The Blair Group has a longstanding reputation of providing quality plan design and services to tax professionals throughout the state of Texas. We are now sponsoring a continuing professional education course for certified public accountants in Texas and New Mexico.
These complimentary courses are entitled, "The Fundamentals of Annuities and Life Insurance Planning for the CPA." At the conclusion of the course you will learn how you can provide financial and insurance services to significantly increase the revenue to your practice.
Attendees will earn 4 CPE credits and will develop an understanding of the classifications, key features and provisions of fixed and indexed annuities. They will be able to identify appropriate applications for annuities, as well as types and principle uses of life insurance for estate, business and trust planning.