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| Invescor equips broker-dealers and insurance companies with training materials, client education materials, and webinars to enable their agents, registered representatives, management, and support staff to recognize when clients might benefit from a life settlement option. Invescor’s agent training webinar, brochure, and PowerPoint are a good means of delivering basic life settlement training for internal certification purposes. |
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The next level of Invescor’s training support is through an exclusive partnership with The National Underwriter Company. The Life Settlement Tools & Techniques authors (Stephen Leimberg, et al) are highly knowledgeable leading industry authorities with excellent subject matter credibility. |
To elevate the quality of life settlement expertise nationwide, Invescor and National Underwriter are making the Life Settlement Tools & Techniques training program available at a discount to broker-dealers, insurance companies, their field forces, and internal staff. Regulators can access the Life Settlement Tools & Techniques program at no charge!
Jointly developed and co-owned by Invescor and National Underwriter, the Life Settlement Tools & Techniques program is the most authoritative, comprehensive life settlement training curriculum in the nation!
Invescor and National Underwriter have done the research, keep the materials current, have filed the CE component, and are managing the entire program online. |
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Available in Continuing Education (CE) and non-CE versions, broker-dealers, agents/reps, regulators, supervisors, and support staff can all now rely on a trustworthy source for life settlement training. Training is easily documented through this online program, including tracking participating individuals and their exam results.
Life Settlement Tools & Techniques is the most time and cost efficient means available for life settlement training, and meets multiple needs:
- General education for agents/reps, supervisors, and support staff
- Life insurance and life settlement continuing education (CE) credits
- CFP and PACE continuing education
- Broker-dealer Firm Element continuing education
- Life settlement training for regulators
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The Life Settlement Tools & Techniques program is organized into four courses with quiz questions at the end of each module.
Individuals can take the Life Settlement Tools & Techniques course in sections, obtaining CE hours as needed. |
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Begin your continuing education experience today! |
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Invescor Discounted Pricing |
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| 1 Course* |
| 2 Courses* |
| 3 Courses* |
| 4 Courses* |
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Agents/Reps, Broker-Dealers |
Regulators |
Non-CE Credit |
Continuing Education
Course Credits |
Non-CE
Credit |
Course
Fee |
Average Credits** |
Course Fee |
Grading & Reporting Fee |
Average State Fees |
Approx. TOTAL |
Course
Fee |
$ 15.00 |
6 |
$ 11.25 |
$ 15.00 |
$ 6.00 |
$ 32.25 |
FREE |
$ 30.00 |
12 |
$ 22.50 |
$ 30.00 |
$ 12.00 |
$ 64.50 |
FREE |
$ 45.00 |
18 |
$ 33.75 |
$ 45.00 |
$ 18.00 |
$ 96.75 |
FREE |
$ 60.00 |
24 |
$ 45.00 |
$ 60.00 |
$ 24.00 |
$129.00 |
FREE |
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| *Pick any combination of sections - whatever works best for you! |
| **See State CE Listing for detailed information regarding state-specific credits. |
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