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Life Insurance

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21 / S-90201
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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.

The construction of a proposed life insurance solution in a personal financial plan is complex on several levels; so, as a personal financial planner, you must possess a broad range of knowledge of the various insurance solutions available to have a reasoned dialogue with your clients.

Three types of life insurance contracts will be covered in this CPE course: term life insurance, permanent life insurance, and group life insurance (group life insurance will also be covered in another course, "Group Life Insurance and Employee Benefits"). A variety of issues and features pertaining to life insurance contracts are discussed in this course, including the following:

Choosing the optimal design of a policy
Funding and withdrawals features
Dividend options
Nonforfeiture options
Settlement options
Finally, several taxation and tax planning topics will be addressed in this course, including tax planning with life insurance, income taxation of life insurance, taxation at surrender of a contract, taxation of the death proceeds from a life insurance contract and life settlements, transfer of value rules, Section 1035 exchanges, and integrating life insurance with the overall financial plan.


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.