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 Answer Book
John Adney, Joseph McKeever III, Barbara Seymon-Hirsch
Aspen Publishing, 2005
Annuities Answer Book, 2004 Cumulative Supplement
John T. Adney, Joseph McKeever III, Barbara Seymon-Hirsch
Aspen Publishers, 2004
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
McGill’s Life Insurance, Fifth Edition
Edward E. Graves, Editor
The American College, 2004
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
Ernst & Young’s Personal Financial Planning Guide, Special Tax Edition
Robert Garner, Robert Coplan, Martin Nissenbaum, Barbara Raasch, Charles
Ratner
John Wiley & Sons, Inc. 2002
Ernst & Young, Tax Saver’s Guide, 2004
Tax Partners and Professionals of Ernst & Young LLP
John Wiley & Sons, Inc. 2004
The Ernst & Young Tax Guide 2004
Tax Partners and Professionals of Ernst & Young LLP
John Wiley & Sons, Inc. 2004
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
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