Conferences Presenting

Las Vegas October Conference
October 24, 2017
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Live Event
No prerequisites for this course

Course Description

This course is a comprehensive look at understanding, evaluating, and recommending specific solutions to address insurance issues involving life, disability, health, long-term care, homeowners, auto, liability (professional and personal), and business coverages. We'll also discuss what the insurance professional will and won't inform you about and how you can steer the conversation to determine what the critical issues are to enable your clients to make better and more prepared choices. You'll also learn how to structure your conversations using an audit workshop approach which will make sure none of the critical areas are omitted.

Course Specifics

No prerequisites for this course

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01080-16-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1044
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Develop a conversation pattern to extract key information from the insurance professional
  • Develop an understanding of how to analyze insurance companies
  • Learn how to evaluate, analyze, diagnose, and recommend insurance solutions
  • Evaluate the tax implications of recommendations for insurance solutions
  • Identify critical insurance exposures and prioritize a strategy to address them
  • Describe the tax and financial planning components of life, disability, long- term care, health, homeowners, automobile, and professional and personal liability coverages


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