Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is its too late to plan after the fact! Attend this workshop and learn everything you need to know about insurance to be able to advise your clients wisely! 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 will 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. This is a must program to help your clients prepare for the unexpected!
Learning Objectives
• Understand the many exposures associated with various types of risk
• Learn how to assess, evaluate and diagnose proper insurance strategies
• Review how to apply practical solutions to mitigate risks
• Learn about the distinct types of products in the marketplace, policy specifics
• Quantify an appropriate amount of insurance to ensure adequate coverage, underwriting issues
• Regulatory concerns, potential exposures
• The tax consequences of each type of insurance
Major Topics
• Overall insurance concerns
• Various risks surrounding the client and how to manage them
• Different types of products in the marketplace
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