Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

Summit Business Media, January 2007

When partnered together, Tools & Techniques of Life Insurance Planning and Risk Management for Financial Planners achieve 100% correlation with the CFP® Certification Examination Topics List for Insurance and Risk Management.

- New guidance on the valuation of life insurance
- How the new CSO mortality table affects life insurance guarantees
- Updated information on how to properly determine a client's life insurance needs
- Insurance company and policy selection
- Overviews of business liability and health-related insurance

Risk Management for Financial Planners is the first book to present the fundamentals of risk management as a means to complement, benefit, and promote all areas of financial planning. With its focus on the basics of risk management, you will learn how the art of financial planning involves more than the core activities of making and growing a client's money, but also involves uncovering the means to protect their wealth, including:

- Insurance company and policy selection
- Overviews of business liability and health-related insurance
- End of Chapter questions to reinforce key concepts
- Appendices that provide an explanation of insurance company ratings and an insurance directory, as well as an extensive glossary of key Risk Management terms

Tools & Techniques of Life Insurance Planning

Make the best life insurance decisions for your clients with targeted information, succinct explanations, alternative strategies, and quick comparisons of more than 10 different types of life insurance policies:

- Avoid the potential pitfalls of the transfer for value rule
- Adapt your strategy to the new split dollar regulations for old and new arrangements
- Make the right decision for your client with an expanded discussion of variable annuities vs. mutual funds
- Match product to problem with revised formulas, worksheets, and rules of thumb

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