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Available Materials
Advanced PowerPoint - Prepared by Craig A.J. Averill, CLU, ChFC, Instructor for the Certification Financial Planner Program at Queens University of Charlotte.
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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:
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Explains the
income and transfer tax consequences of life insurance
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Discusses
different ways to use life insurance, from life insurance trusts
to life insurance in qualified plans
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Matches
product to problem with revised formulas, worksheets, and rules of
thumb
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Expanded
discussion of variable annuities vs. mutual funds
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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:
2007 Tax Facts on Insurance &
Employee Benefits
2007 Field Guide to Estate Planning, Business Planning & Employee
Benefits
The Long-Term Care Handbook, 3rd Edition
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
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