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The Calculus of Retirement Income: Financial Models for Pension Annuities and Life Insurance
Moshe A. Milevsky
Cambridge University Press, 2006
Excellent
The bar must be raised for financial planners . . .this book does the trick.
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Equity-Indexed Annuities: The Smart Consumer's Guide
Jay Adkisson
iUniverse, Inc., 2006
Concise and Objective
Bought after having read about it in Jay's newsletter. This is a guide that every insurance agent who sells EIAs should read, and every person who is interested in purchasing EIAs should read -- there would be no more improper or unsuitable sales, and those people who ...
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The Pocket Idiot's Guide to Annuities
Kenneth E. Little
Alpha, 2005
Superb!
Just read this book in its entirety yesterday.
Extremely comprehensive book which allows the reader to understand all the basics in regards to annuities.
Extremely well written and organized.
Cannot recommend it enough.
For several years annuities have ...
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Annuities For Dummies (For Dummies (Business & Personal Finance))
Kerry Pechter
For Dummies, 2008
Helping Make Sense of Annuities
Annuities For Dummies by Kerry Pechter is a very readable guide to annuities that makes sense of a very complicated insurance product (and what insurance products are NOT complicated?) Pechter guides the reader through a brief history of annuities to a broad view of ...
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New Life Insurance Investment Advisor: Achieving Financial Security for You and your Family Through Today's ...
Ben Baldwin
McGraw-Hill, 2001
Excellent User's Guide in Clear Language
Ben Baldwin has always been one of the clearest writers about life insurance from a financial planning perspective. The explanations of what the insurance industry would call "Advanced Underwriting" uses of life insurance in this book are clear, concise and free of ...
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Tax Facts on Insurance & Employee Benefits 2008: Life and Health Insurance, Annuities, Employee Plans, ...
National Underwriter Company, 2008
Tax`Facts 2008
I bought this for my husband who is a CEBS consultant. He finds it helpful for his clients when it comes to employee benefits. Also great info. if you work in Human Resource Management.
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Getting Started in Annuities (Getting Started In.....)
Gordon K. Williamson
Wiley, 1998
Well informed discussing the pros and cons of annuities
This was a very well written book covering everything a novice would want to know about investing in annuities. However, I would have liked to see a direct comparison of an employer sponsored 401k to a variable annuity. Overall, I would not invest in an annuity due ...
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The Truth About Buying Annuities
Steve Weisman
FT Press, 2008
Simply the Best
The contracts on insurance products are written for the benefit of the insurance companies, not the insured. This is the first book I have read that simply and yet completely explains a complicated financial product that most people buy without understanding what they ...
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The Annuity Advisor
Michael E. Kitces, John L. Olsen
National Underwriter Company, 2005
Simply the Best and Most Honest View of Annuities
Highly Recommended, but even that doesn't do appropriate justice to this work. John Olsen and Michael Kitces, both of whom are nationally known and held in the highest regard by many top attorneys and planners, combine and conspire to directly address the tough issues ...
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The Ultimate Depression Survival Guide: Protect Your Savings, Boost Your Income, and Grow Wealthy Even in the ...
Martin D. Weiss
Wiley, 2009
Having an effective financial and personal plan for the future is now more crucial than ever. And with The Ultimate Money Survival Guide, readers will quickly learn how to create such a plan. This comprehensive guide was especially designed to help people map out a practical financial plan in this unpredictable economic environment, so that they ...
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Principles of Insurance: Life, Health, and Annuities
Harriett E. Jones
Flmi Insurance Education Program Life Managem, 1996
Great detail and examples.
I was very impressed with the information this book provided. The examples it provides aids in understanding the material. I used this book along with the workbook. Together, an excellent choice to pass your LOMA test. Workbook ISBN # 1-57974-030-8.
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The Complete Idiot's Guide to Buying Insurance and Annuities
Brian H. Breuel
Alpha, 1996
The Complete Idiot's Guide to Buying Insurance and Annuities
I found this book very informative. I was studying for my Life and Health exam with the State and the licensing manual, that the test was centered around, did not make any sense to me. But when I read the "The Complete Idiot's Guide to Buying Insurance and ...
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Guaranteed Income for Life: How Variable Annuities can Cut Your Taxes, Pay You Every Year of Your Life, and ...
Michael F. Lane
McGraw-Hill Companies, 1998
Excellent book...
I've read many different points of view about the value of VAs -- this book explains them clearly. Lane's book shows how tax deferral wroks. He takes you step-by-step so you can see how all the parts relate and why. Read chapters 5 "Suitable Uses of VAs" and ch 18 ...
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Theory of Interest
Stephen Kellison
McGraw-Hill/Irwin, 1991
Books
I received the books very quickly. They were in great condition. I want to thank them for everything.
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Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy (Wiley Finance)
Marco Gantenbein, Mario A. Mata
Wiley, 2008
An excellent review of these strategies
I have long considered Mario Mata to be one of the best and most practical asset protection attorneys. Unlike many of the newbie asset protection planners who so lately have sprung up like so many weeds and who lack anything like real experience, Mario has actually ...
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