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    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

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement
    Published on March 25, 2014

    Analysis of Life Insurance Policies

    Overview Join Lee Slavutin as he provides a rational approach to selecting a suitable Life Insurance product commonly used in estate and financial planning
    Published on July 27, 2014

    The Economics of Life Insurance

    Webcast In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning
    Published on September 30, 2013

    The Economics of Life Insurance

    Audio Amy Sonstein discusses what CPA financial planners need to know about insurance planning
    Published on September 30, 2013

    The Economics of Life Insurance - Handout

    Presentation Amy Sonstein discusses what CPA financial planners need to know about insurance planning
    Published on September 30, 2013

    5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance

    Article If you’re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach
    Published on August 18, 2014

    CPA/PFS Perspectives - Addressing Client Life Insurance Questions in your Practice

    Presentation In this Perspectives webcast, a panel of experienced speakers address life insurance as a tool that CPA practitioners use to manage estate planning, asset protection, and risk management needs for their clients
    Published on November 11, 2014

    The CPAs Guide to Financial & Estate Planning Volume 2 - 2014

    Guide Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
    Published on September 23, 2014

    PFP Planner - May/June 2014

    Article The May/June 2014 issue of Planner covers life insurance, retirement planning and post-mortem administration
    Published on June 02, 2014

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