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Author: Burton T. Beam
Publisher:
Published: 1999-09
Total Pages: 735
ISBN-13: 9781579960186
DOWNLOAD EBOOK →Discussion of various insurance topics and how they relate to financial planning. Topics discussed include risk management, insurance regulation, social security and Medicare, life insurance, annuities, disability coverage, and homeowners insurance.
Author: Robert Irwin Mehr
Publisher: Irwin Professional Publishing
Published: 1986
Total Pages: 802
ISBN-13:
DOWNLOAD EBOOK →Author: Burton T. Beam
Publisher:
Published: 2003-06
Total Pages: 873
ISBN-13: 9781579960773
DOWNLOAD EBOOK →Discussion of various insurance topics and how they relate to financial planning. Topics discussed include risk management, insurance regulation, social security and Medicare, life insurance, annuities, disability coverage, and homeowners insurance.
Author: Michael A. Dalton
Publisher:
Published: 2010
Total Pages: 0
ISBN-13: 9780980129991
DOWNLOAD EBOOK →Author: Michael A. Dalton
Publisher: Money Education
Published: 2011-01-01
Total Pages: 278
ISBN-13: 9781936602049
DOWNLOAD EBOOK →Author: Emmett J. Vaughan
Publisher: Wiley
Published: 1989-01-26
Total Pages: 781
ISBN-13: 9780471501558
DOWNLOAD EBOOK →A new edition of the standard insurance text, revised to reflect changes that have occurred in the insurance industry and its environment since 1986. Incorporates changes wrought by the Risk Retention Act of 1986, the Tax Reform Act of 1986, the Revenue Act of 1987, and the Medicare Expansion Act of 1988. Covers legal changes, revisions in policy forms, and the introduction of new forms of insurance. As in previous editions, emphasis is on the insurance product and its use within a risk-management framework. The three sections cover the concept of risk, the nature of the insurance device, and the principles of risk management. Specific contracts are examined in detail in order to illustrate insurance principles in action. An appendix contains specimen copies of most major types of policies.
Author: Kevin M. Lynch
Publisher:
Published: 2015-10-01
Total Pages: 918
ISBN-13: 9781582932347
DOWNLOAD EBOOK →Author: E. J. Vaughan
Publisher:
Published: 1996-01
Total Pages:
ISBN-13: 9780471110323
DOWNLOAD EBOOK →Author: Michael A. Dalton
Publisher:
Published: 2011
Total Pages: 776
ISBN-13: 9781936602032
DOWNLOAD EBOOK →Author: Susan M. Tillery
Publisher: John Wiley & Sons
Published: 2018-09-21
Total Pages: 464
ISBN-13: 1119421233
DOWNLOAD EBOOK →ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
