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P.O. Box 669 
Luray, VA 22835
Program  Outline

Start Working Smarter 
Not Harder 

 

 

Table of Contents for Three Segments 
With Chapter Highlights

CEPP Designation Program is easy and enjoyable to read. 
The Material is full of practical application for you to 
experience proper and essential asset protection and estate planning.

Each segment is $350.00 - payable as you go or 
save $100.00 when you purchase all three segments in advance for $950.00

  • Each Segment can be done in a weekend or you can take longer
  • The program is self study - at your own pace 
  • Online download of course materials - You can print or study on line
  • Online exam for each segment - with proctor with immediate exam results online
  • Submit Proctor form by fax at completion of exam
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CEPP Table of Contents

CEPP Segment One
Part 101

  • Chapter 1 Estate Planning and the 
  • Financial/Insurance Advisor 
  • Chapter 2 Most Common Mistakes In Estate Planning 
  • Chapter 3 Choices With Your 
  • Estate Planning Goals and Concerns 
  • Chapter 4 What You Are Worth - Your Gross Estate 
  • Chapter 5 What Is Probate? Should You Avoid It?
  • Chapter 6 Taxes 
  • Chapter 7 Your Total Estate Exposure 
  • Chapter 8 Basic Estate Planning Legal Documents 
  • Chapter 9 The Revocable Living Trust 
  • Chapter 10 Taking the Fear Out of 
  • Estate Planning and Completing the Task 
  • A Quick Review 
  • Part 102
  • Chapter 1 Law and the Financial/Insurance Advisor 
  • Chapter 2 Demographics and Expectations 
  • Chapter 3 Customer Satisfaction: The Best Protection
  • against Frivolous Lawsuits 
  • Chapter 4 Market Conduct 
  • Chapter 5 Errors and Omissions Insurance 
  • Chapter 6 Estate Planning Legal Issues 
  • Chapter 7 Asset Protection Strategies 

  • for the Financial/Insurance Advisor 
    CEPP Segment Two
  • Part 103
  • Introduction 
  • Chapter 1 Common Mistakes in 
  • Insurance and Estate Planning 
  • Chapter 2 Property and 
  • Casualty - Liability Insurance 
  • Chapter 3 Life Insurance as Basic Financial Protection for the Family's Lifestyle and Security 
  • Chapter 4 Disability - The Sleeper 
  • That Can Destroy an Estate Plan 
  • Chapter 5 Long Term Care 
  • Chapter 6 Federal Estate 
  • Taxes and Life Insurance 
  • Chapter 7 Annuities and Estate Planning 
  • Chapter 8 Life Insurance, Estate 
  • Equalization and Keeping
  • the Business or Farm Within the Family 
  • Chapter 9 Life Insurance after Retirement
  • Chapter 10 The Uses of Charitable Trusts in 
  • Estate Planning Summary 
  • Part 104
  • Chapter 1 Multi-generational 
  • Estate Planning 
  • Chapter 2 Understanding the 
  • Senior Generation 
  • Chapter 3 Understanding The 
  • Baby Boomer Generation 
  • Chapter 4 Understanding 
  • The X Generation 
  • Chapter 5 Multi-generational Estate Planning in Action 
  • Chapter 6 21st Century Family Concerns 
  • Chapter 7 Love and Tough Love - 
  • Estate Planning Situations 
  • Chapter 8 Special Needs Situations 
  • Chapter 9 When The Generations 
  • Unite for a Common Goal 
  • Chapter 10 The CEPP Practitioner 
  • Help Putting It All Together 

  •  CEPP Segment Three
  • Chapter 1 Need for Long Term Care Planning 
  • Chapter 2 What Is Long Term Care? 
  • Chapter 3 Medicare, Medigap and Long Term Care
  • Chapter 4 Medicaid and Long Term Care 
  • Chapter 5 Introduction to Long Term Care Insurance 
  • Chapter 6 Important Policy Provisions 
  • Chapter 7 Premium Considerations 
  • Chapter 8 Elder Fraud and Abuse 
  • Chapter 9 Consumer Protection Issues 
  • Appendix A: Virginia-Sample Application for Medicaid 
  • Appendix B: Sample Long Term Care Insurance Policies 
  •  
     

    CEPP Graduate Members 
    Enjoy the Savings and Benefits of :

    Estate Planning marketing Programs with Over 250 Estate Planning Slides to choose 


      Presentation programs designed  to suit your need

     
    Workshop Presentation 
    Videos, and/or Speakers
    CEPP TV and Radio Commercials designed to market your estate planning practice 
    Many other CEPP marketing and client building products and Services 
    The Estate Planning Institute 
    is dedicated to providing education programs, 
    products and tools to 
    help you build and 
    protect your 
    estate planning practice
    For more 
    Information call: 
    24 Hours 
    1 800 232 6465
     

    540 743 1733 
    9 to 5 EST
     


     

    Dean of studies
    Stephen J. Kaufmann, 
    30 Plus Years Elder Law Attorney
    JD, MBA, CLU, ChFC, CPCU, FLMI, CEPP
    Former Virginia 
    Deputy Commissioner of Insurance
     
     

    Email us at Support services
     
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    and self paced 

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    CEPP Trademark - Estate Planning Institute 

    FAX: 703-852 4444
    EMAIL: reg@cepp-epi.com

    EPI
    5 Learning Park 
    P.O. Box 669 
    Luray, VA 22835