Unleash Your Accounting Potential
Free Annuities and Life Insurance Planning Course for CPAs
Upon successful completion, not only will you be equipped with a deeper understanding of annuities and life insurance, but you will also receive4 CPE credits.
Expand your knowledge and unlock new opportunities with our FREE comprehensive course, ‘The Fundamentals of Annuities and Life Insurance Planning for the CPA.’ This meticulously designed course caters specifically to Certified Public Accountants (CPAs), guiding you through the intricacies of annuities and life insurance planning.
The Fundamentals of Annuities and Life Insurance Planning for the CPA
This course offers a comprehensive exploration into the intricacies of annuities and life insurance planning, specifically tailored for Certified Public Accountants (CPAs). The curriculum is structured into four distinct 50-minute lessons, each encapsulating key concepts and practical applications. This course is compliant with the requirements of the National Association of State Boards of Accountancy.
Lesson 1: The Fundamentals of Fixed Annuities
This initial lesson dives into the basics of fixed annuities,explaining their classifications, features, and provisions. It aims to equip attendees with a foundational understanding of fixed annuities. The lesson emphasizes on enabling CPAs to effectively utilize these tools in their accounting practice, especially since many of their clients have annuities. Learning the fundamentals can greatly benefit their clients by helping the CPA guide them on how these financial vehicles may affect their tax planning strategies.
Lesson 2: A Review of Fixed Indexed Annuities
In the second lesson, we investigate the world of. fixed indexed annuities. This comprehensive review will further solidify attendees’ understanding, preparing them to identify appropriate applications for these financial instruments.
Lesson 3: The Fundamentals of Life Insurance Planning
The third lesson shifts focus to life insurance planning, introducing attendants to different types, principal uses, and business uses of life insurance. The lesson emphasizes on enabling CPAs to effectively utilize these tools in their accounting practice.
Lesson 4: Applications with Life Insurance
The course finishes with this lesson, exploring the practical applications of life insurance. Discussions on trusts and the role they play in life insurance planning will be a key component of this final module.
Upon successful completion of this course, attendees will be awarded 4 CPE credits. This course aims to equip attendees with a thorough understanding of annuities and life
YES. I am ready to advance my learning and earn my 4 CPE Credits!