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Finance
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
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


Credits and Other information
•⁠ Recommended CPE credit – 2.0
•⁠ Recommended field of study – Taxes
•⁠ Session Prerequisites and preparation: None
•⁠ Session learning level: Basic
•⁠ Location: Virtual/Online
•⁠ Delivery method: Group Internet Based
•⁠ Attendance Requirement:  Yes
•⁠ Session Duration: 2 Hours
•⁠ Case Studies and Live Q&A session with speaker
•⁠ PowerPoint presentation for reference

Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker
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.

Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

Reviews

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  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : Lee Slavutin
  • Duration :60 Minutes
  • Date :03/22/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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