This webinar is a comprehensive course designed to provide attendees with a deep understanding of the complexities and nuances of life insurance. Life insurance plays a crucial role in financial planning and protection, and this course aims to equip attendees with the knowledge necessary to make informed decisions regarding life insurance coverage.
The course begins by exploring the fundamental concepts and principles of life insurance, including the purpose of life insurance, the types of policies available, and the key stakeholders involved in the industry. The presenter will delve into the historical evolution of life insurance and its impact on society and individuals' financial well-being.
This course will critically examine the advantages and disadvantages of life insurance, unraveling both the positive aspects and potential pitfalls. Our presenters will analyze real-life case studies to understand how life insurance can provide financial security, protect loved ones, and facilitate wealth transfer. Attendees will gain insight into the limitations, drawbacks, and common challenges associated with life insurance such as policy exclusions, complex terminology, and potential for fraud.
Topics covered will include risk assessment, premium calculations, underwriting processes, policy features, and riders. Attendees will learn how to assess their insurance needs, select appropriate coverage, and understand the cost implications of different policies. Additionally, the course will address the various types of life insurance, such as term, whole life, universal life, and variable life, comparing their features, benefits, and drawbacks.
Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.
Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.
Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.