Webcast: What Your Broker Won't Tell You About Insurance Planning

Many people are completely misinformed when it comes to analyzing, evaluating and purchasing insurance. In fact, many brokers do not reveal all aspects of the insurance experience: from reporting claims and distinguishing among product types to discussing different commissions generated based on a client's actions! Learn how to better serve your clients by understanding and evaluating insurance exposures, selecting recommendations through  comprehensive analysis and advising clients on best solutions to address their specific needs.
In this course, you will build insurance-related expertise so you can competently advise clients about their options. You will learn how to define and evaluate the scope of a client's exposure and how to apply practical insurance solutions to mitigate those risks. You will also gain a significant and objective understanding of the distinct types of available insurance, learn about policy specifics and develop the ability to quantify an appropriate amount of insurance to ensure adequate coverage. The class will cover underwriting issues, potential exposures and the tax consequences of each type of insurance in a lively and entertaining format.  This is a must-attend course for the serious CPA who wants to gain a working knowledge of insurance.