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Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
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INTRODUCTION TO ANNUITIES IN 2024
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INTRODUCTION TO LONG-TERM CARE IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
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ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
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FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
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THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
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INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
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Free cpe webinars
Life Insurance Planning in 2024: A Guide for CPAs

LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs

Available Date(s)
Tuesday, May 07, 2024: 4:00PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Join this session where the presenter will review life insurance basics including policy types, financial ratings, and policy audits. This webinar will also take a look at advanced planning techniques including gifts to insurance trusts, split dollar, premium financing, and the sale of a policy from a retirement plan.

Learning Objectives:


  • Summarize life insurance basics

  • Evaluate advanced life insurance planning techniques for various policies and individuals

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Lee Slavutin was practicing as a surgical pathologist at Lenox Hill Hospital until 1982. In 1983 he entered the life insurance business. Lee’s medical qualifications are an essential part of his specialty, serving high net worth individuals seeking substantial life insurance policies. Lee is a well-known public speaker and educator for the legal and accounting professions, including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants.

He has written and published over 170 articles on the complex legal and technical aspects of securing life insurance for estate tax planning. His textbook, published by Thomson Reuters, A Guide to Life Insurance Strategies, is in its 19th edition. Lee has served as a director of the Association of Advanced Life Underwriters and the Estate Planning Council of New York.

He is on the editorial advisory board of Tax Hotline and is a member of the CCH Estate and Financial Planning advisory board. Lee testified before the New York State Senate in 1990 and worked with the United States General Accounting Office on the effectiveness of the insurance company rating firms.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.