Podcast: Is that insurance policy appropriate for your client? An AICPA ENGAGE sneak peek

April 12, 2019

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Is that insurance policy appropriate for your client? In this episode, Susan Bruno and Barry Flagg talk about just that. Let’s take a sneak peek into this panel session, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Find out:

  • How to take a fiduciary approach to insurance planning with your clients
  • Tools and strategies that you can use to advise your clients on insurance with their best interest in mind
  • Real-life examples and action-oriented takeaways

Dig deeper into this topic and other meaningful opportunities at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE.

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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