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

June 2012  

7th Annual Conference for African American Financial Professionals

Early Bird Registration extended! Register before June 22nd and save $50!

The American College and 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 across the industry.

With renowned speakers and interactive workshops, we're confident you'll walk away with ideas and strategies to:

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

Register Today and Save!

 

New Research Reveals Women Particularly At-Risk When It Comes to Disability

According to a new study released by The State Farm® Center for Women and Financial Services at The American College, women — whether they’re working or a stay-at-home mom, single or married — are most at risk both physically and financially when it comes to disability.

“The implications of this research are startling. Financial services professionals need to start educating their clients – especially their female clients – about the steps they can take to prepare for disability,” said Mary Quist-Newins, ChFC®, CLU®, CFP®, Director of The State Farm Center for Women and Financial Services at The American College.


RICP(tm)

The American College successfully launched the Retirement Income Certified Professional™ in early April, and already the program has over 1,000 registered students!

The debut of this program is timely, as our research shows that for the next 17 years, seven thousand Americans will reach retirement age every day. A joint survey by The American College and Investment News was especially revealing:

  • Close to 95% of respondents provide retirement income services to their clients.
  • Nearly 94% of those polled believe most advisors and wealth managers need
    to know more about retirement income planning.
  • Over two-thirds (68%) of the pool believes that there is a need for a serious
    professional designation dedicated to retirement income planning.

At three courses, the designation is the right length, with the right level of detail. Instead of focusing on one set of products or portfolio management techniques, we expose advisors to the full range of strategies for constructing reliable streams of retirement income for their clients.

The program's first course, Retirement Income Process, Strategies, and Solutions (HS 353), covers the essential foundations of retirement income planning. Students in this course will learn the science and technique of plan creation, customization, and strategy.

Students can sign up for our introductory scholarship offer, and receive all three courses, delivered on an automated schedule, for the unbelievable price of $1,349! A savings of over $650!

Please click below to find out more about RICP®, to view the results of the
InvestmentNews survey, or to register for our introductory scholarship offer.

 

LUTCF: The Most Flexible Way to Drive Your Income 40% Higher

Proven, practical training that can increase
your earnings NOW

Many of the most successful financial advisors started out with one thing in common: the respected LUTCF courses from The American College. This program works—delivering the knowledge and confidence you need to be successful.

  • Want to find more potential clients? Learn the latest secrets of prospecting and fill your new business pipeline!
  • Want to know more about closing the sale? Explore how to meet client needs more effectively.
  • Need more product and client knowledge? Course subjects include business insurance, life products, annuities, long-term care, retirement planning and more.

The knowledge you need is in the LUTCF program!

You can take these valuable courses three ways: In a classroom, live on the web, or through the online training center, which allows you to set your own schedule.

 

O. Alfred Granum

New Center: The Northwestern Mutual Granum Center for Financial Security

In honor of the legendary insurance agent O. Alfred Granum, CLU®, one of the nation’s preeminent financial services organizations, Northwestern Mutual, has agreed to donate $4.2 million over the next four years to The American College to create the Northwestern Mutual Granum Center for Financial Security.  When completed, the donation to fund the Center will be the largest single corporate gift ever received by The College.

A formal ribbon-cutting ceremony is scheduled for June 27th and will include a tribute to Al Granum. The Center’s Executive Director, Sharen King, MSM, along with the Center’s Board of Advisors, will be instrumental in shaping an agenda that allows the Northwestern Mutual Granum Center for Financial Security to forecast emerging trends, identify and address industry opportunities and pressure points, and elevate the public’s appreciation for insurance and financial services.  The Center will focus on the delivery of relevant, actionable research along with innovative best practices pursuant to the changing face and needs of the marketplace.

Dr. Larry Barton, CAP® O. Alfred Granum Chair in Management, had this to say, “The Northwestern Mutual Granum Center is not, for us, just a physical space. It represents a monumental, remarkable investment in knowledge. How can we provide the most suitable products for clients, providing the very financial security that may have eluded them without proper planning. Imagine a place of inquiry, a center for cutting-edge research, a roundtable where producers, partners and directors can debate and discuss where our industry is going and must go. Imagine creating tools that serve not just the needs of one’s agency, but that lift and empower all advisors and the needs of consumers. We are incredibly energized at the journey ahead, and thank each of you who has invested in this centerpiece of knowledge.”


The 2012 Alumni Tour is Coming to the City of Brotherly Love!

The American College 2012 Alumni Association Tour

The American College presents its third annual Alumni Tour!

Mark your calendar now for September 20 from 10am to 2pm at the Crowne Plaza, King of Prussia, PA.

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

Speakers
  Opening Remarks from Dr. Larry Barton, CAP®
President and CEO, The American College
  Crash and Learn
Jason S. Early
Managing Associate, Creative Financial Group
  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
  Living a Life of Significance
Joseph W. Jordan
Senior Vice President, Behavioral Finance Strategies, MetLife

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

Follow the link below to learn more or call Alumni Relations at 610-526-1477.


Check this link frequently, as more information will be added the closer we get to the event.

The May 17th stop of the Alumni Tour in New York City was a great success.
Click here to view photos from this sold-out event!

 

Tour Europe and Golf Like a Champion

The American College's 17th Annual Alumni Travel & Learn Cruise -- May 13-23, 2013.

Join us for an unforgettable 11-night cruise of The British Isles. The American College Alumni Association has secured a fantastic group price aboard the Celebrity Infinity. 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 and dining opportunities, making this trip a can’t-miss opportunity.

Bring your clubs and play on some of the world’s most beautiful courses:

Fota Island Golf Club (Cork, Ireland) Its golf course consists of three challenging par 71 championship courses in the traditional mode, comprising the Deerpark, Belvelly and Barryscourt courses.

St Anne's Golf Club (Dublin, Ireland) An impressive links in the heart of Dublin, St. Annes is both a challenge and a pleasure to play, surrounded by the Irish Sea on one side, and a beautiful nature reserve on the other. Enjoy spectacular panoramic views of Dublin Bay from the state of the art clubhouse.

The West Kilbride Golf Club (Glasgow, Scotland) is a Championship standard 18 holes links course that benefits from its location on the west coast, giving all year-round playing conditions. Named one of the top 100 golf courses of Scotland, The Scottish Boys' Championship is hosted here every four years.

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

Download the 2013 Alumni Cruise Brochure

 

Your College in the News

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

David A. Littell, JD, ChFC®, CFP®, was quoted in a piece on CNBC.com regarding the dos and don’ts of retirement. Please click the logo to read more:

Julie Ragatz, Director of the Cary M. Maguire Center for Ethics in Financial Services, was featured in an article in the Philadelphia Inquirer about investment fraud and the costs that come with it. Click below to view this article:

Philadelphia Inquirer

InvestmentNews and Bankrate.com highlighted The American College’s latest designation:  the Retirement Income Certified Professional™ (RICP™). Click below to view these articles:



Watch for more news stories due out this month. To promote your designations locally, be sure to visit:
TheAmericanCollege.edu/Media/Promote-Your-Designation.

 

100 Advisors

100 Advisors on Living to 100

You could be highlighted in the next issue of The Wealth Channel Magazine!

According to recent census information, by the year 2040, the number of centenarians in the country will more than double.

As financial professionals, increased longevity should be taken into consideration during the planning process. What if your client outlives their money?

Share with us your thoughts, fears, and aspirations on living to 100. What will it mean for you, your clients, and your profession?

Selected submissions will be featured in an upcoming issue of The Wealth Channel Magazine.

 

The Wealth Channel Magazine Goes Mobile!

Be sure to check out The Wealth Channel Magazine on your smart phone! Stay up to date with your industry and your college, even on the go!

Download your copy today!

 

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: 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)