The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners Bundle 

Tools & Techniques of Life Insurance Planning, 4^th Edition

Explores all aspects of life insurance planning to enable your students to make the best life insurance decisions for their future clients with targeted information, succinct explanations, alternative strategies, and quick comparisons of more than 10 different types of life insurance policies.

Each chapter walks students through the particular topic, its advantages and disadvantages, alternatives, and FAQs:

●   Explains the income and transfer tax consequences of life insurance

●   Discusses different ways to use life insurance, from life insurance trusts to life insurance in qualified plans

●   Matches product to problem with revised formulas, worksheets, and rules of thumb

●   Provides expanded discussion of variable annuities vs. mutual funds

●   Highlights new split dollar regulations for old and new arrangements  

Risk Management for Financial Planners, 2^nd Edition
When partnered together, Tools & Techniques of Life Insurance Planning and Tools & Techniques of Risk Management for Financial Planners achieve 100% correlation with the CFP® Certification Examination Topics List for Insurance and Risk Management.

Chapters hone skills/strategies towards:

●   Insurance company and policy selection

●   Overviews of business liability and health-related insurance

●   End of Chapter questions to reinforce key concepts

●   Glossary of key risk management terms

Features new discussions of business overhead insurance, workers compensation, employer's liability, and commercial liability insurance. Risk Management for Financial Planners is completely updated to correspond to CFP® curriculum topic list changes for tests taken beginning in November 2006. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.