The Settlement Institute - Helping financial professionals succeed in business!

Frequently Asked Questions - Comprehensive CE course

Many of our clients have questions about the training and Continuing Education program before they enroll. Some of them simply want to verify that they truly will receive everything that we are offering for that one low price. It is true... you truly do get everything mentioned on the offer page!

Take a look at other frequently asked questions below...

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Q: Is the CE course certified in my state?

A: Currently, the comprehensive life insurance CE course is certified in California. By the end of 2007, the course will be certified in all 50 states. If you are unsure whether your state is included, give us a call at 800-666-5854 or email info[at]settlementinstitute.org.

 

Q: What type of CE course will I take?

A: The actual CE course portion of your training is a professionally written text based course that is fully accessible online hosted on one of the nations largest and most reputable Life Insurance CE providors.

 

Q: Do I receive a certificate after I pass the CE test?

A: Yes, you do. After you pass the online multiple choice test approved by your state, you will receive a hard copy certificate for your files by mail. In addition, the CE providor we have partnered with will report your passing grade and CE credit to your state board of insurance.

 

Q: How many life insurance CE credits will I receive when I pass the test?

A: From the feedback we have received from our past students on the preferred length of a specialized CE course, this course is eligible for 1 credit hour.

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Q: How do I gain access to the bonus materials you mention in the offer page?

A: All bonus materials including the 2+ hours of multimedia training, 98 minute teleseminar coaching session, article database, and "Top 9 Ways to Sell" comprehensive manual can be downloaded in our specialized secure online portal.

After you sign up you will receive an email that contains your unique log in information.

 

Q: How do I offer the Ensured Installment Sale™ (Structured Sale) annuity strategy to my clients?

A: This annuity strategy is offered by several of the worlds largest life insurance companies and is specifically designed for helping sellers of highly appreciated real estate defer capital gains taxes.

Currently, these life insurance companies do not allow life insurance licensed individuals to work directly with them on these annuities. They require life licensed individuals to work through their appointed structured annuity brokers, of which there are only a select handfull throughout the U.S.

The Settlement Institute has partnered with the nation's top structured annuity expert and created a special "Exit Advisors Affiliate Program" that enables professional advisors like you, to offer the strategies to your clients and earn handsome commissions on the annuities.

Joining the program is much more than simply certifying you to sell the annuity. It provides full training, marketing support and materials, networking with the other members, access to the exclusive online portal for the Exit Advisor Affiliate members, tools to help you build your business, and much more.

Learn more about the program here >> Exit Advisors Program

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Q: What is the process in receiving my training and CE course?

A: We have tried to make this as simple as possible for you.

  1. After you enroll, you will first receive an email containing the access information for your online training portal where you can instantly download all of your bonuses and multimedia training.
  2. Within 24 hours you will receive an email from our CE providor partner with your access link to the online CE course.
  3. You have full lifetime access to the materials in our online training portal and can come and go as you please.

 

Q: What happens if I cannot gain access to the CE course or online training?

A: If for some reason you have difficulties gaining access to the CE course or online training, please call us at 800-666-5854 or email us at support[at]settlementinstitute.org. One of our customer service reps will be glad to help you.

 

Q: Can I make money by referring my colleagues to take this course?

A: You sure can! We know the value that a personal referral has when it comes to sharing valuable information. If you have colleagues or friends who you feel would benefit from taking this course and earning a CE credit in the process, please email us at info[at]settlementinstitute.org and ask about our "Referral Program".

In this referral program we will pay you a nice commission for each person you refer who ends up enrolling in this exclusive course. It can truly be the easiest and fastest money you have ever made!

 

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