On-Demand


4 CPE

Life Insurance

On-Demand
4 CPE

Learning Objectives

Recognize the various types of term life insurance.;Identify the types of permanent life insurance.;Select a waiver of premium rider based on specific facts and circumstances.;Distinguish among the various types of life insurance riders.;Identify the features of a permanent life insurance contract.;Determine the taxation of distributions from a modified endowment contract.;Select the appropriate dividend option based on the client's facts and circumstances.;Calculate the death benefit of a life insurance contract.;Identify exchanges of insurance contracts that qualify for IRC Section 1035 tax treatment.;Select an estate planning strategy based on a client's specific facts and circumstances.

Major Topics

Term, credit, permanent, universal;Key features of life insurance;Underwriting, design, funding, nonforfeiture, settlement, planning, practical aspects;Taxation and tax planning with life insurance;Integrating life insurance with the overall financial plan

CPE Credits Available

4 CPE
4
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

Provider

AICPA

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