PFP2610. Beyond the Balance Sheet: Advanced Annuity and Life Insurance Strategies for CPAs

CPAs are redefining their roles by providing holistic financial guidance as needs expand beyond traditional tax preparation. With growing complexity in retirement and estate planning, professionals are increasingly asked whether annuities and life insurance can provide effective solutions.

This session explores how these tools can be strategically applied in tax planning, retirement income strategies, and estate preservation. Attendees will gain practical insights into structuring annuity contracts for predictable cash flow, leveraging life insurance for wealth transfer and asset protection, and navigating the regulatory and ethical considerations surrounding these products.

Through practical case studies and actionable frameworks, CPAs will learn how to incorporate annuities and life insurance into comprehensive planning. These strategies not only deliver reliable retirement income but also safeguard assets, support long-term care needs, and ensure efficient estate preservation. By embedding them into broader financial plans, CPAs can help reduce tax burdens, protect wealth across generations, and provide guidance that truly resonates. Participants will leave equipped with strategies they can immediately apply in practice.