Protection Planning

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Protection Planning

Insurance and Risk Management Planning touches every aspect of life—health, home, family, business, and life itself. Your clients are exposed to risk of some loss in virtually every endeavor of their lives. Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.

The CPA's Role in Insurance and Risk Management Planning

The specific role you play in providing risk management and insurance planning services will depend on your level of expertise and the needs of your clients. Learn More>>

Corporate-Owned Life Insurance

PFP Section Member

Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. This section will discuss how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations to be aware of. Learn More>>

Introduction to Insurance and Risk Management

Insurance and Risk Management Planning is the process of identifying the source and extent of an individual’s risk of financial, physical, and personal loss, and developing strategies to manage exposure to risk and minimize the probability and amount of potential loss. Learn More>>

College Savings Analyzer

PFP Section Member

This calculator estimates a child’s future college costs and calculates the monthly and annual savings required to meet those costs. Learn More>>

Guide to Insurance and Risk Management

PFP Section Member

Guide to Risk Management and Insurance provides a comprehensive overview of the strategies to minimize the potential financial loss from various risks. Learn More>>