Complimentary for Members

May 13, 2026


Live Webcast


NASBA 1

Rockland Chapter: Life Insurance in the Clients Best Interest Tech Session Webinar

May 13, 2026
Live Webcast
NASBA 1
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    Instructor

    Drew
    Serzan

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Explain current trends and the legal landscape of life insurance in safeguarding clients? best interests.
  • Analyze life insurance policies, including making recommendations and understanding tax implications.
  • Evaluate ethical considerations, compliance, and the use of benchmarking technology in life insurance.

Major Topics

  • Current trends
  • Legal landscape
  • Policy analysis and recommendations
  • Tax implications
  • Ethical considerations and compliance
  • Benchmarking technology

CPE Credits Available

NASBA 1
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's in private practice

Provider

Foundation for Accounting Education

This event has ended.