Proper insurance planning is one of the most overlooked areas of personal financial planning. In part 1 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details you will want to know, including:

Buying the adequate amount of life insurance
Using whole life insurance as a way to save, to diversify client portfolios, and to protect assets
How to protect against a fraudulent conveyance
Buying insurance from highly rated companies
Making sure disability insurance needs are not overlooked

For more resources related to this episode:

Find our life insurance summary and review roadmap and other PFP Section resources.
Check out the AICPA’s Risk Management and Insurance Planning Certificate Program, that is also a step on the path towards becoming a CPA/PFS.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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The best and worst things you can do with insurance – Part 1 {PFP Section}