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Washington Non Qualified Plans

CE Course description

Nonqualified Plans examines the four popular nonqualified selective benefit plans being sold in the marketplace. The course considers the nature and use of:

Compliance and ethical guidelines are applied to the reviewing of sales tools, including the agent’s:

  • Split dollar plans
  • Executive bonus plans
  • Deferred compensation plans
  • Group carve-out plans

In addition to the agent’s sales tools, the sales process itself is examined with the intent of ensuring its compliance with legal and ethical standards. The areas in which ethical or compliances lapses may occur are detailed in each of the steps of the sales process.

Total Hrs / Order Price
1-5 hrs $19.95
6-17 hrs $29.95
18-24 hrs $44.95
25-50 hrs $54.95
51+ hrs $54.95 + $2.00 per additional hour over 50
In addition: A State filing fee of $0 Per Credit Hour will be added to the total

Pricing based on total number of hours in order.

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