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    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 April 24, 2014

    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...
    Published on January 03, 2011

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know

    Webcast As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs. Join Lee Slavutin as he shares the key considerations to address with your clients now
    Published on July 27, 2014

    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...
    Published on May 11, 2010

    Insurance Analysis and Implementation - Audio

    Audio Join Lee Slavutin in this web seminar as he shares the key considerations to address with your clients. CPAs are in the best position to meet clients' insurance planning needs. The most successful practitioners first develop an understanding of a client’s financial goals and gather the necessary data to determine
    Published on July 27, 2014

    Insurance Analysis and Implementation - Handout

    Presentation Join Lee Slavutin as he shares the key considerations to address with your clients now. CPAs are in the best position to meet clients' insurance planning needs. The most successful practitioners first develop an understanding of a client’s financial goals and gather the necessary data to determine how insurance needs
    Published on July 27, 2014

    Flood Insurance Not a Cut and Dried Proposition

    Article Get information and insight to develop a basic understanding of the risk and the insurance options available for flood insurance
    Published on July 23, 2014

    Life Insurance Trusts

    Overview Join Lee Slavutin as he shares the key considerations to address with your clients reviewing pitfalls to avoid in life insurance trusts
    Published on July 27, 2014

    The Economics of Life Insurance

    Webcast In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning
    Published on September 30, 2013

    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law...
    Published on September 24, 2013

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