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May 24, 2019
11:00AM - 4:00PM ET


Basic tax preparation and planning knowledge

Course Description

In a world where unexplained critical insurance exposures are becoming the norm, this valuable and straightforward course helps you answer questions about insurance risk exposures and how to identify mitigation solutions, and why not having an adequate insurance plan can be devastating for your clients. Join course presenter Jeff Rattiner will walk you through the different types of insurance currently available; how to select the best insurance company; and the intricacies of life insurance, disability insurance, and the taxation of insurance products. This course also delves into how 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 class with a greater understanding of how to recognize potential insurance problems before they become a reality and address them through proper planning recommendations.


Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Course Specifics

Jul 12, 2018
Basic tax preparation and planning knowledge

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01287-18-O
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1232
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

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

  • Learn 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 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 your client needs.
  • Quantify how much insurance your client really needs.
  • Explain the intricacies of a life insurance contract.
  • Decide when to cash out of life insurance products.
  • Know 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.

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