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Group Insurance and Employee Benefits
CPE Self-study

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

$63.20 - $99
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

1.5

Author(s)

Tom Tillery, Susan M. Tillery

Availability

1 year

Learning Outcomes
  • Identify an insurance contract in which the employer pays for the cost of insurance and any premium payments made by the employee are used to accumulate cash values in the contract.
  • Recall the definition of disability.
  • Recognize the type of group insurance that is typically provided by employers.
  • Identify an employee benefit that may be considered an investment.
  • Choose the number of years that the insured must survive the irrevocable assignment of an existing group life insurance contract for the death benefit to be removed from the insured's taxable estate.
  • Differentiate a de minimis benefit from other types of employee benefits.
Key Topics
  • Group Insurance and Employee Benefits
  • Group insurance—life, disability, medical, other, taxation, integration with PFP
  • Employee benefits—purpose, examples, taxation, planning
Product Details

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program.

Employee benefits packages are critical elements in the data-gathering phase in personal financial planning, including everything from gym memberships to education reimbursement and from transportation incentives to free meals. This can be confusing, but when correctly applied, these benefits can form the foundation of a client's personal financial plan.

In this audiovisual CPE course, Tom Tillery explains group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Who Will Benefit
  • CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$99.00
AICPA Members
Online
$79.00
PFP Section Members
Online
$63.20

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
"Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice President of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 30 years. Tom and his family reside in Kennesaw, Georgia."
Susan M. Tillery
CPA/PFS, CFP®
"Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan also is a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity. Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Group Insurance and Employee Benefits
Select from the following options:
Online
$99.00
Nonmember Price
$99.00
Price excluding sales tax
$99.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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