On-Demand


1.5 CPE

Group Insurance and Employee Benefits

On-Demand
1.5 CPE

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.

Major Topics

Group Insurance and Employee Benefits;Group insurance—life, disability, medical, other, taxation, integration with PFP;Employee benefits—purpose, examples, taxation, planning

CPE Credits Available

1.5 CPE
1.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP).

Advanced Preparation

None

Intended Audience

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.

Provider

AICPA

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