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

Free Webcast — April 3rd at 1 p.m. ET
Retirement Income Certified Professional™ RICP™

Find out why the RICP™ is the first must-have designation in 30 years

Over 10,000 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 RICP™ offers proven strategies for creating sustainable retirement income for your clients. This exciting new three-course designation from The American College solves the puzzle of retirement income planning for financial advisors.

This trailblazing 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

Practical. Comprehensive. Current.

Knowledge. Earnings. Confidence
Join the exclusive group of successful advisors who hold one of the three top marks of excellence in the industry.

CFP® Certification Education - A practical financial planning program that prepares you to sit for the CFP® Certification Examination. Infact, students preparing for the CFP® certification with The American College, who makes A's on all their courses have a better that 90% chance of passing the CFP Board national exam. You can earn transferable credits that can be used for other designations.

ChFC® Chartered Financial Advisor - This advanced program prepares you to meet the financial planning needs of individuals, professionals and small business owners.

CLU® Chartered Life Underwriter - The world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious program of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Only the leading accredited educator — The American College — can properly prepare you for all three.

Click Here To Learn More!

March is Ethics Awareness Month

The Center for Ethics in Financial Services is hosting an Ethics Awareness Quiz.

This is a fun, interactive quiz that focuses on the importance of ethical values and our responses to various personal, business and financial service related situations. All answers are confidential.

The results will be available on this website in April, so be sure to check back then!

Click Here To Learn More!

Industry News and Insight:

“Education doesn’t cost — it pays.” Industry Views on Producer Education — from four graduates of The American College! — from How Producer Education Pays Dividends by Brian Anderson,

Watch the full slideshow on

In a book review in AdvisorPerspectives by Dr. Wade Pfau, an associate professor of economics at the National Graduate Institute for Policy Studies (GRIPS) in Tokyo, Japan, video content located on the New York Life Center for Retirement Income website is referenced. The Safety-first, Goals-based Approach to Financial Planning mentions an interview between The Center, Michael Kitces of the Pinnacle Advisory Group, and Jonathan Guyton of Cornerstone Wealth Advisors.

Read the full article on AdvisorPerspectives.

To watch the interview, please click here.

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

The American College presents its third annual Alumni Tour!

Mark your calendar now for 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.


  • Dr. Larry Barton, CAP® President and CEO, The American College
  • Ted Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®, AEP
    Charles E. Drimal, Professor in Estate Planning; Professor of Taxation, The American College
  • 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

  • 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.

Last Chance: Save Your Course Credits!
Restart program ends March 30th

The American College 5 Year Rule for Designation Completion states that any course credits earned after January 1, 2006 will expire after five years, if the associated designation program has not yet been completed.

Your hard work and dollars invested in completed courses could be lost! Take advantage of The American College Restart Program, and give yourself the gift of time.

You only have until March 30th to take action and save valuable course credits. Contact a Professional Education Counselor at 888-263-7265, and register for the next course in your designation, using the promotional code Restart12 — you'll extend your deadline a full two years!

Click Here To Learn More!

2013 Alumni Travel-Learn Cruise
May 13-24, 2013

Join the American College for this unforgettable 11-night cruise of the British Isles aboard the luxurious Celebrity Infinity. This cruise is a once in a lifetime opportunity to explore the historic sources of so much of what makes up American heritage.

For our 17th annual 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 QuickStart Program — Power Up Your Business in 12 Weeks!

One powerhouse training package: combining The American College's most popular sales skills course, Techniques for Prospecting: Prospect or Perish (FA200), with instruction from prospecting expert, I. David Cohen, CLU®, ChFC®, LUTCF, and personalized coaching from industry powerhouse Bob Arzt, CLU®, ChFC®. This is the most comprehensive, cost-effective success program you can find!

Great for more experienced professionals, too: the perfect way to keep your competitive edge!

Act now — this program launches March 14th!

Wednesdays from 12 - 2 p.m. Eastern

  • Includes web delivery and all coaching sessions
  • Textbook and online study material
  • No new student fee
  • Qualifies for LUTCF course credit!

Special Pricing! Only $549 — a $700 value!

Click Here To Learn More!

Alumnus of the Month, March 2012

Tyler Huston, CLU®, ChFC®, CASL®, CFP®

The American College is pleased to recognize Tyler Huston, CLU®, ChFC®, CASL®, CFP®, as the March 2012 Alumnus of the Month.

Tyler Huston, CLU®, ChFC®, CASL®, CFP®, started his career with Northwestern Mutual Financial Network as an intern in January 2007, while finishing his degree at The Florida State University in Tallahassee.

Upon Graduating in 2007 and qualifying as one of Northwestern's top 100 interns, he converted to a full-time agent in February 2008. From that point, Tyler transitioned into management, becoming Tallahassee's College Unit Director running the office's intern program.

Tyler lives in Tallahassee and enjoys giving back to his community through various activities including: Rotary District Chair for RYLA, President of the Network of Young Professionals, Keiser University Business Program Advisory Board, Tallahassee's Chamber of Commerce, Minority Achiever's Program, and the GOLDen Ring for the FSU Foundation.

For his dedication to the industry, education, and his community, The American College is proud to honor Tyler Huston, CLU®, ChFC®, CASL®, CFP®, as the Alumnus of the Month for March 2012.

The Wealth — More Isn't Always Better

In an effort to tackle the often misguided impression that more is better, long-time financial advisor James C. Richards, CLU, ChFC, MSFS, wrote ‘Better is Better: Why You Should Reconsider How You Think About Your Financial Life.’

Richards breaks down problems into manageable pieces and helps the reader to find a method for making good financial decisions.

This month, Kevin Lynch sits down with James to talk about how advisors can use the book’s concepts to help themselves and their clients.

New — Comes Straight to Your Inbox!

When you sign up for Newsletter, every two weeks, we’ll send you links to the latest video interviews and discussions on topics that affect you and your business.

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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.

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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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Life Underwriter Training

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Chartered Life Underwriter®

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Financial Planning

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Certification Education

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