What to do and what not to do with life insurance {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Guests: Susan Bruno, CPA/PFS

Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions:

• Who is the most unbiased professional to work with?
• What needs to be considered when designing the plan?
• What are the ins and outs of purchasing permanent insurance?
• How do you manage policies so that your clients don’t lose coverage?
• How do you get rid of unwanted policies in the most cash and tax effective way?

Access resources related to this podcast: Note: if you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Learn more in the Adviser’s Guide to Financial & Estate Planning, Volume 1.
• Find client facing resources with the PFP Section Broadridge Advisor benefit.
• Check out the life insurance sessions at June’s Advanced PFP Conference at ENGAGE.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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