Educational Opportunities

S.T.A.R. Conference Calls and Webex Presentations: S.T.A.R. represents the Sales Training and Resources informational sessions which are presented by guest speakers, sponsors, Home Office personnel and Partners. You will find practice management tools, product updates and sales ideas presented in each of these events. All of the sessions are recorded and placed on our website to be retrieved at your convenience.

Administrative Workshop: You may send your Administrative Assistant to our summer workshops to meet the Home Office staff and be trained on processes and procedures. The training also focuses on the technology used here at United Planners' including our CONNECTUP and Advisor Front Office programs. This workshop will give your administrative assistant the opportunity to share ideas and insights with others from offices across the United States.

Study Groups: United Planners' representatives engage in study groups held throughout the year. Professionals, like you, gather to discuss varied topics of specific interest to them and their specific practice issues.

Reged: Reged provides regulatory continuing education and web-based solutions for the securities and insurance industries. They are the firm United Planners currently uses to handle representatives "firm element" regulatory continuing education requirements. You will also have the opportunity to utilize them for your insurance and CFP or other professional designation CEUs.

Kaplan Educational Services: This site focuses on a wide range of securities and insurance training and educational courses and programs for investment and insurance representatives. Course material and training are available in a variety of formats including, web-based, diskette, printed materials and audiotapes.

Estate Planning Document Preparation & Estate Planning Strategies (EPS): EPS provides a variety of individually customized estate planning portfolios with relevant documents structured specific to your clients particular estate size and planning needs. EPS directs you on the data that is needed and then structures the proper customized portfolio. Each EPS portfolio includes; durable power of attorney, living will, revocable will, trust change documents, asset transfer documents and many other features.

Charitable Trust Services & WealthNET: WealthNet provides the representative with a turnkey, comprehensive, modular CRT presentation and delivery system that is designed to keep the representative in control of the implementation process as well as the ongoing client relationship and asset management.

401k Web-based Marketplace---401konnect:401Konnect is a web-based marketplace for brokers and advisors to assist in locating the best 401(k) plan for their clients and to quickly request proposals from multiple plan carriers.

United Planners representatives have free access to match and compare 401(k) retirement plans in detail to meet their client's preferences. Access is limited to representatives of approved broker/dealers.

Heartland Institute of Financial Education (HIFE): HIFE is a non-profit educational organization. They promote quality, college-level financial education in the workplace. The program is copyrighted and registered as an approved college course. As a Certified Financial Educator your credentials will include the upgraded status of "instructor" which will allow you to present courses to employers on behalf of the college or university in the convenience of the workplace. Visit www.hife-usa.org for additional information.

Financial Conversations: Andrea White is a Certified Professional Co-Active Coach and Senior Financial Conversations coach. She works with individuals and groups of financial advisors as they seek to incorporate coaching skills and practices into their work. As a benefit to United Planners' registered representatives Financial Conversations is here to help with two exclusive coaching events. They offer a custom 6-week JumpStart program with one complimentary coaching session which covers various topics to help you design a successful practice. For more information, visit www.financialconversations.com