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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

    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 June 12, 2013

    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 - Audio

    Audio 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 June 12, 2013

    Insurance Analysis & Implementation What CPA Financial Planners Need to Know - Handout

    Presentation 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 June 12, 2013

    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

    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 September 17, 2013

    Life Insurance Trusts

    Presentation Learn the pitfalls to avoid in life insurance trusts
    Published on June 12, 2013

    The CPAs Role in Insurance and Risk Management Planning

    Article ...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

    Long-Term Care Insurance Resources

    Overview These resources will help CPA financial planners understand factors to be considered in the long-term care insurance process
    Published on October 07, 2013

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