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» March 2013 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
March 2013
 

Get the Word Out: March is New Student Month

March Enrollment Express

March is unlike any other month in the history of The American College. We want to encourage new students to start a designation program than we have ever had enroll in a single month. We’re making it easy for you and your colleagues to participate and share the advantages of professional education with the March Enrollment Express Campaign.

Pass on this message to a colleague or co-worker so they too can earn a designation from Your College. Continuing throughout the month of March, new students can gain these benefits:

  • No new student fee
  • A choice of three courses:
    o Financial Planning: Process & Environment (HS 300) for those starting CFP® or ChFC®
    o Fundamentals of Insurance Planning (HS 311) for those starting CLU®
    o Prospecting (FA 200) for new advisors starting LUTCF
  • Access to optional live lecture classes to supplement self-study (for HS 300 and HS 311) at no additional cost

Encourage new students to take advantage of this opportunity by visiting:
TheAmericanCollege.edu/March

Or Call 888-263-7265 to learn more.


From the Cary M. Maguire Center for Ethics in Financial Services

March is Ethics Awareness Month and the Center will be celebrating in a variety of ways. The March edition of our quarterly newsletter, Ethical Viewpoints, will also be distributed to our constituents and friends and made available on our website at: Ethics.TheAmericanCollege.edu/Media/Newsletters. Finally, Julie Ragatz, Director of the Center for Ethics and Assistant Professor of Ethics at The American College, will be launching her new blog, The Ethical Edge.

In addition, the Center is excited to announce the launch of its video blog series featuring the Maguire Fellow, Dr. Anthony H. Catanach.  Dr. Catanach is the co-creator and writer of the Grumpy Old Accountants blog, which has been recognized by both Edudemic and the Trading Deck at MarketWatch (of the Wall Street Journal) as a ‘must read investing blog’.  To view Dr. Catanach’s latest video blog regarding the financial statements of Herbalife, as well his background and links to Grumpy Old Accountants, click below:

Grumoy Old Accountants

For additional information about the Center for Ethics, or to be added to its newsletter distribution list, please send a brief email to Elizabeth Rohr, Assistant Director of the Center for Ethics, at Elizabeth.Rohr@TheAmericancollege.Edu.  We look forward to hearing from you!



The Long-Term Care Risk

A Developing and Accelerating Crisis for Seniors 
by Theodore T. Kurlowicz, JD, CAP®, ChFC®, CLU®, AEP and Christopher P. Woehrle, JD (The Wealth Channel Magazine, Winter 2012, p. 39-44)

A developing and Accelerating Crisis For Seniors

The U.S. population continues to age rapidly—as of 2010, over 42 million Americans were age 65 or older, and this number is expected to double by 2050. As the population ages, the risk of disability and the need for long-term care (LTC) also rises. However, the size of the national debt, coupled with a slow-growing economy, is leading to reduced government reimbursements. Authors Ted Kurlowicz and Christopher Woehrle address the impoverishment rules and multi-generational impact related to Medicaid qualification and LTC for seniors.

Read the full article



Knowledge Summit 2013
RICP

Roy Simmons, RICP®, ChFC®, CLU®, CASL®, CFP®
Associate Wealth Management Advisor
Northwestern Mutual Wealth Management, Columbia, SC

Fastest Growing RICP® Program Congratulates First Designee!

Thousands of program registrations since the RICP® launched last spring have made this retirement income designation one of the fastest growing programs in The College's long history. Mr. Roy Simmons was the first to complete all three courses and begin to enjoy the advanced knowledge and competitive advantage of using the RICP® designation..


Here is a quote from Mr. Simmons:

“I feel that the Retirement Income Certified Professional® curriculum is the finest ever produced by The American College. The combination of video-taped interviews, discussions with authorities in the retirement field, and the quality of the course outlines makes studying this material a great privilege. It is very rare that educational materials can be taken straight from the classroom to the conference room. The RICP® curriculum is just such an educational material.”

CLick Here To Register


Boston Live

Jonathan Jaraiedi

Jonathan Jaraiedi, CLU®, ChFC®, CFP®: March Alumni of the Month

Jonathan Jaraiedi, CLU®, ChFC®, CFP®, has been a Senior Associate at Creative Financial Group in Pennsylvania for over 6 years. His areas of expertise include Business and Estate Planning, Executive Compensation Plans, Family Legacy Planning, Life, Disability, & Long-Term Care Insurance, Retirement and Investment Planning, and College Funding.

In addition to these areas, Jonathan believes strongly in mentorship. He works closely within his team at Creative Financial Group, mentoring new associates in the business.

A Cum Laude graduate with a B.S. in Finance from West Virginia University, Jonathan is a Member of NAIFA, The Million Dollar Round Table, and a Leaders Conference Qualifier. Jonathan is also active in Variety, The Children’s Charity, which serves children with disabilities.

For his dedication to the industry, education, and his community, The American College is proud to honor Jonathan Jaraiedi, CLU®, ChFC®, CFP®, as the Alumnus of the Month for March 2013.

Congratulations, Jonathan!



WLA 2013 Registrations are now open!

Have 5 minutes to ignite your practice? Check out our Granum TODAY Series

Granum Center
  • Quick and easy access to timeless Granum principles brought into TODAY with relevant application, client stories, and current best practices!
  • Your unique opportunity to learn directly from the master, Al Granum, through pre-recorded audio, as he explains what each concept means and how it is critical to establishing yourself as a career professional.
  • Get ready to APPLY and hear fresh, new insights from top producers and wealth management advisors who are successfully implementing these concepts in today’s complex financial arena!
  • Designed with the on-the-go producer in mind—simply “click and go”! Links will take you directly to audio—listen on your smart phone and get that extra shot of motivation you need!
  • Want more? Take the self-assessment, review the slides, and share with your peers! These concepts are all about small changes, consistently executed for big results!

Click below to join our free subscription list, access informative videos and audio, and learn more about the Center:

Visit the Website

Miami Live

Alumni Travel-Learn Cruise 2014 - New England, Nova Scotia, Quebec

10 Nights October 6-16
Silversea's Silver Whisper

The 18th American College Alumni Cruise will set sail in fall 2014 for the spectacular beauty of New England, Nova Scotia and Quebec – a rare treat aboard a five-star luxury liner to view parts of your world
that are close to home, yet a world away.

To learn more and be among the first to receive a pre-announcement invitation, email Bryan.Yackulic@TheAmericanCollege.edu.

 



CFP combo classes

Live CFP® Certification Comprehensive Review!

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


The American College is offering a special live CFP® review class, so you'll be ready to sit for CFP Board's next exam in July.

The package includes:

  • 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 $1,200 for the full package1!
  • Limited space available—act now!
Read More

1Students participating in the review class are responsible for their own travel arrangements, lodging, and meals. The $1,200 price includes tuition and study materials but does not include hotel, meals, or travel.


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!



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)