Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too...
11/15/2024 12:00pm - 2:00pm | Online | CalCPA
Members: $89.00, Non-members: $119.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
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.
CPAs, financial advisors and industry professionals.
A basic understanding of insurance
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