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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 23, 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 & 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

    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

    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 & 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

    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

    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools 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

    Corporate-Owned Life Insurance

    FAQ 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

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