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    New BISK CPEasy™ CPE Self-Study Course

    CPA’s Guide to Life Insurance

    Author/Moderator: Lance Wallach, CLU, CHFC, CIMC

    The CPA faces a daunting series of roles—those of advisor, practitioner, and consumer.  Life
    insurance can be a powerful tool; improperly wielded, it can lead to malpractice.
    The authors hope this text effectively introduces the advisor to basic and also more complex
    concepts, enabling the advisor to appropriately counsel clients, or at least spot pitfalls and client
    opportunities.  Similarly, the authors hope the practitioner who is licensed and sells insurance is
    aware of the myriad options available and which best help the client.  Finally, the authors hope
    the CPA as consumer gains an understanding of the important concepts that can help the CPA
    on a personal level.
    This text and corresponding video was a daunting challenge—how to encapsulate the complex
    field of life insurance and its applications into an understandable and useful reference.  The
    authors hope this was accomplished.

    Program Learning Objectives
    Upon successful completion of this program, the user should:

    ·        Understand the basics of life insurance
    ·        Have a general understanding in determining insurance needs
    ·        Be aware of the major pros and cons of each type of insurance
    ·        Be familiar with business related insurance
    ·        Be familiar with “split-dollar insurance”
    ·        Be familiar with foundational estate planning issues
    ·        Understand how life insurance is used to protect the estate
    ·        Understand basic buy-sell agreement theory (estate planning for the business)
    ·        Understand basics about various retirement plans
    ·        Understand alternatives to cashing out or terminating a policy
    ·        Be familiar with how products are illustrated
    ·        Have a general understanding of annuities
    ·        Be aware of trouble areas

    Prerequisite: None
    Formats: Online, Software, Text        $109.00/6 CPE Credit Hours
    Formats: Audio w/text                $119.00/8 CPE Credit Hours
    Formats: DVD w/text                $179.00/8 CPE Credit Hours

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    Lance Wallach, the National Society of Accountants Speaker of the Year,  speaks and
    writes extensively about retirement plans, Circular 230 problems and tax reduction
    strategies.  He speaks at more than 40 conventions annually, writes for over 50
    publications and has written numerous best-selling AICPA books, including Avoiding
    Circular 230 Malpractice Traps and Common Abusive Business Hot Spots.  Contact him
    at 516.938.5007 or visit

New BISK CPEasy™ CPE Self-Study Course

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