On-Demand
How to Properly Maintain and Fund Life Insurance Policies 2024-25
CPE: 1
Overview
This course explores the fundamentals of life insurance and how to manage life policies for high-net-worth clients. Starting with an overview of major life insurance terminology and policy types, the presentation dives into best practices on how to maintain a policy and covers:
- Questions to go over with your client
- How and when to implement policy reviews
- How to monitor a policy
- Different strategies for if your client gets declined or wants to sell their policy
CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.
Product Code
1000003514
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- To understand the foundations of life insurance policies for high-net-worth clients
- To know the entire cycle of obtaining and maintaining a life insurance policy
- To avoid financial pitfalls by learning best practices to managing life insurance policies
Faculty
Ronald Bland
Ronald Bland has been in the industry since 1985. He started AEIS, Inc. in 1985 with one employee and has grown the agency to be ranked #20 employee benefits agency on the most recent SF business times “Book of Lists”. AEIS is one of the only independent, family-owned agencies to make said list. During this time, Ronald has advised over 700 companies in the bay area, which includes over 40,000 employees. In 2012, he joined United Benefit Advis...
More about Ronald Bland