Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
Sometimes CPAs spend so much time helping clients that they forget about their own financial planning. Please don’t forget about yourself in the process. This content takes you across the landscape of life insurance. Understanding it first and then identifying the issues and opportunities will help you navigate this critical aspect in financial planning.
Lessons Covered:
- Introduction
- Three Questions Accountants Should Always Ask about Life Insurance
- What is a Needs Analysis?
- What are the Basic Types of Life Insurance?
- Personal vs Corporate Ownership
- Understanding the Main Variables of Corporate Life Insurance and Why it Matters
- Crushing Tax
- Transferring Wealth
- Estate Planning
- Trends: Leveraging Life Insurance, Philanthropy
- Conclusion: Identifying Issues and Opportunities
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Key Takeaways
Upon completion of this course, you will be able to:
- Understand the basic components of life insurance.
- Explore the issues and opportunities of life insurance.
- Assist Accountants to assess their own coverage.
Who Will Benefit
This course is designed for CPAs who want to understand life insurance better for their own personal financial planning or that are doing client advisory work.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Steve Meldrum CFP® CLU® FEA TEP is the founder and corporate insurance specialist of Swell Private Wealth Ltd. He primarily works with accountants who integrate insurance solutions into their advisory practices. He's also the author of Estate Planning with Life Insurance, published through Wolters Kluwer. Steve is an authority within the Canadian insurance industry and a frequent contributor to industry and accounting publications and events. He believes that simplicity brings clarity and seeks to address tax, estate, and legacy complexities through this lens.