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The best and worst things you can do with insurance – Part 1

Jan 11, 2024 · 32 min listen

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

  • Buying an adequate amount of life insurance

  • Using whole life insurance to diversify client portfolios and protect assets

  • How to protect against a fraudulent conveyance

  • Buying insurance from highly rated companies

  • Making sure

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Topics

Personal Financial Planning

Subtopics

Cash-Flow Planning
Risk Management & Insurance Planning
Tax Planning
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