The Ultimate
Online
Learning
Experience!
To
Provide Meaningful - Practical - Hands On Due Diligence Training and
Experience
for Professionals Seeking To Advance In Their Estate Planning
Career.
Prepare
Advisors and Equip Them For Public Seminar Presenting That Can Be Most
Rewarding For The
Community
and The Advisor.
Provide
Basic - Intermediate - Advanced Assessment Discipline Training To
Raise The Standard of Estate Planning Practices - Utilizing Practical
Steps
in Education Material To Allow Opportunity for
Experience
and Build Confidence.
Make
Available Training Towards Helping Advisors Better Protect Families and
Businesses From Avoidable Losses - And Help Them Reduce Risks of
E&O
Law Suits from Dis-satisfied Heirs in the Future.
The
CEPP Designation is your first step towards achieving estate planning
excellence
for you and your clients. CEPP is designed for Insurance Life/Health
and
Property/Casualty, Securities, Financial, Banking, Accounting, Legal
and
other Professionals that advise people on Legal and/or Financial
matters.
CEPP Professionals are dedicated to working with a team of Legal,
Financial
and Insurance Professionals. CEPP Graduates strive towards
raising
the standards for disciplined and proper Legal & Financial -
Insurance,
Retirement, Long Term Care and Estate Planning assessments, counsel,
practices
and services. Discipline means using due diligence by always
putting
client's
needs first and foremost. Estate Planning discipline also includes
doing
a thorough assessment to properly Identify and address asset exposures.
To achieve protection solutions working with a team of Legal, Financial
and other professional advisors.
Reasons To Enroll
1. To
practice due diligence and build integrity, discipline, experience and
confidence with specific estate planning steps and tools while
preparing
you for a very exciting and growing need with
Seniors
and their families.
2. For
support with workshops, slides, and marketing tools so you can help
raise
awareness for the needs and concerns of families, seniors, and the
growing
elderly
population
in your community.
3. So
you can build a reputation of raising the standards of proper
Legal-financial
Estate Planning Professional services and the importance of working
with
a team of professionals in the Senior needs, asset
protection
and and Estate Planning arena.
4.
To better understand and educate your clients and the community about
the
benefits of early and preventive Estate Planning for business
owners,
Seniors
and their families.
5. To
be equipped to help raise awareness, the need and advantages of
preventive
and multi-generational Estate Planning, rather than 11th hour
crisis
planning.
6. So
you can build a reputation of helping families protect their quality of
life, security and
control
over their destinies.
7. So
you can learn strategies and solutions to better protect your clients
assets,
your own assets, your agency's assets, and /or your company now
and
later
from devastating lawsuits.
8.
To understand steps towards minimizing and/ avoidance of Estate
Planning
errors and omissions complaints and law suits in the 21st Century.
9. To
help you build and increase your time management and productivity in
the
Senior, Long Term Care and Estate Planning market for your increased
rewards
personally and for your agency and/or
company
today and tomorrow.
Dean
of studies, Stephen J. Kaufmann,
Virginia
Attorney at Law, JD, MBA, CLU, ChFC, CPCU, FLMI, CEPP
Former
Virginia Deputy Commissioner of Insurance
CEPP 1996 - 2003
Copyright EPI - CEPP Trademark
Estate Planning
Institute - All
Rights Reserved
|
CEPP
Members
Appreciate
Courses
That
Are
Enjoyable, Practical, Valuable and Affordable!
CEPP
Graduates
Enjoy the
Savings and
Benefits of :
- Estate
Planning
- marketing
Programs
- with
Over
250 Estate
- Planning
Slides
- to
choose
from
Workshop
Planning
- Assistance
to suit your specific
needs within your compliance requirements
Workshop
- Presentation
- Videos,
and/or Speakers
CEPP TV
and
Radio
- Commercials
designed to market
your estate planning practice in your community
CEPP
marketing Coaching
with
client building
products and
services
available
to CEPP Graduates
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