The Handbook of Estate Planning
Robert Esperti & Renno Peterson
McGraw Hill Book Co., NY
Principles of Insurance Production
Peter Kasicky, et al
Insurance Institute of America, 1986
Black’s Law Dictionary
West Publishing Company
Annuities
Continuing Education Insurance School
Private Printing 1998
Life, Health and Contracts
Noble Continuing Education
Private Printing 1996
Dictionary of Insurance Terms
Harvey W. Rubin, Ph.D., CLU, CPCU
Barron’s Educational Series, 1995
Financial and Estate Planning with Life Insurance Products
James C. Munch, Jr.
Little Brown & Co. 1990
Legal Aspects of Life Insurance
Edward Graves and Dan McGill
American College 1997
Life Insurance
Kenneth Black & Harold Skipper
Prentice Hall 1993
Getting Started in Annuities
Gordon K. Williamson
John Wiley & Sons 1999
Ernst & Young’s Personal Financial Planning Guide
Robert Garner, Robert Coplan, Martin Nissenbaum, Barbara Raasch, Charles
Ratner
John Wiley & Sons, Inc. 1999
Financial Planning Process Course
Pictorial Publications
Pictorial 1997
Equity Indexed Annuities
Thomas F Streiff, CFP, CLU, ChFC, CFS, Chythia DiBiase, CFS
Dearborn Financial Publishing 1999
PERIODICALS, NEWSPAPERS AND MAGAZINES
Life Insurance Selling
Oct., Nov., 1998; Jan., Feb., April., Sept., Oct., 1999, Jan, Feb, 2000, March 2001, April 2001
Health Insurance Underwriters
Publications of 1997, 1998, 1999 and 2000.
National Underwriter
April, May 1998, Feb, April, June, Oct., 1999, Feb. 2000
Specializing in Section 401(k) Plans Can Pay Off
Jeff Van Strien, ChFC, CMFC, CRPS
Life Insurance Selling Jan. 2000
Sell Case Management Benefits
Brian D. Hayes, CEBS
Life Insurance Selling Nov. 1999
Enhanced Immediate Annuities
Shawn McConnell
Life Insurance Selling Nov. 1999
An Agent’s Guide to Variable Annuities
Life Insurance Selling Nov. 1999
EIA’s: How to Get The Best Deal
Ronald K. Wright, CLU
Life Insurance Selling Feb 2000
How To Perform Due Care
Richard M. Weber, CLU
Life Insurance Selling Feb 2000
Reaching Deeper into the EIA Market
David O’Neill
Life Insurance Selling April 2000
Young Seniors Need a SIMPLE Retirement Guide
Wayne Gardner RHU, CLU, ChFC
Life Insurance Selling May 2000
Universal Life Fits Five Stages of Economic Life
Roger Loewenheim, CLU
Life Insurance Selling May 2000
Explaining Annuities to Prospects
Susan M Miller
Life Insurance Selling, May 2000
An Agent’s Guide to Single Premium Deferred Annuities 2000
Life Insurance Selling March 2000
Learning the rules of the Roth, and non-Roth, IRA’s
Helen Huntley
Tampa Tribune Feb 20, 2000
Annuities and Life Insurance: The Pillars of Security
Richard Dobson Jr.
Life Insurance Selling March 2000
EIAs: Balancing Risk & Reward
Allison Woodworth
Life Insurance Selling April 2001
The Annuity That Pays Its Own Taxes
Kathran J. Martin & Jack L. Martin
Life Insurance Selling March 2001
The Evolution Of The Variable Annuity
Geri Rhoades & David VerMuelen
Life Insurance Selling March 2001
A Producers Guide to Single-Premium Deferred Annuities - 2001
Life Insurance Selling March 2001
Answering the Bells & Whistles,
Thomas Oliphant & Scott Dunn, CLU,
Life Insurance Selling March 2000.
INTERNET ARTICLES
401 (k) – Single Premium Life Insurance
http://wwww-e.analytics.com/fp17.htm
Variable & Fixed Annuities
http://www.e-analytics.com/fp30.htm
Keogh Plans
http://www.e-analytics.com/fp33.htm
Tax Treatment of Variable Annuities
http://www.variableannuityonline.com/free/vatal.cfm
Estate Planning, MFS Fund Distributors. mfs.com 8/14/99
Changes in Federal Gift & Estate Tax. wmop@mindspring.com
Several excellent articles from Recer Estate Services. Recer.com
Roth IRA. rothirainc.com
How the Stock market Affect Annuities
insure.com/life/annuity/stock market.html
Variable Life
variableannuityonline.com/vlife/vlwhat.cfm
Financial Planning – GE Center for Financial Learning
financiallearning,com/financial_life_events/building_basics.html
Insure.com’s Retirement Roundtable
insure.com/life/roundtable99/index.html
Morningstar Fund Selector
screen.morningstar.com/FundResults.html
Equity-indexed Annuities, The best thing since sliced bread?
insure.com/life/annuity/eiamain.html
How Much Money Will You Need When You Retire
e-analytics.com
Roth Conversion IRA Retirement Plan
roth-ira-conversion.com/
401(k) and 403(b) Retirement Plans
financialplan.about.com/finance/financialplan/msub401k.htm
OTHER REFERENCES
Sources
Variable Annuity Research and Data Service (VARDS) Total Reference, Third Quarter 1999 Sales & Asset; Morningstar Variable Annuity Performance Report, December 1999.
VARDS Profilers, Third Quarter1999
VARDS Total Reference, December 31, 1999
Monthly Performance; Morningstar Variable Annuity Performance Report, January 2000.