Advanced PowerPoint - Prepared by Craig A.J. Averill, CLU, ChFC, Instructor for the Certification Financial Planner Program at Queens University of Charlotte.

Instructor's Manual - Prepared by Michael Snowdon, CFP®, CMFC, Professor, .

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

• Expanded discussion of variable annuities vs. mutual funds

• Highlights new split dollar regulations for old and new arrangements  

"Tools & Techniques of Life Insurance Planning is particularly useful to my students because the format enables them to quickly and thoroughly review each of the policy types and applications for life products. I use the book as a supplement to my Life Insurance Planning Class, but have found that my students use it as their primary tool."

-Joseph W. Tombs, J.D., MBA, MSFS, CFP®, CLU, ChFC Assistant Professor of Personal Financial Planning, Texas Tech University

RECOMMENDED SUPPLEMENTAL READING:
Tax Facts on Insurance & Employee Benefits
Field Guide to Estate Planning, Business Planning & Employee Benefits
How to Sell Long-Term Care Insurance
How to Sell Disability Income Insurance
Take It to the Next Level: Life Insurance Solutions for: Business & Investment Planning Estate Planning
Financial & Retirement Planning
Insurance Planning

TESTIMONIAL:   

"I have found the Tools & Techniques Series to be an indispensable resource for my students. The Tools & Techniques of Life Insurance Planning is particularly useful to my students because the format enables them to quickly and thoroughly review each of the policy types and applications for life products. I use the book as a supplemental in my Life Insurance Planning class, but have found that most of my students use it as their primary tool."
Joseph W. Tombs, J.D., MBA, MSFS, CFP®, CLU, ChFC
Assistant Professor of Personal Financial Planning
Texas Tech University