The Ultimate Online Learning Experience

Senior Needs - Estate Planning Designation
Training and Seminar/Workshop Support
CEPP Helps You Towards Developing and Working With Your
Local Team of Legal, Insurance and Financial Experts

CEPPEstate Planning Institute

Ask about the CEPP STUDY BUDDY Scholarship Program and starting a Pilot Chapter in your community
9 am - 5 pm EST
1 888 865 2611
Enrollment Help Desk 
24 Hours
1 800 232 6465 
The Ultimate Online Learning Experience
Reasons to Enroll  for 
CEPP  training 
Member Benefits

2 Min. Quiz
Do You Know 
What You Don't Know 

Step 1. Online
Enrollment  form

Step 2. Enrollment
Print to Fax

Chapter Outlines

Print Brochure

CEPP-EPI Mission

CE PP  Annual 

CEPP  - History

CEPP- EPI Disclaimer

Exam  Proctor Form

CEPP  Graduates Only
Workshop   Marketing Tools

9 am - 5 pm EST
1 888 865 2611
Enrollment Help Desk 
24 Hours
1 800 232 6465 

Call for information on group or company course and enrollment discounts

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

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

Start Working Smarter 
Not Harder 

Get CEPP Certified 
It's easy and 
self paced 
24/7 Online

Credit Card 
Enrollment Help Desk 
24 Hours

1 800 232 6465 


Table of Contents 
Three Segments - 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 a month. 
The program is self study - at your own pace - online for 
word doc. segment downloads and 3 online exams.

Enroll Online Now

Printed materials are available upon request for additional fee.

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

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 from

  Presentation programs designed  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

Many other CEPP marketing and client building products and services available to CEPP Members

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
9 - 5 PM EST
888 865 2612
9 to 5 EST

CEPP, Dean of studies
Stephen J. Kaufmann, 
Elder Law - Estate Planning
Attorney at Law

Former Virginia 
Deputy Commissioner of Insurance


CEPP 1996 - 2004 Copyright - EPI - All Rights Reserved
CEPP Trademark - Estate Planning Institute 

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

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