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Insurance in Personal Financial Planning

X433.8 (2 semester units in Business Administration)

2 CE units for life agents--LX

A requirement in the Professional Sequence in Personal Financial Planning

This course surveys risk management in the areas of life and health insurance, annuities, and property/casualty and liability coverage. Participants learn how to determine insurance needs, evaluate various insurance plans, and evaluate contract selection criteria from a cost-benefit standpoint. Emphasis is on the practical aspects of insurance planning and on the analysis of in-depth case studies.

Instruction also covers income and estate taxation laws as they relate to insurance premiums and benefits and to alternative methods of funding insurance needs. The roles of insurance in business situations and corporate benefits, retirement and estate planning, and charitable trusts are covered, as are cost/benefit analysis of health insurance, cafeteria plans, long-term care, and health saving accounts. Enrollment is limited.

Prerequisite: See the Professional Sequence in Personal Financial Planning.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Tues. Sept. 1, Berkeley

RICHARD P. ARZAGA, B.S., founder and CEO of Cornerstone Wealth Management. In 2008, he was recognized by U.C. Berkeley as the Instructor of the Year for Personal Financial Planning and ranks among Worth magazine's Best 250 Wealth Advisor in the Nation. Arzaga's education includes graduate studies in management at Northwestern University and a Certificate in Personal Financial Planning from UC Berkeley Extension.

• 10 meetings
• Sept. 1 to Nov. 3: Tues., 6:30-9:30 pm
• Berkeley: Room 206, UC Berkeley Extension, 1995 University Ave.
• $750 (EDP 311647)

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