Webcast: Personal Financial Planning Update: Insurance Planning Update (XCPFPUI17)
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In a world where unexplained critical insurance exposures are becoming the daily norm, learn how you can protect yourself and clients across a variety of key personal and business insurance issues. If clients don't have their insurance house in order first and foremost, most other elements of the financial planning process won't ever be attainable. Review today's insurance issues involving life, disability, health, long-term care, homeowners, auto, liability (professional and personal) and busin

8/10/2017
When: 08/10/2017
11:00 AM until 1:00 PM
Where: Webcast
CALCPA
4173173A
United States
Presenter: Jeffrey H. Rattiner


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Acronym XCPFPUI17
CPE 2 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Update
Prerequisite Knowledge and/or experience in basic personal financial planning strategies and insurance planning.
Adv Prep None
Yellow Book? No
Designed for CPAs who want to understand how to identify client risk exposures, decipher the many alternatives and determine practical solutions in addressing these growing potential concerns.
Registration
Member $60
CPA Non-Member $94

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

In a world where unexplained critical insurance exposures are becoming the daily norm, learn how you can protect yourself and clients across a variety of key personal and business insurance issues. If clients don't have their insurance house in order first and foremost, most other elements of the financial planning process won't ever be attainable. Review today's insurance issues involving life, disability, health, long-term care, homeowners, auto, liability (professional and personal) and business; critical exposures that exist in each of these areas; and practical solutions that address these potentially devastating weaknesses. Learn the latest strategies and how to tackle these exposures.

Materials are provided as an ebook.

Objectives

  • Determine how to size up insurance companies.
  • Identify an appropriate method for navigating, evaluating and suggesting policies.
  • Recognize the tax implications when providing recommendations for insurance solutions.
  • Identify critical insurance exposures and prioritize a game plan when addressing them.
  • Determine the tax and financial planning components of life, disability, long-term care, health, homeowners, automobile and professional and personal liability coverages.

Major Topics

  • Assessing insurance companies
  • Quantifying insurance needs
  • Insurance: Life, disability, health, long-term care, homeowners, automobile, umbrella (personal liability), business liability and business (first-to-die) insurance