Insurance Analysis & Implementation What CPA Financial Planners Need to Know
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
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 and Risk Management
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 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
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
The CPAs Role in Insurance and Risk Management Planning
...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
The Economics of Life Insurance
In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning
Published on September 30, 2013
Corporate-Owned Life Insurance
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also...
Published on May 10, 2010
Long-Term Care Insurance Resources
These resources will help CPA financial planners understand factors to be considered in the long-term care insurance process
Published on October 07, 2013
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
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