Pricing

ECA Marketing Announces CPA CPE Training Workshop With National Subject Matter Experts

Download as PDF Single Release RSS Feed
Facebook Twitter Reddit LinkedIn Email

Eden Prairie, Minnesota -

ECA Marketing, Inc. in Eden Prairie, Minnesota, announced the addition of a new CPA CPE Training workshop.

The program will feature two experts, the first is Kevin Jerry who will be tackling IRC Section 263(a) and why it's the biggest tax change since 1986 as well as implementing the 2014 Tangible Property Regulations. The second expert is Mary Read CPC, QPA, CPFA, who will cover the use of Defined Benefit Plans to keep the section 199A Deduction as well as a unique approach to distributing qualified plan assets on a tax advantaged basis. The CPE workshop is scheduled for August 23rd 2018 at ECA Marketing’s home office and two sessions available a morning session from 8:00AM CDT to 12:00 Noon and the afternoon session from 2:00PM CDT to 6:00PM CDT; both sessions offer 4 CPE credits. CPA’s or agents interested in attending are urged to register as early as possibly because seating is limited.

All CPA’s are welcome to attend, but in order for agents and advisors to attend they must be accompanied by a CPA they invited. For additional event details and to register visit www.cpeadvantage.com. Offering CPE for CPA's is consistent with ECA's goal of helping advisors serve their client’s most pressing needs. "The CPE program trains CPA's to educate their clients about unique tax opportunities that are available using life insurance, as well as introduce them to our network of advisors" says ECA President Joe Spillman.

Agents and advisors work independently through a partnership with ECA that is built on mutual benefit and support. This event encourages agents and advisors to seek professional alliances with progressive CPA's. Stephanie Dahl COO with ECA Marketing states, "Our agents and advisors in the field do the hard work of helping their clients with their financial needs, and working with a qualified CPA on their team is an important part of offering clients integrated solutions."

ECA Marketing’s origins date back to 1985. The company is a National Annuity and Life Marketing Organization that does business in all 50 states in the nation as well as a number of United States territories. Since 2006, the company has produced more than $10 billion in Fixed Annuity and Target Life Premium. Its management are part of the Field Advisory Councils of six different carriers. ECA Marketing is one of the largest independent marketing organizations in the United States today. The company states that their many years in business, combined with the dedication and knowledge of their field agents and financial advisors is what has helped them to reach multiple business goals throughout the years. Those interested in learning more can visit ECA Marketing online at www.ecamarketing.com.

Download as PDF Single Release RSS Feed
Facebook Twitter Reddit LinkedIn Email

About ECA Marketing, Inc. :

ECA Marketing is a National Annuity and Life Marketing Organization doing business in all 50 states and several U.S. territories. ECA Marketing is one of the country’s largest Independent Marketing Organizations

Contact ECA Marketing, Inc.:

Joe Spillman

7800 Equitable Drive, Suite 200
Eden Prairie, Minnesota 55344

800-356-4189

Social Media:

Additional News Releases From ECA Marketing, Inc.:

March 22, 2024ECA Marketing Unveils Advanced Media Production Studio for Agents and Advisors

December 06, 2023ECA Marketing, Inc Partners with Wichita National Life Insurance to Launch Competitive Multi-Year Guaranteed Annuity Product

February 23, 2022ECA Marketing Announces New Milestone: $20 Billion of Fixed Annuity and Target Life Premium

October 05, 2021Upcoming Webinar for Financial Professionals and Insurance Agents: Forecast on US Economy by Economist Bryan Jordan

September 03, 2021ECA Marketing Inc. Receives Better Business Accreditation

November 23, 2020SILAC Insurance Company Sponsors ECA Marketing Virtual Prospecting Summit

October 06, 2020ECA Marketing To Host Client Prospecting Summit For Financial Advisors and Life Insurance Agents

January 23, 2020ECA Marketing, Inc. To Host Virtual Summit On Indexed Universal Life Insurnace

August 30, 2018ECA Marketing and Jonathan Lee Partner to Bring The Game Changer Academy to Financial Advisors

July 06, 2018ECA Marketing Announces CPA CPE Training Workshop With National Subject Matter Experts