Ethics for the Insurance Professional

Politics & Social Sciences

Philosophy

R & R Newkirk

<p>This title provides financial professionals with a basic foundation in estate planning, administration, and taxation. It covers: wills and intestacy, estate shrinkage and liquidity, trusts, lifetime gifts, charitable contributions, property transfer strategies, and estate planning for family business. Reflects updated tax laws and tax rates.</p>

Estate Planning

Dearborn Financial Publishing

Principles of Health and Disability Insurance Selling

Business & Money

Passkey for Life Insurance Licensing/Final Examination

Dearborn Financial Institute

<p>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.</p>

Principles of Retirement Planning : Quick Reference Guide 1996

Reference

Distributions from Qualified Plans is a comprehensive yet easy to understand study on the rules  and requirements for taking distributions from qualified employer plans and individual retirement plans.  This guide explains these things with a focus on the opportunity to provide sales and service.  It covers such core issues as premature distributions, required minimum distributions and distributions at death.  Also included is a thorough discussion of the distribution rules as they apply to traditional IRAs and Roth IRAs.  There is additionally a primer on types of qualified plans.  This course offers insights into the retirement planning and senior markets and how the practitioner, with knowledge of distributions, can further serve these clients.      Material has been updated to reflect the changes made by the new distribution rules and the Tax Act of 2001, including:  * Updates to rules governing qualified plans   * catch up contributions   * Simplification of required minimum distribution         rules       These changes are extensive and are reflected throughout the text.  A section on planning opportunities has been added, and facts, figures, illustrations and examples have been updated.      If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit.  Certain states require that a proctor or monitor supervise the exam taking process.

Distributions from Qualified Plans W/Quick Reference Guide

David Shapiro

Thomas F. Streiff

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Books by R & R Newkirk