Life Insurance: What CPAs & Attorneys Need to Know
Date:	06/10/08	Type:	Live	Time:	8:15 - 12:00 p.m.
Credits:	4*			Fee:	$100.00**
Location:	Bank of America Financial Center 121 S.W. Morrison Portland, OR 97204
Registration:	Registration Form - Seating is limited.

Audience: Specifically designed for CPAs, attorneys, and other professionals who need to get their insurance knowledge up-to-date.

Level: Basic

Description: During the last decade the insurance industry has developed a bewildering variety of new life insurance products. Every CPA and attorney needs at least a working knowledge of life insurance. This course provides an overview of both basic and more sophisticated life insurance policies to help you evaluate how insurance fits into your clients' financial plans.

Learn About: Basic categories of life insurance. » How variable, universal life, and other types of policies work. » Learn how much coverage is appropriate. » The specific tax and non-tax planning strategies employing life insurance. » Learn about viatical settlements, and other developments. » The importance of beneficiary designations. »Learn about insurance company ratings. » And how to decipher confusing policy illustrations.

Instructor: Mike Radakovich - CLU, ChFC, and CFP^®
Mike is a highly respected professional, independent Financial Planner with many years of experience in the insurance and financial services industry helping business owners and individuals and their families develop well-rounded financial plans. Mike’s financial planning practice is located in Portland Oregon. more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take two courses together and save $50.00:
Life Insurance: What Attorneys & CPAs Need to Know (morning) &
Investments In A Rocky Market: What CPAs and CFPs Need to Know (afternoon).
$150.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Life Insurance & Investments In A Rocky Market.

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