Transcript Presentation: The American College

The Leader in Financial Services Education
Presentation to NAHU
Anthony Boquet, CLU,
ChFC, CASL, LUTCF
2009
A Heritage of Excellence
• 158,000 graduates
• 36,000 students
• Highest accreditation
• 82 years of success
• Digital campus
• Non-profit education leader
for insurance professionals
Founded in 1927 – the nation’s oldest and
largest nontraditional institution for life
insurance and financial services
30 Faculty Experts
Ron Duska, PhD,
Charles Lamont Post
Chair of Ethics and
the Professions
Professor of Ethics
Mary Quist-Newins,
ChFC®, CLU®, CFP®
State Farm
Chair in Women
& Financial Services
David Littell, JD,
ChFC®, CFP®
Joseph E. Boettner
Chair in Research
Glenn Boseman,
DBA, CLF®, CLU®
Roger Hull-James S.
Bingay Chair in
Leadership
Walt Woerheide,
PhD, CFP®
Frank M. Engle
Distinguished Chair in
Economic Security
Research
Connie Fontaine, JD,
LLM, ChFC®, CLU®
Larry R. Pike Chair in
Insurance and
Investments
Designations and Degrees
®
®
®
®
®
®
®
®
The Value of Professional Credentials
•Increases confidence and professionalism
•Accelerates career advancement
•Increases respect with clients and peers
•Helps advisors earn a larger share of their clients’ business
•Reduces liability
•Facilitates succession planning with a consistent level of
industry knowledge
Survey Results- Credibility
Those surveyed were asked how their RHU/REBC
designation has benefited their career?
78% claimed to have seen an increased credibility
in their practice.
68% claimed it provided additional expertise, as
well as contributed to them being able to open
new markets.
Survey Results- Income
Do designations payoff?
WOW!! In a big way…
Your peers disclosed that they experienced up to
a 41% increase in income due to having RHU/
REBC designation.
Group Benefits
Become An Employee Benefits Specialist
•Earning The Registered Employee Benefits Consultant®
designation enhances your competitive edge in the dynamic
field of employee benefits.
• Gain deep, practical knowledge on pensions and retirement
plan funding, installation, and administration.
• Learn about group medical plans, long-term care, executive
compensation, personnel management, and much more.
REBC® Curriculum
Required Courses (3)
HS 325 Group Benefits
HS 326 Planning for Retirement Needs
HS 340 Advanced Topics in Group Benefits
Elective Courses (Choose 2)
HS 342 Executive Compensation
HS 343 Compensation and Personnel Management
HS 344 Advanced Topics in Managed Care
GS 814 Qualified Retirement Plans*
Group & Individual Health
The Premier Credential in the Health Insurance Market
• Broaden your knowledge with the most comprehensive information
available on group insurance benefits and health insurance for
individuals and families.
• Stay current with the major benefit protection laws, including COBRA,
ERISA, and HIPAA.
RHU® Curriculum
Required Core Courses (2)
HS 325 Group Benefits
HS 340 Advanced Topics in Group Benefits
Elective Courses (Choose 1)
HS 313 Individual Health Insurance
HS 344 Advanced Topics in Managed Care
Health Care for 2009 - 2015
• More pressure on health care margins from increased competition
• More cost shifting to the employee
• Greater need for usable information about treatment option, cost,
and provider quality
• Greater demand for Chronic case management services and
wellness strategies.
• These years will be focused on information and communication on
all levels, especially from professional sales representatives.
Master of Science in Financial Services (MSFS)
• Graduate level education specifically for financial
services professionals
• Emphasizes analysis, planning and implementation
strategies
• Combines self-study and on-campus residency programs
• Applications oriented curriculum, including case studies
and client practitioner issues
Master of Science in Management (MSM)
• Explores the impact of global economic changes and the
opportunities they present
• Essential curriculum for industry leaders and senior
executives
• Completely updated in 2005 with new emphasis on
leadership
• Participants complete the program in just one year
Innovation in Program Delivery
• Exceptional study aids
• Quality instructors
• Live instruction
•Textbooks online
• Peer interaction
• Convenience of
your desktop
• Interactive exercises
• Intensive review
programs
• Move at your pace
The Online Learning Center
• Practice exams
• Video & audio modules
• Readings
• Discussion boards
• Access to live online classes