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Become Impossible to Ignore: Implementing Longevity Planning Resources Into your Business

Format: On-Demand Recording
Track: Wealth
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits

Tune in and discover how to create a differentiated advantage by changing the conversation, provide clients with what they really want and, in the process, make your message impossible to ignore.
Read the full description below. 


REGISTRATION & FEES (USD)
$60
 



This product is eligible to be claimed with a Signature benefits package

This product is eligible to be claimed with an Elite benefits package

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Become Impossible to Ignore: Implementing Longevity Planning Resources Into your Business


Raymond James’ vetted longevity solutions for longer living are distinctly unique and offer a way to drive client conversations, and their portfolios, towards a personalized outcome. How do you initiate these conversations? The most effective way to introduce these concepts is via the planning process. In this session, tune in and discover how to create a differentiated advantage by changing the conversation, provide clients with what they really want and, in the process, make your message impossible to ignore.
 


Featured Speaker


Frank McAleer

Frank McAleer,  CFP®, CIMA®
Senior Vice President of Wealth, Retirement and Portfolio Solutions, Raymond James


Frank McAleer is the senior vice president of wealth, retirement and portfolio solutions at Raymond James. McAleer has 30 years of industry experience and leads Raymond James’ efforts to empower its financial advisors with thought leadership, advisory technology and practical guidance to address the evolving financial planning, wealth management and retirement needs of its individual and business clients. McAleer is also on the advisory board for The American College New York Life Center for Retirement Income.

Prior to joining Raymond James, McAleer was senior vice president and head of managed and income solutions with Janney Montgomery Scott in Philadelphia, where he led their sales and marketing of managed investment and retirement income offerings, which included the design and launch of their retirement planning software platform. He has also held various leadership roles at Merrill Lynch and Fidelity Investments. He received his Bachelor of Science from Drexel University and holds the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations.