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Course Details

Evaluating Life Insurance Policies

Course Details: Open

Date: 6/18/2019

Time: 1:00 PM - 4:45 PM

Location: Bank of America Financial Center

121 SW Morrison

Portland, OR

Course Type: CPA Technical

Credits: 4.00

Course Level: Basic

Instructor: Mike Radakovich, John Lentz

Audience: This four-hour live course should appeal to CPAs, attorneys, and other professionals who need to get their insurance knowledge up-to-date.

Price: $130.00

 

The course covers life insurance policy types, applications, and an explanation of how to decipher policy illustrations.

 

Description:
Every CPA, attorney, and financial planner needs at least a working knowledge about how to evaluate a life insurance policy.  The course covers  basic categories of life insurance including how variable, universal life, and other types of policies work. Topics also include how to evaluate the appropriate amount of coverage for clients,  specific tax and non-tax planning strategies emplying life insurance, insurance policy applications, the importance of beneficiary designations, viatical settlements,  and insurance company ratings. Actual policy illustrations will serve as case studies to give you hands-on experience on how to decipher confusing policy illustrations.

Instructors: 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. His firm Summit Advisors NW has offices in both Oregon and California.  

John Lenz - CLU, ChFC, CFP® 

John, a frequent continuing education speaker who has worked in the financial services industry for 30 years, is President of Lenz Financial Group (Portland, Oregon), which employs 13 people who specialize in the design and underwriting of life insurance, annuity, and LTC insurance for more than 800 agents in the Pacific Northwest. John is a past board member of the Oregon and SW Washington Financial Planning Association and is immediate past board chair of Insurance Designers of America. John has been an expert witness in a nearly 20 arbitration, mediation, and legal cases involving annuities and life insurance products. more»