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Tools & Techniques Series –
Not your average textbooks

From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals

Instructor Materials for Life Insurance Planning

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.

RECOMMENDED SUPPLEMENTAL READING:

2006 Tax Facts on Insurance & Employee Benefits
2006 Field Guide to Estate Planning, Business Planning & Employee Benefits
The Long-Term Care Handbook, 3^rd 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

Tools & Techniques of Life Insurance Planning
The Business Interruption Book: Coverage, Claims, and Recovery
Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats
e-risk: Liabilities in a Wired World