October Connections Newsletter 2012

The American College - Connections: Inside The DNA of Financial Services


October 2012  

Act now to prepare your clients for 2013 tax changes!

On September 20, more than 200 alumni attended Philadelphia LIVE – an hour advanced educational event featuring faculty from The American College and other notable industry thought leaders.

Professor Theodore “Ted” Kurlowicz, JD, CAP®, ChFC®, CLU®, holder of the Charles E. Drimal Professorship in Estate Planning and a Professor of Taxation at The American College was one of the featured presenters. Click below to see the opening portion of his presentation and to get a sense of the in-depth advanced education available at alumni tour events.

Philadephia Live

If the candidates' approach to financial issues is important to you in the upcoming presidential election, be sure to check out this video. Professor Kurlowicz talks about some of the legislative changes that will impact your clients in the coming year.

Chicago, Miami and Boston will be the sites of our next alumni tour events. Included will be thought provoking presentations that qualify for continuing education credits.


CFP Board Exam Review


Combine your required case-study course with a comprehensive CFP Board exam review!

Mark your calendar:
January 16–20 in Las Vegas, NV

Prepare in advance, then commit one intensive week to learning from the best CFP® education instructors. You can earn credit for CFP Board’s new case-study course and be better prepared for your exam. Perfect for exam challengers, too!1


Combo Class Case-study Course & Exam Review:

Offered in an intensive live classroom format, you’ll spend 2½ days completing final requirements for the case-study course and 2½ days reviewing for the comprehensive exam.


Read More

1All CFP Board applicants must meet current eligibility requirements.


Bloomberg Features Our Ethics Expert

On October 3, Julie Ragatz, Director of the Cary M. Maguire Center for Ethics in Financial Services at The American College, was interviewed live on Bloomberg TV’s “Bottom Line” on how the Center and The American College protect consumers by training practitioners to become more sensitive to ethical issues and to think more critically about ethical solutions. Please click below to see this informative and engaging interview.


Julie Ragatz on Bloomberg TV





Healthcare Reform

What Your Clients Expect You to Know

Classes starting in November!

Advisors who understand the practical implications of healthcare reform and how to move to a consulting-based practice will win in this environment. The American College, leading accredited educator of financial advisors, has prepared two 10-week Chartered Healthcare Consultant™ webinar courses to help you stay ahead of this historic legislation:

Essentials of Healthcare Reform (HS 345):
All of the practical basics, timelines, terminology, and overview of how the new laws will impact you and your clients.
Professor: Arthur Tacchino, JD
Tuition: $750 per course
Next Start: November 27, from 1 — 3 pm ET

The Healthcare Consultant (HS 346):
How to create a vibrant healthcare consulting practice under the new legal and regulatory landscape.
Professor: Arthur Tacchino, JD
Tuition: $750 per course
Next Start: November 28, from 1 — 3 pm ET

Registrations are on a first-come,
first-served basis and these courses
are expected to fill up quickly.

REgister Today

or call a Professional Education Counselor at


Social Survey

We Need 90 Seconds of Your Time: Social Media Survey

Your College wants to know more about how you are using social media in your practice and if you might be interested in our creating a course on this subject next year. Will you take a few minutes to help us by completing this short survey?

REgister Today


Chicago Live

Many thanks to our event sponsor, Pacific Life, and our lunch sponsor, Futurity First!

Don't Miss Chicago LIVE!

The next Alumni Tour for The American College is rapidly approaching! Chicago LIVE is scheduled for Friday, December 7, from 9:30 am to 2:00 pm at:

Hyatt Regency McCormick Place
2233 South Martin L. King Drive
Chicago, IL 60616-9985

The cost is $35 per seat or a Table of 12 for $350.

The outstanding presentations include:

Larry Barton

Industry Update
Larry Barton, CAP®, Ph.D.
President and CEO, The American College

Ted Kurlowicz

“Repeal, Sunset, Reform, Clawback… What Are Our Opportunities To Protect Families?”
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, AEP, CAP®
Charles E. Drimal Professor of Estate Planning
Professor, Taxation, The American College

Quincy Krosby

“Post-Election Economy”
Quincy Krosby, Ph.D.
Chief Marketing Strategist, Prudential Annuities

Mary Quist-Newins

“The Financial Goals, Concerns and Actions of Women Business Owners”
Mary Quist-Newins, CLU®, ChFC®, CFP®
Director of the State Farm® Center for Women & Financial Services
Assistant Professor of Women’s Studies


2012 Alumni Hall of Fame Award

Maury Stewart

The American College is proud to recognize Maury Stewart, CLU®, ChFC®, CLF® as our 2012 Alumni Hall of Fame Award recipient. The Induction Ceremony is sponsored by Jeff Hughes, CEO of Gama International.


If you have any questions, please call Allen Thomas at 610-526-1422 or Bryan Yackulic at 610-526-1332.


Darlene Glenn

Darlene Glenn: October Alumna of the Month

The American College is pleased to recognize Darlene Glenn as the October 2012 Alumna of the Month. Matriculating students, like Darlene, who are nearing completion of a designation or degree from The American College, are considered members in The American College Alumni Association. Darlene discovered how helpful live classes could be in her quest to complete her CLU® designation. She subsequently was instrumental in promoting numerous live CLU® classes to State Farm colleagues in Southern California. Darlene has worked with her peers, agents, and executives to hold these live classes, helping dozens of people work toward their designations. The College would like to commend Darlene for her incredible effort to help others realize their educational goals.

Darlene is an Agency Field Consultant at State Farm Insurance. She joined State Farm in 1984 as an agent in Aiken, South Carolina, and grew her business into a successful operation with nine employees. Darlene joined the State Farm Corporate Agency Development Program, serving as a lead coach facilitator and rolling out the program to zones throughout the State Farm Enterprise. She later became an Agency Field Consultant in Orange County, working with teams of agents to develop and implement their business goals. Her high-performing team has led the California Zone in auto, life and recruiting.



Congratulations, Darlene!


Alumni Travel & Learn Cruise:
Pre-Cruise Weekend in Paris

May 13-23, 2013

Prior to the kick-off to the 2013 Travel & Learn Cruise, The American College will be hosting an optional pre-cruise weekend in Paris. If you’ve never seen The City of Lights, now is your chance to take part in a memorable, College-exclusive trip of a lifetime.

After arriving at Charles de Gaulle Airport, guests will check in at the Four-Star Paris Marriott Rive Gauche Hotel. The hotel has received rave reviews for an abundance of charm, superb restaurants and bars, marvelous rooms and suites and luxurious amenities.

The weekend includes a trip to AXA Equitable Headquarters, one of the largest financial corporations in the world. Guests will be treated to an overview on the investment markets and global economy by one of their top executives. A College-sponsored wine and cheese party will follow, offering some of France’s best wines.

With continuing education credits and the benefits of learning at sea, you will see why so many graduates participate each year in this program.

To learn more about this amazing, can’t-miss weekend, visit:

Don't say, "I wish I had..." Join us!


Attention CLU®s and ChFC®s: Grow Your Business on DesignationCheck.com

Designation CheckDesignationCheck.com, from The American College, is designed to grow your business and increase your visibility to the public as well as help create a more discerning consumer.Â



By opting in to this tool, potential clients can help locate you in a search of credentialed advisors in their area and learn more about the respected designations offered by The American College.


Click below for more information about how to ensure you’re listed on Designation Check.


CLick Here To Register



are you a Giver or a Taker?

Are You a GIVER or a TAKER?

It's true.

Some people forget the building blocks—people and institutions—that helped fuel their success.

We believe that The American College merits your support because, in addition to helping you achieve the best credentials in insurance and financial planning, we continue to support you with research, continuing education, and free access to online interviews with the foremost financial services experts—all designed to keep your practice current.

Will you consider making a donation to the Annual Giving Campaign to continue our efforts to build a stronger College? Now, more than ever, we need your support.

Simply make a donation today using our secure online giving form or call
Rana McNamara at 610-526-1323.

Thank you for your commitment to the
highest level of professionalism in our field!


The Wealth Channel Magazine

The Wealth Channel Magazine Winter 2012 issue available now!

You don’t want to miss the latest issue of The Wealth Channel Magazine that tackles head on the dilemma more and more seniors are facing the longer they live – the very real threat of outliving their resources!


This issue is jam packed with content to help you as a financial services professional assist your clients to —


  • Develop strategies to beat Father Time
  • Avert the long-term care risk
  • Avoid the unsound bucket approach to retirement income planning
  • Take appropriate action in the suspected case of elder financial abuse
  • And so much more…

Click to read the interactive magazine.


Save January 3, 2013 for the Most Talked About Webinar of the Year


Live WebinarFor the past two years, Dr. Larry Barton has hosted a live webinar for the financial industry in which he offers a sweeping overview of what's ahead in terms of competitive factors, commission disclosure, fiduciary standards and economic forecasting that matters to you and your practice. Each program has received the highest ratings because it's no-nonsense, fast paced and tailored to high impact advisors and agents. Mark your calendars now for Thursday, January 3, 2013 at 11 am Eastern. You will be able to sign up for this free program in our November and December Connections.

The Wealth Channelâ„¢ - All Business. No Static. - Take The Tour!
ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

Share with your clients: ChFCHighestStandard.com & CLUHighestStandard.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERâ„¢, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERâ„¢, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.