Surgent's The Nuts and Bolts of Life Insurance
Available Anytime
Location:
Online
1Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$64.00 Regular Price
Product Code: SU24-NBLI-SSWC
Level: Basic
Vendor: Surgent
Field of Study: Specialized Knowledge
Overview:
All firms want to become more consultative, to bring value in a marketplace that has become increasingly commodified. This presentation will help you do just that. All clients need life insurance. This nuts and bolts presentation will help you provide valuable insight to your clients in understanding, determining, and providing for their life insurance needs.Objectives:
- Understand life insurance products, their uses, and where they fit
- Provide value-added services to clients
Major Topics:
- The mechanics of life insurance
- Term versus permanent
- Whole life
- Universal life
- Whole life/universal life compared and contrasted
- Popular sales concepts
- Due diligence
- Glossary
- Other resources
Designed For:
All practicing CPAs who want to become more valuable to their clientsPrerequisite:
NoneAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.