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Use the Bank’s Money to Meet Key Financial Objectives

  • CPA (CA)
  • CPA (US)
Use the Bank’s Money to Meet Key Financial Objectives

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Your wealthy clients understand how to use leverage when it makes sense. So why not for life insurance? Funding life insurance premium with borrowed money can create positive financial outcomes for both your clients and their respective businesses.

The concept of premium financed life insurance is nothing new, but many professionals have never utilized the solution for their top clients. In this webinar, you explore how to take advantage of this valuable tool, its benefits, and how to identify worthy prospects.

From retirement to legacy planning, premium financed life can achieve several financial objectives for your high net worth clients. The positives don’t stop at the individual level. From a business perspective, this concept can provide positive financial and tax benefits as well. Corporate uses include key man coverage, buy-sell agreements, and executive bonus plans to retain key employees.

This webinar helps you discover how to yield additional benefits using the bank money for:

  • Funding your client’s retirement
  • Providing meaningful retirement incomes for your client’s families
  • Attracting and retaining key employees
  • For partnership buy/sell agreements
  • Funding business exit strategies

Benefits of attending the webinar includes knowledge and strategies that help you create positive outcomes for your clients from both a business and personal perspective.


Learning Objectives

  • To explore how clients can use leverage (the bank’s money) to purchase life insurance
  • To recognize the benefits of such arrangements to your clients
  • To identify the various corporate sponsored plan options
  • To recognize how a corporate sponsored plan can greatly benefit a business
  • To identify possible tax benefits for business clients

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Bookkeeper
  • Certified Financial Planner
  • Certified Public Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Tax Accountant (Industry)
  • VP Finance
  • Young CPA

Testimonial

4.4

(97)
52%
40%
6%
1%
1%

GP

Great.

AB

very good

KM

great

VS

Very Interesting. Would like more practical examples.

CK

The course was fine with me.

CG

Great!