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The Wealth Advisors Guide to Life Insurance

Author: Michael Brohawn

Publisher: Outskirts Press

Published: 2019-06-05

Total Pages: 81

ISBN-13: 1977212417

Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.

The Advisor's Guide to Life Insurance

Author: Harold D. Skipper

Publisher: American Bar Association

Published: 2011

Total Pages: 0

ISBN-13: 9781616321079

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Have you ever felt overwhelmed by the complexities of life insurance or when advising a client about a purchase? This clearly written guide provides information essential to the exercise of due care for the purchase and retention of life insurance policies. Major life insurance terms are clearly explained, and information is organized starting with the insurance purchase and assessing a company's financial strength. It also features a common-sense explanation of fundamentals and how to determine the appropriate policy.

New Life Insurance Investment Advisor: Achieving Financial Security for You and your Family Through Today's Insurance Products

Author: Ben Baldwin

Publisher: McGraw Hill Professional

Published: 2001-08-20

Total Pages: 488

ISBN-13: 9780071380959

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"For anyone who needs to understand different types of life insurance, as well as considerations for purchasing and managing policies, this book should be on your nearby reference shelf. If you’ve frequently found yourself fumbling around with terminology, such as the differences between variable, universal, and variable universal life (VUL) policies, you’ll finally see some light through the haze." - MorningstarAdvisor.com Life insurance doesn't have to be complex or intimidating. Ben Baldwin's completely revised and updated guidebook makes it clear and logical, discussing how to analyze insurance products based on their investment merits and best overall financial returns. This clear, authoritative resource for consumer insurance information covers the pros and cons of Internet purchases, techniques to use capital within a policy, the fixed premium feature, insurance for different stages of life, and the new emergence of "immediate annuities."

The Advisor's Guide to Annuities

Author: JOHN L. OLSEN

Publisher:

Published: 2017-06-09

Total Pages: 350

ISBN-13: 9781945424533

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Written in plain English, the latest updated, revised, and expanded edition of The Advisor's Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients' financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or "longevity annuities" and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on "managed volatility" indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new "fee only" variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor's Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities--and avoid complications--in this active and ever-changing area.

The Advisor's Guide to Group Life and AD and D Insurance

Author: Thomas C Kirner

Publisher:

Published: 2012-09-21

Total Pages: 256

ISBN-13: 9781936362882

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This resource serves the needs of veteran group insurance underwriters, producers, and sales staff-as well as those new or looking to enter the market. No other reference covers the issues of group term life and AD&D Insurance exclusively-or this extensively.

The Life Insurance Investment Advisor

Author: Ben G. Baldwin

Publisher: Irwin Professional Publishing

Published: 1988

Total Pages: 360

ISBN-13:

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Questions and Answers on Life Insurance

Author: Tony Steuer

Publisher: Greenleaf Book Group

Published: 2022-06-07

Total Pages: 338

ISBN-13: 1734210044

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*Amazon Bestseller in Life Insurance* A user-friendly guide to making expert decisions on life insurance policies Need help facing the constant barrage of information from competing life insurance companies? With thirty-five years of experience in the life insurance business, Tony Steuer delivers a practical, one-of-a-kind resource for anyone involved in choosing or monitoring a life insurance policy. This guide helps make a complex financial product understandable for consumers and is an essential reference, textbook, and training manual for financial advisors. Using a simple question-and-answer format, Steuer covers the essential basics and the finer points of life insurance, including how to: Differentiate between types of policies Find and evaluate a policy and company Hire a trusted agent Understand the practice of underwriting Monitor a policy’s performance With all the advice to help you avoid unnecessary pitfalls and unpleasant surprises, Steuer’s guide will help you make informed, confident decisions and gain the maximum benefit from your life insurance policy.

The Life Insurance Policy Crisis

Author: E. Randolph Whitelaw

Publisher:

Published: 2016-09-01

Total Pages:

ISBN-13: 9781634256179

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Guide To Understanding Life Insurance

Author: Virginia B. Morris

Publisher: Lightbulb Press, Inc.

Published: 2014-01-10

Total Pages: 45

ISBN-13: 1933569085

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Index Investing is a 24 page booklet that explains what indexes are, the information they provde, and how they serve as the basis for several investment products.

Tread Lightly - Taylor Edition

Author: Michael Smith

Publisher:

Published: 2014-12-01

Total Pages: 110

ISBN-13: 9781505345940

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The scary truth is that many permanent life insurance policies will not pay out at the time of an insured's death. Even worse, many failed policies are caused by avoidable oversights. TREAD LIGHTLY strives to protect your interests by providing the guides, checklists and background information that every consumer and client advocate must know to both successfully purchase and maintain a complex life insurance portfolio. TREAD LIGHTLY is both an effective and efficient overview while being respectful of your time. Many will be able to complete TREAD LIGHTLY in less time than the average flight Our message is simple: there is no "one-size-fits-all" approach to life insurance, and the key to success is consumer education. TREAD LIGHTLY is not just a life insurance guide for the affluent client, but also a resource for any buyer or client advocate involved in the purchase or maintenance of large insurance policies. If you are a licensed life insurance advisor, we believe that TREAD LIGHTLY is a unique way to communicate with your clients while showing them that you are committed to providing industry leading service and explanation. Other professionals who will benefit from TREAD LIGHTLY include: estate planning attorneys, business lawyers, CPAs, trust offices, members and employees of family offices, insurance agents and anyone else acting in a fiduciary capacity regarding life insurance. To protect your financial future and achieve our definition of policy success, read TREAD LIGHTLY today.