Webinar Details
Course Description

This webinar aims to introduce CPAs to the concept of premium financing, a strategy used to fund life insurance premiums through third-party lending. Attendees will gain a comprehensive understanding of how this approach can be leveraged to enhance financial planning and client services. The session will cover key benefits, risk management, and practical applications, ensuring participants are well-equipped to advise clients considering this financial strategy.

Learning Objectives
  • Recognize the fundamentals and mechanics of premium financing
  • Identify ideal client profiles for whom premium financing is most beneficial
  • Discover how to analyze case studies demonstrating the successful implementation of premium financing
  • None
Who Should Attend

CPAs, finance/accounting professionals who work with clients. 

Advanced Preparation


Presenter Details
  • Tomer Dicturel
    • Managing Director

    With over a decade of experience in the insurance industry, my expertise lies in the nuanced field of premium finance. As the Managing Director of Premium Finance at WealthBridge Financial Group, I spearhead our efforts to deliver bespoke insurance solutions, catering specifically to the unique needs of surgeons and high-net-worth individuals.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Tuesday, May 28, 2024

12:00 PM EDT (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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