Health insurance is affected not only by tax law, but by other legislation as well. This CPE course covers the most significant pieces of legislation affecting your clients’ health care:
The Consolidated Omnibus Budget Reconciliation Act
The Health Insurance Portability and Accountability Act
The Patient Protection and Affordable Care Act
Of all the insurance contracts that will need to be employed in a client’s personal financial plan, the disability insurance contract is one of the most difficult to apply. This course will aide the personal financial planner in being well-versed in the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Finally, a personal financial planning client’s home, automobile, and possessions are a significant part of that client’s net worth and represent a lifetime of accumulation. The personal financial planner should have broad knowledge of the variety of insurance contracts available. Planning for property and casualty insurance is more than adequately insuring the risk. It is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools to master this complicated area.
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.