AICPA Personal Financial Planning (PFP)

AICPA Personal Financial Planning (PFP)

AICPA & CIMA

3 episodes

Episodes

Why Bob Keebler Makes the Section 645 Election Almost Every Time
Jul 24, 2026 · 20m
The IUL Experiment with Andy Panko
Jul 10, 2026 · 27m
Host Carrie Sinet interviews Andy Panco, creator of the IUL Experiment, to demystify indexed universal life insurance.
Your Clients Can Afford to Retire. Will They Enjoy It?
Jun 26, 2026 · 32m
Listen ad-free on Castria