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Technical

Medical, Disability, and Property and Casualty Insurance Logo aicpa

  Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, ... |   $79.00 - 99.00 |   CPE: 4.0 |   AICPA |   22 Dec 2019 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.
Key Topics

Health Insurance

  • Significant legislation, plan features, types of plans, tax advantaged plans, taxation and income tax planning, integration with PFP

Long-Term Care Insurance

  • Types, policy provisions, self-insuring, taxation and tax planning, integration with other areas of PFP

Disability Insurance

  • Sources of compensation, policy definitions, optional benefits and riders, business disability plans, taxation and income tax planning, integration with other areas of PFP

Property and Casualty Insurance

  • Homeowners, personal auto, excess liability, taxation and income tax planning, integration with other areas of PFP
Learning Objectives
  • Identify a hybrid managed care plan.
  • Determine which Medicare program is sold by a private insurance company.
  • Select a tax-advantaged plan that may be used to supplement retirement income.
  • Distinguish between a group and an individual long-term care insurance contract.
  • Recall the program that provides disability insurance coverage for workplace accidents.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program.

Health insurance is affected not only by tax law, but by other legislation, as well.

In this audiovisual CPE course, Tom Tillery covers significant pieces of legislation affecting your clients' health care. Of all the insurance contracts that will need to be employed in a client's personal financial plan, the disability insurance contract is one of the most difficult to apply.

This course will educate you in the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Planning for property and casualty insurance is more than simply insuring the risk; it is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools you need to master this complicated area.

Topics covered:
  • Tax: Technical: Individual income taxation : Specialized issues, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Disability insurance, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Property, casualty & liability insurance, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Intermediate

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