4153  |  On Demand  |  Intermediate  |  Self-Study

Group Insurance and Employee Benefits

Friday, May 1, 2020 - Friday, April 30, 2021

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Do you offer employee benefits planning to your clients? The employee benefits package is a critical element in the data gathering phase in personal financial planning, so you should be as familiar with your client's benefit package as you are with your client's estate and income tax returns. This CPE course examines group insurance and employee benefits so you can create a competitive advantage for employers, making the additional costs of the benefits a good investment in attracting and retaining quality employees.

As part of the personal financial planning process, employee benefits planning can help clients navigate the complex group insurance and employee benefits maze. Referring to any benefit provided by an employer other than basic compensation, employee benefits can include everything from gym memberships to education reimbursement and from transportation incentives to free meals. For the employee, these benefits, most of which are received income tax free, can sometimes be confusing. If correctly applied, employee benefits can form the foundation of a client's personal financial plan


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.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.


Group insurance - life, disability, medical, other, taxation, integration with PFP Employee benefits - purpose, examples, taxation, planning

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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