Insurance Analysis & Implementation: What CPA Financial Planners Need to Know 

Seminar recording | Presentation materials

Supplemental materials:
Analysis of Life Insurance
Life Insurance Trusts
Policy Valuation
Top 10 Insurance Planning Mistakes in an Estate Planning Context

As trusted advisers, 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 best fit into the holistic financial plan.  Join Lee Slavutin as he shares the key considerations to address with your clients now, including: 

  • Reviewing life insurance illustrations for the products commonly used in estate and financial planning
  • Pitfalls to avoid in life insurance trusts
  • Valuation of life insurance policies for gift or sale
  • 10 tax traps to avoid in life insurance planning



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