Virtual
Life and Disability Insurance: A Pillar for Business Continuity
Date: July 22, 2024
Time: 2 – 3 p.m. PT
CPE: 1
Overview
Sponsored by CalCPA Health, the webinar addresses the challenges of the financial impact of losing a key person or owner due to death or disability, and ensuring business continuity during unknown and difficult times. Participant will benefit by gaining a deeper understanding of how life and disability business insurance works and how it can safeguard business continuity for themselves and their clients, key stakeholders, and employees.
Product Code
1000003411-128993
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and Professional Staff.
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
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 BlandSponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
