Today is the Best Day to Become a CEA (Certified Executor Advisor)

The boomer generation was born from 1946 to 1964, and the front end of that demographic is already beyond statistical mortality, so those still waiting for ‘the great wealth transfer’ are already late.  The testator era isn’t coming soon; it has arrived. 

This massive wave of births has been called “a slow-motion demographic tsunami’, and this is one wave you don’t want to miss!  Today is the best day to become a CEA.

In the above chart, we see that the current number of deaths matches the number of births one lifespan ago.  The number of new estates will soon reach the unprecedented level of 15,000 per business day. 

The Certified Executor Advisor (CEA) designation is designed to provide candidates with broad, practical knowledge in all the disciplines required to advise an executor / executrix.  This knowledge empowers you to engage with executors; the most trusted and influential people in their testator parents’ lives and those with vested moral and legal responsibility for successful estate settlement.

These are the people involved with estate transfers who actually want to talk to us.

Depending on your profession, you’ll want to engage executors prior to the death of their testators, or at time of death, but either way you’ll want to be recognizable to the executor as the professional who can help them.  The Certified Executor Advisor (CEA) designation makes it clear. 

Engagement with executors prior to death makes sense for Financial Advisors, Life Insurance Agents and Charitable Gift Planners, to work with executors and their testators to ensure the estate is well prepared.  Engagement at time of death is relevant for Funeral Directors, Accountants and Realtors, while other professions might offer assistance at any time.  Successful estate transfer requires a whole team of CEA professionals.

The CEA is a great complement to many professional designations such as JD, CPA, CLU, or CFP, as it demonstrates specialized knowledge in this specific field. 

The National Find a CEA Directory ensures you’re visible to executors and to the other CEA professions. 

They can search for you by name, profession, city, state, or a combination of the above.

It’s also a great resource for you to find CEAs in other professions in your area, so you can market yourselves, hold seminars together, refer clients and build centres of influence.

The CEA program is made up of 8 modules and should take about 28 hours in total to complete.  In fact, it’s been approved for 28 continuing education credits with the CFP Board.  It’s easy because we don’t think learning has to be hard if you do it properly.

The purpose-built learning platform means you can take notes, search, and highlight, all right online. You have quizzes with each module, and then just one multiple choice exam, and before you know it, you’ll be America’s newest CEA!

There are far too many business opportunities and benefits to cover here.  In fact, there are so many that we dedicated an entire module to it in the curriculum!  Check out our website at https://cea.pro/ drop us a note or ask questions at info@cea.pro or schedule a call and we can chat about the business opportunities you’re thinking of developing. 

Or, if you get it already and realize today really is the best day to become a CEA, just click here to register: https://cea.pro/register 

Bonus:  Save $200 plus applicable taxes with the coupon code: ‘Executorium’!