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Concurrent Session Onsite and Online

PFP2319. A Skeptic's Guide to Life Insurance

For CPAs, permanent life insurance often seems like a bewilderingly complex and jargon-heavy product with questionable value for clients. Nonetheless, CPAs are increasingly faced with the challenge of providing advice on in-force insurance contracts and proposed transactions even though life insurance isn't their area of expertise. As it turns out, permanent life insurance isn't nearly as complex as some agents would like for it to appear, the jargon is easily translated and there is almost always real value for clients in owning permanent life insurance - although sometimes in unexpected ways. This session is designed to equip CPAs with what they need to know about how the product actually works so that they can ask informed questions, provide actionable advice and deliver value to their clients when it comes to permanent life insurance.

Learning Objectives:

  • Understand the common mechanics of permanent life insurance
  • Understand the history and current variations of permanent life insurance
  • Differentiate between accurate and inaccurate representations about permanent life insurance
  • Differentiate between appropriate and inappropriate uses for permanent life insurance
CPE Credits
NASBA Field of Study
Specialized Knowledge
For individuals at all organizational levels
Advanced Preparation
Session Tags