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AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.
Accounting CPE/Legal CLE/MCLE
The AAA-CPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. |
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Program Description |
| This presentation will discuss the $3 trillion in neglected wealth which is the sum total of life insurance cash values in the U.S. To put that number into perspective, it is more than separately managed accounts, hedge funds, and ETF's and one-third of the mutual fund industry. Life insurance policies have, as a rule, been ignored from a financial asset management standpoint once they are issued. My presentation outlines why that "buy and forget" mentality is not sound from a business perspective and not, if the policy is trust owned, in keeping with the legal requirements under the Uniform Prudent Investor Act. |
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About the Speaker |
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Ron has spent 24 years in the life insurance industry, holding various senior positions within advanced markets. He is President of Insurance Partners Agency Of America, Inc. a national agency that specializes in auditing existing life insurance policies, providing a second opinion as to their health, viability, and competitiveness.
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Program Details |
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Date: Tuesday, September 13, 2011
Time: 6:00pm Dinner & Presentation
Location: Meriwether's
25485 Telegraph Road
N of 10 Mile Road
Southfield, Michigan 48034
Click HERE for a map of the area
Education: 1 CPE credit
Cost: Members $25.00
Non-Members: $35.00
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