Insurance: The REAL DEAL on How to Be Prepared– What Your AGENT WON’T TELL YOU!
Session details
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- 2026-03-06T20:17:28.830Z
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- Insurance: The REAL DEAL on How to Be Prepared– What Your AGENT WON’T TELL YOU!
- code
- 26CLasVegasDec-Thu-B3
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- description
- This course provides a practical overview of insurance risk and planning for both individuals and businesses. Led by Jeff Rattiner, CPA, CFP®, MBA, it covers major insurance products, how to evaluate insurance providers, taxation of insurance policies, and the regulatory environment. Participants will review personal and business coverage options—including life, disability, long-term care, liability, and buy-sell arrangements—while learning how to identify potential insurance gaps and recommend effective planning solutions.
- start
- 2026-12-17T17:40:00.000Z
- end
- 2026-12-17T19:20:00.000Z
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Registrations
0No registrations returned for this session.