CE Resources

The Life Stage Brokerage Network
CE Resources

The Life Stage Brokerage Network understands that continuing education (CE) is vital for continued service to your clients. We also understand that if you choose to advance your industry education through designations you have additional requirements to meet educational standard. These continuing education requirements vary from state to state and from organization to organization. The Life Stage Brokerage Network is committed to bring you great ways to meet those demands of designations through our commitment to The Society of Financial Service Professionals better known as FSP.

FSP provides continuing education through national webcasts provided by FSP National; as well as opportunities to earn CE through live meetings held monthly through local chapters. As the name implies, this is not only open to Financial Advisors, but it also allows other professionals such as attorneys and accountants to meet their industry requirements.

The Life Stage Brokerage Network encourages you to consider membership in order to meet your CE requirements for not only your state insurance licenses but also for any designations that you may hold. We also encourage you to check out our industry solutions page for all of the other benefits an FSP Membership can provide including discounts on items to operate your business to benefits to provide to your employees. It truly is a one stop shop to meet your company’s organizational needs.

If you have questions, feel free to contact us for more information.

Check out upcoming CE events for your local chapter by clicking on the links below.

National FSP Website

The Life Stage Brokerage Network Find Out More

Chris L. Weston, CFP®, ChFC
(515) 210-5771
cweston@lifestagebrokerage.com

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Industry Resources

The Life Stage Brokerage Network
Industry Resources

Sometimes Financial Advisors need assistance in locating tools or services that they can use within their practice. Generally, these tools are in the form of technologies or services that enhance planning and risk management, explain financial concepts, or provide a way to manage communication from advisors to their clients. Financial advisors, who have built or want to build an environment that attracts and retains employees, might spend hours researching ways to develop a benefit and educational program to keep their employees engaged and satisfied.

tools

The Life Stage Brokerage Network understands the time-consuming nature of research. And unless you have a dedicated staff person that focuses on this research, you may feel overwhelmed trying to put together everything your practice needs.

The goal of this page is to provide each advisor who is part of The Life Stage Brokerage Network an opportunity to explore some of the most popular solutions used in the industry today.

Please review our recommended resources. Also, if you currently use a program or service that you find helpful and would like to recommend it to us to include in our resource catalog, please contact us with your recommendation. EMAIL LSB WITH YOUR RECOMMENDATION

If you have questions, feel free to contact us for more information.

Industry Resources

Employee Benefits
Financial Planning Technology
Investment Research, Risk Management, and Insurance
Contact Management Solutions

*Disclosure: The Life Stage Brokerage Network does not endorse any specific benefit or technology. They are provided for informational purposes only.

© The Life Stage Companies, LLC • (515) 210-5771 • Des Moines, Iowa Find Out More