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:
CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.
1000003514
Online Self-Study
CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge.
Specialized Knowledge
Overview
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