcare Consultant™ designation provides advisors with the crucial information, techniques, and skills needed to move their practice to the new commission-based format. In the wake of the Supreme Court’s decision on the Patient Protection and the Affordable Care Act (PPACA), The American College has opened two new live online course sections for this timely designation program.

Essentials of Healthcare Reform (HS 345):
All of the practical basics, time lines, terminology, including an overview of how the new laws will impact you and your clients.
Professor: Arthur Tacchino, JD
Tuition: $750 per course*
Next Start: July 23, from 1 – 3 pm ET

The Healthcare Consultant (HS 346):
How to create a vibrant healthcare consulting practice under the new legal and regulatory landscape.
Professor: Arthur Tacchino, JD
Tuition: $750 per course*
Next Start: July 24, from 1 – 3 pm ET

CLick Here To Register

Or, call 888-263-7256

Moments after the Supreme Court’s decision on PPACA, The American College provided you with informed insight and analysis from our expert faculty on this historic ruling. This timely webcast provided answers to important questions on how the PPACA would affect your practice and your clients. To see a replay of the webcast, follow the link below.

View Webcast Archive

*New students are required to pay a $140 matriculation fee in addition to tuition.

The Healthcare Strategy Builder

The Healthcare Strategy Builder–
Purchase Your License Today!

The Healthcare Strategy Builder is a practical tool that healthcare agents and brokers can use while meeting with clients to accurately estimate their organization’s expected healthcare costs and provide them with options such as:

  • Cost of coverage
  • Tax liability
  • Tax savings
  • Alternative healthcare strategies
  • Applicable provisions of the reform

“There is nothing like it in the marketplace; this is something that every broker and consultant wants and needs and has been desperately searching for since PPACA passed. With this tool, brokers and consultants will be in the enviable position to act as unique experts in helping employers wade through their numerous options.” — A user of the Healthcare Strategy Builder

This exciting new software will be available this month. To purchase your advance license for the introductory price of $395.99, or to view a demo of the software in action, follow the link below.

Purchase Your License Today!

All Educational Programs Are Not Created Equal: You Need a Designation to Navigate the Changes in Healthcare

Certificates, continuing education, webinars, and one-day courses can play a role in helping you understand certain aspects of the changes in healthcare. The Affordable Care Act, however, is highly complex. It’s critical that you are able to help your clients grasp the full impact of the legislation on their coverage choices.

The nuances of the law are too numerous and significant to be covered only through “drive-by” education. You need a real designation program, with key courses delivered live online by an expert, and the opportunity to ask questions and gain perspective on the many facets of the legislation that might otherwise be missed.

True designation programs—those offered by accredited, non-profit institutions of higher learning and consisting of three or more college-level courses—represent in-depth knowledge of a particular subject area. Companies generally allow only these types of respected marks to be displayed on business cards and used with the public as another indication of why your advice should be trusted. Real designations include continuing education, ethics, and strict examination requirements.

For those wanting to learn about financial planning or insurance, there are a handful of these high-quality marks, including CFP® certification, CLU® for insurance, ChFC® for advanced financial planning, and RICP™ for retirement income planning. In the healthcare space, thousands of advisors have turned to the ChHC™, the Chartered Healthcare Consultant™. This program includes one entire course on the intricacies of the Affordable Care Act and another on making an effective transition to a healthcare consulting model. Other topics in this six-course designation include individual health insurance, group benefits, and your choice of a range of electives to personalize the program to your practice.

By all means pursue other valuable educational opportunities from your company, your professional association, and subject-matter experts. For the cornerstone of your learning about the new world of healthcare, however, count on a proven professional designation that can set your practice apart from others in your field who have not made this significant commitment to advanced, practical knowledge.

To learn more about our academic programs, please click the link below.

Click Here to Learn More

Awards & Accolades

The American College Awards and Accolades

Maurice L. Stewart, CLU®, ChFC®, CLF® was named the 2012 inductee into The American College Alumni Hall of Fame. Maury has been a genuine friend of The American College for many years. In addition to attaining his CLU®, ChFC®, and CLF® designations, Maury encouraged the establishment of the Charles E. Drimal Professorship in Estate Planning at The College. In 2008, Maury was honored with the establishment of the Maurice L. Stewart Lecture at The American College, in partnership with Penn Mutual. The annual lecture addresses issues critical to the practice of leadership development and has featured a series of renowned speakers.

Maury will be inducted to the Alumni Hall of Fame during a special ceremony at our Chicago Live Alumni Tour luncheon on December 7. To find out more about event, please click here.

Eileen C. McDonnell, President and Chief Executive Officer of The Penn Mutual Life Insurance Company, was presented with the 2012 President’s Award, The American College Foundation’s highest honor. The award recognizes individuals for long-term service to The College’s advancement efforts. McDonnell was instrumental in establishing the Penn Mutual Center for Veterans Affairs, making it possible for The College to offer veterans their next career of significance. As a major personal contributor to The College, she also shared in the creation of a guaranteed issue life insurance program that resulted in $4.5 million of deferred gifts to The College.

Peter C. Browne, LUTCF and Alan Press, CLU®, LUTCF have been selected to receive the 2012 Huebner Gold Medal. This award is the highest honor bestowed by The American College.

Peter Browne is the Chairman of The American College Foundation Board of Directors. In 2010, he received the Foundation’s highest honor, the President’s Award, for his long-term generosity and voluntary service to The American College and its advancement efforts. Browne served nine years on The American College Board of Trustees and was instrumental in the creation and funding of the Larry R. Pike Chair in Insurance and Investments, sponsored by the Union Central Life Insurance Company. He is President of Price, Raffel & Browne, Inc. and has had an exemplary career spanning more than 50 years — as a manager and leading producer representing Union Central Life, an Ameritas Company.

Alan Press served on The American College Board of Trustees from 1992 to 2000. He made his first gift to The College in 1979 and has been a loyal donor ever since. He is a senior vice president with Wealth Advisory Group LLC and a retired general agent of the Guardian Life Insurance Company of America. He has been involved in the industry for many years, testifying before Congress and serving organizations such as NAIFA, AALU, MDRT and GAMA. In 1991, he received from NAIFA the prestigious John Newton Russell Memorial Award and in 2000, he was inducted into the GAMA International Management Hall of Fame.

Both Peter and Alan will be honored at the exclusive, invitation-only, black-tie President’s Dinner, December 7th, on Chicago’s Navy Pier. This event will sell out!

To join President’s Circle, please call 610-526-1332.

O. Alfred Granum

Newly Dedicated: The Northwestern Mutual Granum Center for Financial Security

In front of a crowd of supporters, admirers, friends, and alumni of The American College, The Northwestern Mutual Granum Center for Financial Security was dedicated on Tuesday, June 25th at The American College’s campus in Bryn Mawr, Pennsylvania.

Led by College Foundation Board Chairman Todd Schoon, JD, CLU®, ChFC®, College President Dr. Larry Barton, CAP®, and Center Director Sharen King, MSM, the touching dedication ceremony centered on the life and accomplishments of O. Alfred Granum, CLU®.

Granum’s ground-breaking ideas, research, and proven concepts related to the “art and science” of client building were created, refined, and widely shared during his illustrious career with Northwestern Mutual. While managing the company’s Chicago agency, he transformed it into one of the most successful insurance agencies in the world. Through published works and countless public appearances, his teachings have achieved a global reach. Al Granum is a lifetime member of the Million Dollar Round Table and has been awarded the highest honors of the industry, including the Huebner Gold Medal from The American College.

The Northwestern Mutual Granum Center for Financial Security extends the contributions of Al Granum into the future, and builds on his work for the next generation of leaders. It is a place of inquiry, a center for cutting-edge research, a forum where producers, partners, and directors can debate and discuss where the industry is going and must go. The center is both a tribute and a promise.

To view photos from this event, please follow this link.

Click Here to Learn More

Cary M. Maguire Center for Ethics

Latest Updates From The Cary M. Maguire Center for Ethics

The Cary M. Maguire Center for Ethics in Financial Services hosted a “Members Only” retreat in April for their corporate members to come together and discuss the challenges of building and maintaining ethical cultures. Corporate members of The Center for Ethics may send representatives to these exclusive annual retreats, which feature cutting-edge presentation topics. These retreats are facilitated by trained Center for Ethics staff, and involve candid and confidential exchanges with industry peers on current ethical issues. These retreats provide an important opportunity for reflection and dialogue. The final takeaways include concrete ideas for improving ethical performance within your corporation.

Please click on the link below to view the most recent issue of the Cary M. Maguire Center for Ethics in Financial Services newsletter, which includes analysis and talking points from the discussions held during the retreat.

Volume 3 Issue 2

Thank you to everyone who participated in our Ethics Awareness Quiz this spring. To see the analysis, which includes the actual quiz scenarios, the summary of responses and all comments, please click here.

Shalyn S. Clark

Alumna of the Month — July 2012:
Shalyn S. Clark, ChFC®

Shalyn S. Clark is the owner/agent of the Shalyn S. Clark Insurance Agency, one of the strongest insurance and financial services agencies in State Farm’s organization. Serving the community of Hurst, Texas since 1983, the Shalyn S. Clark State Farm Team has been providing quality financial products and consistently exceeding customer expectations for nearly 30 years. The Clark Agency is recognized in the community as a caring office of professionals committed to meeting their clients’ needs.

Shalyn has been honored three times as the #2 State Farm agent in production out of over 18,000 agents throughout the United States and Canada. She was the first female agent in the company’s 90-year history to attain a prestigious Five-Line Trophy for excelling in production in all five lines of insurance (auto, fire, life, health and multi-line). In eight different years, her agency has been recognized as one of the top ten multi-line agencies in the company.

Congratulations, Shalyn!

7th Annual Conference for African American Financial Professionals

General Colin Powell to Speak at Your College!

The American College with founding sponsor, MetLife, are proud to present the 7th Annual Conference for African American Financial Professionals.

Join us at this dynamic industry event where you'll have the opportunity to learn from and network with other successful financial professionals from across the industry.

With keynote remarks by Colin Powell and other renowned speakers, we are confident you will leave the conference with ideas and strategies that will:

  • Increase your productivity
  • Take your business to the next level
  • Further establish yourself as a leader in the industry
  • Build a lasting legacy

Register and book your hotel room today! We have arranged for a block room rate at The Washington Hilton of $199 per night (plus taxes) that is good until July 11th. This room rate is available for up to three days before and after the conference.

Alumni Travel & Learn Cruise: Book the Trip of a Lifetime

May 13-23, 2013

The American College Alumni Association has secured an extraordinary group price aboard the Celebrity Infinity for an unforgettable 11-night cruise of The British Isles. Boasting a two-to-one crew to passenger ratio, the Solstice-Class Infinity features AquaClass® staterooms and suites with access to Blu®, an exclusive dining sanctuary for AquaClass® guests.

We have packed the itinerary with tourist attractions, historical landmarks, shopping, dining and unbelievable golf excursions, making this trip a can’t-miss opportunity.

In between our many exciting ports of call, you will have the opportunity to learn from industry leaders and our award-winning College faculty. Topics include:

“Risk Management in a New Global Economy”
Dr. Larry Barton, CAP®
President and CEO,
O. Alfred Granum Chair in Management
The American College

“Identifying High Impact Talent: An Insider’s Periscope on Your Next Best Hire”
Mike Corey
Caldwell Partners

Just added: Pre-Cruise weekend in Paris! Don’t miss out on this special weekend in the City of Lights! Guests will enjoy exclusive dining opportunities, a trip to AXA International headquarters, and an unforgettable ride on The Chunnel from Paris to London.

We already have 40 people enrolled!
Don't say, "I wish I had..." Join us!

Download the 2013 Alumni Cruise Brochure

The Alumni Tour is Coming to Philadelphia!

The Alumni Tour is Coming to Philadelphia!

The American College presents the next stop on its third annual Alumni Tour: Philadelphia! Mark your calendar now for September 20, 2012 from 10:00am to 2:00pm at the Crowne Plaza, King of Prussia, PA.

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.

We’ve arranged an outstanding lineup of speakers for an afternoon you won’t want to miss!

Introduction to Program
Larry Barton, CAP®, PhD
President and CEO, The American College

“Repeal, Sunset, Reform, Clawback… What Are Our Opportunities To Protect Families?”
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, AEP, CAP®
Charles E. Drimal Professor of Estate Planning
Professor, Taxation, The American College

“Crash and Learn”
Jason Early
Managing Associate, Creative Financial Group

“The Financial Goals, Concerns and Actions of Women Business Owners”
Mary Quist-Newins, CLU®, ChFC®, CFP®
Director of the State Farm® Center for Women & Financial Services
Assistant Professor of Women’s Studies
State Farm® Chair in Women and Financial Services

Cost: $35 per person or $350 for a table of 12.

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

CLick Here To Register

Many thanks to our event sponsor, Pacific Life, and our lunch sponsor, Futurity First!

Your College in the News

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

The College was included in an Investor’s Business Daily article on ways to find an honest advisor. To view this mention, which included a reference to The College’s website, please click below:

In a MSN Money article, the Chartered Financial Consultant® (ChFC®) was recognized as a designation for people who want an extensively and comprehensively trained professional. Click below to view the piece:

In a Reuters article on philanthropic giving, the Chartered Advisor in Philanthropy® (CAP®) designation was highlighted. You can view the story below:

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

The Wealth Channel™ - All Business. No Static. - Take The Tour!
ChFC® - CLU®: 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.

Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)