Conferences Presenting

Tucson Conference
November 15, 2018
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Live Event
Basic tax preparation and planning knowledge

Course Description

In a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you answer questions about insurance risk exposures, identify mitigation solutions, and determine why having an inadequate insurance plan can be devastating for your clients. Join course presenter Jeff Rattiner as he walks you through the different types of insurance currently available, explains how to select the best insurance company, and details the intricacies of life insurance, disability insurance, and the taxation of insurance products. This course also delves into the ways in which the insurance industry is regulated, the ins and outs of insurance distributions, and the current state of the insurance industry. All types of personal and business insurance will be discussed, including life, health, long-term care, disability, homeowners, automobile, liability, buy-sell agreements, executive bonus, death benefit only plans, and a whole host of others. You will leave this course with a greater understanding of how to recognize potential insurance problems before they become a reality and address them through proper planning recommendations.

Course Specifics

Basic tax preparation and planning knowledge

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01187-17-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1139
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Explain why insurance is the center of your client's financial universe
  • Describe the varying risks affecting your clients and implement ways to manage each risk
  • Determine how to best select insurance companies
  • Explain the role of insurance in transferring risk
  • Describe the different types of products in the marketplace
  • Determine each type of insurance and quantify how much insurance your client needs
  • Explain the intricacies of a life insurance contract; decide when to cash out of life insurance products
  • Identify who should own and be the beneficiary of a life insurance policy
  • Explain the role of dividends in a life insurance policy
  • List the types of life insurance settlement options available to the beneficiary
  • Explain the ins and outs of purchasing disability insurance
  • Understand the difference between various types of buy-sell agreements
  • Determine how to evaluate whether long-term care insurance is needed
  • Understand how to select an appropriate homeowner’s policy
  • Determine how to best select an automobile insurance policy

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