achievementadvance-careeralert-bluealert-grayalert-redalert-whitealertarchery-boardarrow-downarrow-rightarrow-uparrows-clock-flatarrows-clockbeginblue-trophybriefcase-flatcalendar-clockcalendarcart-ceucart-iconcart-the-institutes-designationscart-the-institutesWhat You Walk Away Withceuchatwidget-standardChatcheckchecklistcheckmarkchevron-down-graychevron-down-whitechevron-downchevron-left-thinchevron-leftchevron-right-thinchevron-rightchevron-upcircle-closeclipboard-clockclosecompleted-ribbon-flatcompleted-ribboncompletion-time-flatcompletion-timecourse-time-flatcustomerdesktopexpandfree-course-flatfree-courselevel-flatlevellight-bulb-flatlive-courselivemap-markernotificationonline-courseonline-learning-grayonline-learningpdfphoneplay-buttonpluspreorderpricingquote-close-darkquote-closequote-open-darkquote-openrocket-flatrocket-uprole-agents-brokersrole-claimsrole-customer-servicerole-data-scientistsrole-risk-managementrole-underwritingsearch-barsearchskills-flatskillsstarstopwatch-flatstopwatchtarget-flattimertool-tiptrophy-flattrusted-flattrustedvertical-certificatevirtual_certificate_flatvirtual-exam-grayweight-balance

The Financial Planning Pyramid: Simple Steps to Protect Income, Assets and Legacy

Explore financial planning through a practical pyramid framework that shows how each layer of financial security supports the next. Starting with cash flow, emergency reserves, and risk management, this webinar builds toward wealth accumulation, retirement income, healthcare planning, and legacy considerations. Emphasis is placed on recognizing gaps, avoiding common planning missteps, and understanding how insurance products fit within a broader financial picture.  

  • Standard Webinar Price: $64.00
  • CEU Unlimited Subscriber Price: Included in your subscription.
    • *CEU Unlimited subscriber webinar discount will be reflected in the checkout process. No discount code or pre-paid agreement number required!
  • NO State Reporting Fees
  • NO Hidden Fees

Enjoy Every Webinar Free with CEU Unlimited. Scroll Below to Get Your Savings Now.

Webinar Details

The Financial Planning Pyramid: Simple Steps to Protect Income, Assets and Legacy

Explore a clear, structured approach to financial planning using a pyramid framework that prioritizes stability before long-term goals. Follow the progression from money management and risk protection to retirement and legacy considerations, while reinforcing how insurance solutions support each stage of a well-coordinated financial strategy. 

Date and Time
Webinar Duration
120 minutes
CE Requirements
Verify your state and license CE requirements
Topics
  • Examine the five tiers of the financial planning pyramid and why sequence matters
  • Identify gaps in cash flow, protection, and savings that can undermine long-term goals
  • Connect insurance solutions to broader financial and risk management strategies
  • Apply foundational concepts to retirement income, healthcare, and legacy considerations
  • Reinforce ethical planning practices that prioritize client needs over products
A pink piggy bank swims cutely in a bath of gold coins.

Enjoy unlimited access to webinars with CEU Unlimited.

As a new or current CEU Unlimited Subscriber, enjoy 12 months of full access to every CEU Webinar. That is in addition to 12 months unlimited access to our robust library of on-demand courses.

PLUS, there are NO state reporting and NO hidden fees for our webinars and on-demand courses– the price you see is the price you pay, period.

Get your CEU Unlimited today.

*CEU Unlimited subscriber webinar discount will be reflected in the checkout process.
No discount code or pre-paid agreement number required!

Back to all webinars