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    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

    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 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

    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 - 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

    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

    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

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