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 the beneficiary. Learn how...
Published on May 10, 2010
PFP Member Advantages by Membership Type
Complete listing of member benefits for PFP and PFS.
Published on February 05, 2014
Client Letter Template
From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients
Published on April 09, 2010
Office Productivity Tools - PDAs and Smartphones
Learn the benefits and draw-backs of using PDAs and Smartphones when it comes to managing your practice.
Published on January 15, 2013
Trust Situs for Dynasty Trusts & DAPTs
This webcast discusses the use of dynasty trusts and domestic asset protection trusts (DAPTs) and the importance of jurisdiction selection.
Published on November 25, 2013
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
Illustrative Letter for a Limited Service Engagement
A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 20, 2010
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on July 23, 2014
Fox Financial Planning Network Program Details
Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on May 03, 2013
Personal Financial Planning and Wealth Advisory Publications
Publications relevant to personal financial planning and wealth advisory services.
Published on August 07, 2013