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Life insurance

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly

This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.

Webcast Life insurance Foundational

What to Consider when Replacing a Client’s Existing Life Insurance Contract

In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,

Video Life insurance Foundational

Termination of an Insurance Trust

This podcast presents strategies to consider with clients for life insurance policies as well as insurance held in trust.

Video Trusts Intermediate

Webber v. Commissioner – Investor Control in Private Placement Life Insurance

In this podcast, Bob Keebler discusses the case of Webber vs. Commissioner.

Video Life insurance Foundational

What to Do With an Unwanted Life Insurance Policy

This podcast discusses strategies to consider once the adviser and client decide that the life insurance contract no longer achieves the goals of the personal...

Video Life insurance Foundational

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate