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.
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.