This course will be LIVE on: Thursday, November 20, 2025, 2:00 PM – 3:00 PM EST.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

This session offers a deep dive into current uses of life insurance in retirement planning, including as a retirement income tool, a risk minimization strategy for retired couples, an offsetting strategy with income annuities, and as a tax-efficient legacy technique for families with excess qualified plan balances. 

This session also considers how life insurance aligns with the OBBBA tax law, as well as the SECURE Acts.. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. 

In "Life Insurance in Retirement Planning" with Steve Parrish, you will:

1. Discuss how life insurance has become a key planning tool for retirement planning, including retirement income and legacy issues;
2. Review the new pricing and distribution of policies that is occurring because of statutory and regulatory changes – a balanced assessment of the current status of life insurance;
3. Present specific examples of life insurance uses in retirement planning for individuals and couples;
4. Consider how life insurance fits into the overall retirement portfolio.

Your presenter is Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Co-Director, The American College New York Life Center for Retirement Income Adjunct Professor, Advanced Planning. 

Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide.

Parrish is an expert on retirement, estate, and business owner succession planning. He is a recognized industry authority, spokesperson and author serving as an ongoing columnist for Forbes.com. Parrish has served as an expert source for such prominent media outlets as InvestmentNews, Money.com, Kiplinger, MarketWatch, Wall Street Journal Radio, USN&WR, HR Magazine, and the Retirement Income Journal. He is also an Associate Editor of the Journal of Financial Services Professionals. In addition, he is a sought-after speaker with bar associations, estate planning councils and state AICPA meetings. He has addressed such financial service organizations as MDRT, AICPA, Finseca, NAIFA, INC 5000, and Society of Financial Service Professionals. Parrish also addresses numerous business organizations nationwide and has served as an expert witness. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

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