Surgent's The Nuts and Bolts of Life Insurance

Overview

All firms want to become more consultative, to bring value in a marketplace that has become increasingly commodified. This presentation will help you do just that. All clients need life insurance. This nuts and bolts presentation will help you provide valuable insight to your clients in understanding, determining, and providing for their life insurance needs.

Highlights

• The mechanics of life insurance
• Term versus permanent
• Whole life
• Universal life
• Whole life/universal life compared and contrasted
• Popular sales concepts
• Due diligence
• Glossary
• Other resources

Prerequisites

None

Designed For

All practicing CPAs who want to become more valuable to their clients

Objectives

• Understand life insurance products, their uses, and where they fit
• Provide value-added services to clients

Preparation

None