The Economics of Life Insurance

Originally aired 9/25/13

Seminar recording | Presentation materials

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 Amy Sonstein, CPA/PFS as she shares smart strategies for insurance planning. In this webcast, you will learn:
  • The types of life insurance
  • How much should your clients own?
  • What is the true cost of life insurance?
  • How does the type of life insurance owned affect your clients’ retirement lifestyle?
  • Life insurance and small business owners