Webinar Details
Course Description

This webinar focuses on expanding CPAs’ knowledge of premium financing beyond the basics. It will delve into more complex strategies and the integration of premium financing with other financial planning and investment tools. Participants will learn how to tailor premium financing solutions to fit various client scenarios, enhancing their ability to offer sophisticated advice and solutions that meet clients' long-term financial goals.

Learning Objectives
  • Discover advanced strategies in premium financing
  • Identify the integration of premium financing with other financial tools and investment planning.
  • Recognize how to develop skills in creating customized premium financing solutions for diverse client needs.
Prerequisites
  • Basic understanding of premium financing concepts.
Who Should Attend

CPAs, finance/accounting professionals who work with clients. 

Advanced Preparation

None

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, June 25, 2024

12:00 PM EDT (see additional timezones)

CPE
  • 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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