Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live WebinarSELECT

There are currently no upcoming dates scheduled for this webinar. Please fill out this short form to be notified when this webinar is next available. 

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Self-StudySELECT STARTING AT $39

Downloadable PDF

Credits: 2

Qualifies For:

$39
Get this course FREE with an Unlimited Package! Learn More
  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

What Every CPA Needs to Know About the Legal, Tax, Economic, and Investment Features of Life Insurance (LIF1)

  • Customer Rating
  • Field of Study
    Finance|Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    CPE

Overview

A life insurance contract is a complex amalgam of tax, legal, economic, and investment components. In order to assist clients with the analysis and selection of life insurance products, CPAs must understand these components. This course will enable the CPA to acquire the tools and knowledge to select the right policy and understand the economic aspects of life insurance, two critical areas of life insurance analysis.

Major Topics:

  • The principal uses of life insurance
  • The advantages and disadvantages of life insurance as a tool to solve the personal and business problems associated with the death of the primary breadwinner or key employee
  • The legal aspects of life insurance and the concepts of risk-shifting and risk-sharing
  • The basic personal and business income-, estate-, and gift-tax aspects of life insurance

Learning Objectives

  • Understand the advantages and disadvantages of life insurance as a tool to solve the personal and business problems associated with the death of the primary breadwinner or key employee
  • Learn the various legal clauses of an insurance contract that spell out the duties and rights of the parties to the contract
  • Become familiar with the basic personal and business income-, estate-, and gift-tax aspects of life insurance

Who should take this course:

Designed for:

CPAs who wish to acquire knowledge of the legal, tax, and planning aspects of business and personal life insurance to assist their clients in assessing their life insurance needs and opportunities and in selecting the right policies and provisions

Prerequisite:

None

Advanced Preparation:

None

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.