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Insurance Contracts and Needs Analysis

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1.5
21 / S-90200
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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

There are several ways to calculate how risk should be addressed in a personal financial plan. Each of the various insurance products has its own unique set of calculations.

In this audiovisual CPE course updated for the Tax Cuts and Jobs Act, Tom Tillery shows you how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money. In this regard, the personal financial planner occupies a singular position in the risk management process.

The management of the economic risk of premature death and disability is critical to any personal financial planning engagement. For most clients, this is the greatest risk to their personal financial plan. As their personal financial planner, you are expected to be thoroughly knowledgeable in the life and disability areas.

In this course, you will learn the various legal elements of the insurance policy, as well as other agreements that personal financial planners should have familiarity with, to best educate and serve your clients.


Delivery Method: Self-Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.