Financial Education for Securities, Banking, & Insurance Professionals.

» March 2014

American Family

The Impact of Proposed Tax Changes:
A Conversation with AALU's Chris Morton

The Wealth Channel - Tax Reform Could Impact Life Insurance Industry You'll want to hear the latest: Dr. Larry Barton, CAP®, Chancellor of The American College, interviews Chris Morton, Vice President of Legislative Affairs at AALU (The Association for Advanced Life Underwriting) about federal tax proposals and the implications for families, businesses, and the insurance industry. Watch this eye-opening interview.

What Actions Can You Take?
If the pending tax legislation outlined above is important to you, AALU is providing you with ways to get involved. You can take action in any of the following ways:
    AALU - Leadership for Advanced Life Underwriting
  1. Take action to send a message to your Representative in Washington today.
  2. Register for the 2014 AALU Annual Meeting to go with us to Capitol Hill to personally deliver our concerns to Congress on May 6th.
  3. Encourage your producer colleagues to do the same by forwarding this note and asking for their help.

The American College is an educational institution and is not an advocacy group. We do not have a public position on the issue outlined. AALU has asked that we share this information with our constituents, and any action you take should be reflective of your personal views only. Individual company policies and guidelines relative to comments on public policy issues may vary.

ChHC Chartered Healthcare Consultant
ChHC® — New, Streamlined 4-Course Curriculum

Many clients have questions centered on the new laws of the Affordable Care Act, and as their financial advisor, you should be prepared. Knowledge of how healthcare in America today works is essential to establish trust with your clients, distinguishing you as an expert on whom they can rely.

Adam Batchelor Adam Batchelor, MSM, Vice President of Sales and Marketing at The American College, explains "Obamacare provisions taking effect in 2014 are driving huge changes in the marketplace, and advisors need an updated understanding of these issues. ChHC® contains cutting edge knowledge of the laws and their impact to consumers and producers. Business owners are asking how they will be affected, and ChHC® arms advisors with the answers and solutions to their questions. ChHC® gives advisors that competitive edge so they can continue to grow their practices."

The American College has re-structured its Chartered Healthcare Consultant® (ChHC®) curriculum to reflect the core knowledge advisors should have in order to answer their clients' questions with confidence and ease. The new program consists of four courses focused on the current laws of the Affordable Care Act, health insurance for individuals and businesses, and the future of healthcare in America.

Healthcare Get the most comprehensive knowledge from a trusted source. The American College has streamlined all of the basic but essential topics of the ChHC® designation into a current and tailored program to fit the needs of financial advisors today. For more information on the ChHC® program, please call: 888-263-7265 or visit here.
MSM - Master of Science in Management
Discover the MSM degree from The American College — the only degree focused on leadership, specifically for financial services professionals like you.

diplomaResidency 1 starts on May 12th, so act now to secure your spot!

Speak to our MSM academic coordinator, Michele Casciano, today by calling: 610-526-1415 or visit us online.

Gift of Granum
It's Al Granum's Birthday — But YOU Get The Gift!
It has been said that Al Granum was to our industry what Henry Ford was to the automotive industry. He is probably best known for establishing the famous 10-3-1 ratio and creating the One Card System. His Building a Financial Services Clientele text provides a veritable blueprint for creating a successful practice. In it, he talks about both The Art and The Science of building a clientele. The Art includes the sales cycle – the steps and artful language required to move someone to take action and become a client. The Science includes the predictable relationship of activity to results.

In honor of Al's birthday (March 1st), The Northwestern Mutual Granum Center for Financial Security is providing YOU with the gift. This March, and every March going forward, we'll share a couple of the timeless Granum principles that can impact your practice TODAY. You'll hear directly from Al, along with different perspectives from current financial professionals who relate his teachings to their practice today.

Click here to "open" your gift!
Alumni Tour - Hartford Live
Join Us May 22nd for The Next Stop on The Alumni Tour – Hartford, CT!
Our LIVE events are always highly rated amongst attendees and are one of the many benefits we offer our alumni. For our next stop on the alumni LIVE tour, we invite you to join The American College and our industry's top thought leaders in Hartford, CT as they share the latest developments in the industry, product innovations, and regulatory updates. Our speakers are some of the most highly regarded in the industry, and The American College is bringing them all under one roof for this exciting event.

Don't miss out on this great opportunity to connect with The American College, receive CE credit, and network with other financial professionals!

To see some highlights of our live events, watch our video.
CAP - Chartered Advisor in Philanthropy
From a Humble Beginning, Came a Noble Designation – The CAP®
Phil CubetaHave you ever wondered how you could contribute more to society? Some financial advisors have discovered how through philanthropy – a part of the financial services world where advisors get to help their clients give back to the communities they live in to ensure the betterment of future generations. It takes a special kind of individual to look past personal financial gain and understand the value in enriching other people's lives and the society in which they live. The American College understood that need and created the CAP® designation which educates advisors on how to help families create their legacy. We interviewed Program Chair, Phil Cubeta, CLU®, ChFC®, MSFS, CAP®, to discuss the inception of the CAP® program and its evolution.

Read more
In 2015, we will be celebrating new designees in HAWAII! Will you be there?
Save the Date - Knowledge Summit 2015 is Headed to Hawaii!
The American College's next Knowledge Summit and Commencement will take place on October 22, 23 and 24, 2015 at the Hilton Hawaiian Village Waikiki Beach Resort. Complete your designation coursework by July 31st, 2015 to secure your spot at Commencement.
in the news
Guy Baker
Alumnus of The Month – March 2014
Guy Baker, MSFS, MSM, CLU®, RHU®
The Alumnus of the Month for March 2014 is Guy Baker, MSFS, MSM, CLU®, RHU®. Click below to read more about his experience and impact on the industry.

Congratulations, Guy!
Read more
Today's Top Stories
LifeHealthProShowing Dedication Through Designations

LifeHealthPro – American College receives $1M gift to establish fellowship

CNNMoney – Forget the 4% withdrawal rule
One Person - Transforming Lives with The American College - Join Our Campaign. Give Now!
ChFC and CLU - Highest Standard of Knowledge and TrustThe 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.

*CFA® does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Analyst Success. CFA® and Chartered Financial Analyst® are trademarks owned by CFA® Institute.
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