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
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