Provide Meaningful - Practical - Hands On Due Diligence Training and
for Professionals Seeking To Advance In Their Estate Planning
Advisors and Equip Them For Public Seminar Presenting That Can Be Most
Rewarding For The
and The Advisor.
Basic - Intermediate - Advanced Assessment Discipline Training To
Raise The Standard of Estate Planning Practices - Utilizing Practical
in Education Material To Allow Opportunity for
and Build Confidence.
Available Training Towards Helping Advisors Better Protect Families and
Businesses From Avoidable Losses - And Help Them Reduce Risks of
Law Suits from Dis-satisfied Heirs in the Future.
CEPP Designation is your first step towards achieving estate planning
for you and your clients. CEPP is designed for Insurance Life/Health
Property/Casualty, Securities, Financial, Banking, Accounting, Legal
other Professionals that advise people on Legal and/or Financial
CEPP Professionals are dedicated to working with a team of Legal,
and Insurance Professionals. CEPP Graduates strive towards
the standards for disciplined and proper Legal & Financial -
Retirement, Long Term Care and Estate Planning assessments, counsel,
and services. Discipline means using due diligence by always
needs first and foremost. Estate Planning discipline also includes
a thorough assessment to properly Identify and address asset exposures.
To achieve protection solutions working with a team of Legal, Financial
and other professional advisors.
Reasons To Enroll
practice due diligence and build integrity, discipline, experience and
confidence with specific estate planning steps and tools while
you for a very exciting and growing need with
and their families.
support with workshops, slides, and marketing tools so you can help
awareness for the needs and concerns of families, seniors, and the
in your community.
you can build a reputation of raising the standards of proper
Estate Planning Professional services and the importance of working
a team of professionals in the Senior needs, asset
and and Estate Planning arena.
To better understand and educate your clients and the community about
benefits of early and preventive Estate Planning for business
and their families.
be equipped to help raise awareness, the need and advantages of
and multi-generational Estate Planning, rather than 11th hour
you can build a reputation of helping families protect their quality of
life, security and
over their destinies.
you can learn strategies and solutions to better protect your clients
your own assets, your agency's assets, and /or your company now
from devastating lawsuits.
To understand steps towards minimizing and/ avoidance of Estate
errors and omissions complaints and law suits in the 21st Century.
help you build and increase your time management and productivity in
Senior, Long Term Care and Estate Planning market for your increased
personally and for your agency and/or
today and tomorrow.
of studies, Stephen J. Kaufmann,
Attorney at Law, JD, MBA, CLU, ChFC, CPCU, FLMI, CEPP
Virginia Deputy Commissioner of Insurance
CEPP 1996 - 2003
Copyright EPI - CEPP Trademark
Institute - All
Enjoyable, Practical, Valuable and Affordable!
Benefits of :
to suit your specific
needs within your compliance requirements
designed to market
your estate planning practice in your community
to CEPP Graduates