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Expert Live! - Why Life Insurance in a Qualified Retirement Plan?
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Expert Live! - Why Life Insurance in a Qualified Retirement Plan?

This program will discuss the benefits of life insurance in a qualified retirement plan. This is a members-only program.

When: Tuesday, September 10, 2019
1:00 - 1:30 PM ET
Where: Expert Live! Online Program
United States
Presenter: Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Contact: Member Services

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Why Life Insurance in a Qualified Retirement Plan?


How Expert Live! Programs Work

Expert Live! programs are exclusive programs for FSP Members, by FSP Members. The programs are 30-minute online sessions (webinar) that start with a speaker sharing knowledge and insight in his or her specialty, followed by a 10-15 minute Q&A session. The speaker will be on webcam and there are typically no slides or presentation materials. Both typed and verbal questions will be taken during the webinar. Questions can also be submitted prior to the program via the Section e-groups and the conversation can be continued after the webinar on the e-group as well.

This is a live event only - it will not be recorded or archived.


Program Overview

Life insurance is not fun to talk about; it rarely comes up as the topic of conversation at a cocktail party.  However, much like death and taxes, buying life insurance is an essential part of life and a crucial element of sound financial planning.  Generally, individuals are aware of their need for life insurance, but, when it comes to any insurance purchase, people procrastinate until there is an important life event that pushes them to buy it.   For advisors dealing with a business owner or have a client that has access to a retirement plan, there may be a way to facilitate the life insurance purchase: through the qualified retirement plan.  This program will provide the narratives to discover the reasons why life insurance in a qualified retirement plan may make sense and the benefits of having this conversation.


The presentation will include a discussion of life insurance as an asset class and reasons to include life insurance in a qualified plan and will also include a case study.



Featured Speaker:


Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA is the Vice President of Marketing for Security Mutual Life Insurance Company of NY. Ernie is responsible for developing, coordinating, and directing all marketing and sales related operations. This includes activities for the field support units within the Advanced Marketing and Qualified Plan areas.  Prior to joining SMLNY, Ernie was Director of Technical Education for the American Retirement Association (ARA) and also held positions as the Director and Head of Qualified Plan Marketing for the Business Resource Center for Advanced Markets of the Guardian Life Insurance Company in New York, and Regional Vice President of Sales for Aviva.  Ernie is recognized for his expertise in the retirement planning industry, he has published articles in trade publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation, he has appeared on The Wealth Channel, and he is a speaker at professional industry group meetings on qualified plan design for closely held business owners.  He has taught for various colleges on employee benefits, and is an adjunct educator for the American College. Ernie currently holds various professional designations and is registered Series 7, 63 and 65.  Ernie is a past National Board Member of the Society of Financial Service Professionals. He is currently on the Advanced Sales Committee of LIMRA. 


Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET


Additional Info

This program will be broadcast via GoToWebinar. To participate, all you need is a computer with Internet access to see the live presenter via webcam and to ask questions. If you prefer not to view the Web presentation, you have the option to listen only over the phone, however you will not be able to ask live questions unless you are logged in. After registering, you will receive additional information and instructions for participating in the program.

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