Insurance and Risk Management

    Protection Planning 

    Insurance and risk management planning touches every aspect of life —health, home, family, business and life itself. Your clients are exposed to risk of some loss in virtually every endeavor of their lives. Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.

    Open Hide documents in this section

    Page  1
    Showing results 1 - 4 of 4
    Order by:


    Insurance and Risk Management

    Overview Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
    Published on November 25, 2013

    The CPAs Role in Insurance and Risk Management Planning

    Article CPAs can help clients by both identifying the risks keeping them from personal financial goals and structuring a plan of action to ensure that the risks are adequately protected against. The specific role CPAs play in providing risk management and insurance planning services will depend on level of expertise and
    Published on March 29, 2011

    Introduction to Insurance and Risk Management

    Article Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage the risk. Reviews help clients understand that life changes affect risk management and insurance coverage.
    Published on January 03, 2011

    Protection Planning

    Overview Insurance and Risk Management Planning touches every aspect of life?health, home, family, business, and life itself. Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
    Published on May 11, 2010

    Page  1
    Showing results 1 – 4 of 4
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.