Date: Nov. 15, 2024
Time: 10 a.m. – 12 p.m. PT
Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.
1000002693-124999
Closed Captioning Available
CPAs, financial advisors and industry professionals.
Specialized Knowledge
Intermediate
A basic understanding of insurance
None
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.