How to Properly Maintain and Fund Life Insurance Policies (1st Ed.)

Overview

This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions.

Highlights

• Foundations of Life Insurance for High-Net-Worth Clients
• Life Insurance Policy Lifecycle Overview
• Avoiding Pitfalls in Policy Management

Prerequisites

None.

Objectives

• Recognize the main differences, benefits, and drawbacks between the four major life insurance policy types.
• Identify policy reviews for managing your client's policy, to gain the tools on how to conduct a review, to be able to decide when is the best time to review a policy.
• Determine the processes of obtaining and maintaining a life insurance policy from the perspectives of the owner, the carrier, and the CPA.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.