Ethics for the Insurance Professional teaches the broad parameters of a life insurance agent's ethical responsibilities. It details the agent's responsibility to the insurer, to policyowners, and to the public and outlines fiduciary issues.

Ethics for the Insurance Professional Textbook

Business & Money

Kaplan Financial

Insurance

Kaplan Publishing

Advanced Applications of Life Insurance highlights technical aspects of 16 advanced application concepts divided into four categories: use of life insurance to supplement retirement benefits, business succession planning, advanced estate planning, and management of variable accounts in variable life insurance.

Advanced Applications of Life Insurance Text

Investing

Estate Planning Concepts teaches the fundamentals needed to sell life insurance in the profitable estate planning market. It covers various forms of property ownership and gives an overview of wills, trusts, and probate. The course also shows how to use life insurance and annuities to achieve important estate planning objectives and contains comprehensive coverage of the federal estate and gift taxes as well as state death taxes.

Estate Planning Text 7th Edition

Personal Finance

This course familiarizes agents with the retirement planning market and the retirement planning process by covering three main areas. Analyzing and identifying retirement income needs, health care and health insurance options, and estate and distribution planning.

Principles of Retirement Planning Text

Finance

Life and Health Insurance License Exam Manual

Economics

Series 3 National Commodity Futures Exam: License Exam Manual

Education & Teaching

Studying & Workbooks

This will help you to pass the Series 63 License Exam Manual.

Series 63 License Exam Manual

Essential book to help anyone pass this difficult exam. Has test questions to prep for the Series 66.

Series 66 License Exam Manual

Series 7 License Exam Manual Paperback

Series 7 License Exam Manual

The License Exam Manual (LEM) is student friendly with shorter paragraphs for easy comprehension and exam-focused questions and content. Key features include topic TestAlerts, lesson exams, feedback for each question, and quick quizzes.

Series 65 Uniform Investment Adviser Law Exam: License Exam Manual

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Books by Kaplan Financial