This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


Group Insurance and Employee Benefits Logo aicpa

  Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, ... |   Free |   AICPA |   Dec 2019 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.
Key Topics

Group Insurance and Employee Benefits

  • Group insurance — life, disability, medical, other, taxation, integration with PFP
  • Employee benefits — purpose, examples, taxation, planning
Learning Objectives
  • Identify an insurance contract in which the employer pays for the cost of insurance and any premium payments made by the employee are used to accumulate cash values in the contract.
  • Recall the definition of disability.
  • Recognize the type of group insurance that is typically provided by employers.
  • Identify an employee benefit that may be considered an investment.
  • Choose the number of years that the insured must survive the irrevocable assignment of an existing group life insurance contract for the death benefit to be removed from the insured's taxable estate.
  • Differentiate a de minimis benefit from other types of employee benefits.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program.

Employee benefits packages are critical elements in the data-gathering phase in personal financial planning, including everything from gym memberships to education reimbursement and from transportation incentives to free meals. This can be confusing, but when correctly applied, these benefits can form the foundation of a client's personal financial plan.

In this audiovisual CPE course, Tom Tillery explains group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Topics covered:
  • Tax: Technical: Individual income taxation : Specialized issues, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning, Intermediate
  • Personal financial planning: Technical: Compensation & benefits: Group insurance & other employee benefits, Intermediate