On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018), will be presenting Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.
This is just one of 10 sessions scheduled October 19th - 21st, during APC Impact Week. Over the course of three days, the virtual event will cover advanced financial planning through high-impact presentations and discussions with thought leaders in the field. The specific topics of the event will range from life insurance strategies for business owners, employee stock ownership plans, and more.
Rinn and McHenry are just two of the 15 thought leaders scheduled to present. Impact Week has been approved for up to 8 hours of CFP CE credit for those that provide their CFP license number when registering.
The Advanced Practice Center is a collaboration between NAIFA and the Society of FSP.