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Advanced Personal Financial Planning Conference 2016

33 - Limit Liability by Adding Life Insurance Appraisals to Your Checklist

Jan 19, 2016 3:15pm ‐ Jan 19, 2016 4:30pm


This session will offer an eye-opening discussion for planners and fiduciaries concerning recent litigation involving life insurance policy owner rights and the serious implications for CPAs involved in retirement planning; business planning; charitable planning; tax planning; risk management; insurance planning; estate, gift and wealth transfer planning; and elder planning. Attendees will:
• Comprehend the progression of liability resulting from regulation and litigation addressing the rights of life insurance policy owners
• Obtain tools and insights that enable them to limit liability exposure and be in compliance with disclosure mandates
• Learn to incorporate life insurance appraisals into their checklist to uncover liquidity for planning purposes and record keeping


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