The Educational Services Division
                         of
"The Wealth Pre$ervation Company" ™
Joseph F. Blum, CLU, TEP & Associates

CPA Continuing Education Seminars

For many years I have presented seminars to the Legal and Accounting community as a way to “give back” for the many referrals, on which our business has been built.

I have now formalized these presentations into a seminar series on the subjects listed below. 

All presentations contain easy to understand visuals, and a complete copy of the entire presentation is given to each attendee. 

The available seminars and their qualifying CE credits are as follows:
Title	Subject Matter	CE Hours
1. Where the #’s come from on Life Insurance Sales Printouts	Understanding sales proposals received from the firm's clients	1.5 Hours
2.Split Dollar Life	Insurance Variations, taxation, current legislative developments.	1 Hour
3. Life Insurance Primer	Understanding how Universal Life, Whole Life and Variable Life are “built” and how they work.	1 Hour
4. Increasing Firm Revenues Through Life Insurance Sales Bane or Boom	CPA firm insurance division.	1 Hour

Choose the presentation you would like to review:
Split Dollar	View Online
Click View Online for a synopsis and full copy of the new Regulations
Life Insurance Primer	View Online
Whole Life, Universal Life, Variable Life
Uses of Life Insurance in Business Settings	View Online