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AICPA ENGAGE 2018


PFP1827 - Life Insurance: Why Not Just Term?


Jun 12, 2018 1:50pm ‐ Jun 12, 2018 3:05pm

Description

The panel will debate the age old question: Why buy any life insurance other than term insurance? The panel will include a traditional CPA financial planner, a CPA financial planner who is also a life insurance broker, a life settlement broker and a CPA financial planner who is an asset manager. They will each discuss the pros and cons of term and permanent life insurance from their various perspectives. The planners will also discuss when they use term vs permanent life insurance in their practice.

• Learn when to consider something other than term insurance for your clients

• Learn how to surprise your client with cash from an unwanted life insurance policy....and why term may be more expensive than permanent insurance!

Speaker(s):

Tags: PFP

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