This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 15 in stock
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
2 Credits: Finance
Event Date: December 12, 2025 11:30 am
Course Level
Basic
Format
Conference
Course Description
This insightful course unpacks the complexities of life insurance and annuity products, revealing their strategic roles in financial planning, tax management, and estate preservation. Many financial professionals find these areas challenging due to intricate policy features and evolving regulations. This session demystifies these products by providing clear explanations, practical case studies, and up-to-date regulatory insights.
You will explore how life insurance and annuities can be leveraged to protect wealth, provide retirement income, and address clients’ unique financial goals. Whether advising individuals or business owners, this course equips you with the knowledge to confidently incorporate these tools into comprehensive financial strategies.
Ideal for financial advisors, tax professionals, estate planners, and accountants seeking a deeper understanding of life insurance and annuities to enhance client service and expand advisory capabilities.
Learning Objectives
Upon completion of this course, participants will be able to: Explain the fundamental types and structures of life insurance and annuities and their purposes in financial planning
Identify tax considerations and regulatory requirements affecting life insurance and annuity products
Analyze common policy features, riders, and contractual elements that influence product performance and suitability
Evaluate strategic applications of life insurance and annuities for retirement planning, estate planning, and business succession
Recognize potential risks and pitfalls, and develop strategies to mitigate client exposure
Course Specifics
25CLasVegasDec-LE424753
None
None
Compliance Information
CFP Provider Number: 3199
CFP Course Number: 338646
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff 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 Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …