Webcast: Life Insurance Basics: What CPAs Need to Know When Serving Individual Clients (XALIFE17)
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Life insurance is a key component of a risk management strategy and is an extremely important tool in helping protect a family’s future income should something happen to one or more of the family’s main wage earners. In this webcast, we take an in-depth look at the four major types of life insurance policies available today. Financial planners must understand the differences in the fundamental structures of each policy. We also explain what questions need to be asked as it relates to each policy

5/16/2017
When: 05/16/2017
12:00 PM until 2:00 PM
Where: Webcast
AICPA
1367821:B391FD8893667E291CB0341E1A060EFB
United States
Presenter: Michael Kitces


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AcronymXALIFE17
CPE2 hours
VendorAICPA
Category
Management
LevelIntermediate
PrerequisiteBasic knowledge of tax compliance and planning concepts
Adv PrepNone
Yellow Book?No
Registration
Member$99
CPA Non-Member$129

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Life insurance is a key component of a risk management strategy and is an extremely important tool in helping protect a family’s future income should something happen to one or more of the family’s main wage earners. In this webcast, we take an in-depth look at the four major types of life insurance policies available today. Financial planners must understand the differences in the fundamental structures of each policy. We also explain what questions need to be asked as it relates to each policy, how the premiums work, and what they cover, along with giving next step actions for financial planners to review with their clients. Lastly, a recommendation of when to use each type of policy is provided.