Insurance Contracts and Needs Analysis (On-Demand) 2019

Description

The management of the economic risk of premature death and disability is critical to any personal financial planning engagement. For most clients, this is the greatest risk to their personal financial plan. As their personal financial planner, you are expected to be thoroughly knowledgeable in the life and disability areas. In this CPE course, you will learn the legal elements of the insurance policy, as well as other agreements which personal financial planners should have some familiarity with to educate and serve their clients well.

Learning Objectives
  • Distinguish among the three types of life insurance needs analysis.
  • Determine the amount of emergency reserves required for a personal financial planning client.
  • Calculate an inflation-adjusted return.
  • Distinguish the roles of the insurance company and the potential insured.
  • Identify the principle that underlies most insurance contracts.
  • Determine the appropriate contractual remedy based on facts and circumstances.
Major Topics
  • Insurance needs analysis.
  • Elements of insurance policies.
  • Legal requirement of insurance contracts.
Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications
2
Who Should Attend
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.
Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2
Format
On-Demand
Instructors
Multiple

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$99.00
Become A Member

Purchase This Program

Insurance Contracts and Needs Analysis (On-Demand) 2019


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×