Personal Financial Planning Update: Insurance Planning Update | PFPUIOD16

Product Code :
Format :
Level :
Designed For :
CPAs who want to understand how to identify client risk exposures, decipher the many alternatives and determine practical solutions in addressing these growing potential concerns.
Field of Interest :
Specialized Knowledge
Prerequisite :
Knowledge and/or experience in basic personal financial planning strategies and insurance planning.
Credits :
2.00 CPE
Description :
In a world where unexplained critical insurance exposures are becoming the norm, learn how you can protect yourself and your clients across a variety of critical personal and business insurance issues. This course will review today's insurance issues involving life, disability, health, long-term care, homeowners, auto, liability (professional and personal) and business; critical exposures that exist in each of these areas; and practical solutions that address these potentially devastating weaknesses. Learn the latest strategies you can use to tackle these exposures. The webcast was originally broadcast on June 28, 2016. Note: There is a minimum passing rate of 70% for this course.
Objectives :
  • Determine how to size up insurance companies.
  • Identify an appropriate method for navigating, evaluating and suggesting policies.
  • Recognize the tax implications when providing recommendations for insurance solutions.
  • Identify critical insurance exposures and prioritize a game plan when addressing them.
  • Determine the tax and financial planning components of life, disability, long-term care, health, homeowners, automobile and professional and personal liability coverages.
Major Topics :
  • Assessing insurance companies
  • Quantifying insurance needs
  • Insurance: Life, disability, health, long-term care, homeowners, authomobile, umbrella (personal liability), business liability and business (first-to-die) insurance
Advanced Prep :
About the Author :
Rattiner Jeffrey H. - <p>Jeffrey H. Rattiner, CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as <i>Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book</i>, and <i>Rattiner’s Financial Planner’s Bible</i>. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.</p>