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Webcast: PFP Boot Camp: Insurance Planning (WBPFSE714)
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This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance.

11/24/2014
When: 11/24/2014
10:30 AM until 1:00 PM
Where: Webcast
Presenter: Tom Tillery


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PFP Boot Camp: Insurance Planning

 

This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance.

 

Objectives:

 

·        Identify, assess and evaluate loss exposures

·        Select and propose risk management technique(s)

·        Articulate the legal elements and characteristics of insurance contracts

·        Compare and contrast types of life insurance - Recognize the various types and uses of annuities

·        evaluate annuity distribution option based on clients goals

·        Differentiate and Compare the various types of disability insurance

·        Select disability benefits and riders based on client need

·        Select appropriate policy form for insured property based on covered perils

·        Choose liability limits based on clients financial statements

·        Distinguish differences between types of individual and group medical expense Plans

·        Analyze need for LTC insurance

 

Requisite Knowledge: Basic knowledge in the area of insurance planning.

 

Advanced Preparation: None

 

Speaker: Tom Tillery

Vendor: AICPA

Field of Study: Specialized Knowledge & Applications

Level: Intermediate

CPE Credits: 3

Yellow Book: No

 

Registration Fees

 

 

Members

$139

CPA Non-Members

$174

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