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Webcast: PFP Boot Camp: Insurance Planning (WBPFSE715)
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6/22/2015
When: 06/22/2015
10:30 AM until 1:00 PM
Where: Webcast
Louisiana
United States
Presenter: Tom Tillery


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Registration Fees
Members $139
Non-Members $174

CPE: 3 hours
Level: Intermediate
Vendor: AICPA
Category: Specialized Knowledge & Applications
Prerequisites: Basic knowledge in the area of insurance planning.
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

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

 

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