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
Life Insurance
Continuing Education Insurance School
Private Printing 1998
Estate Planning Concepts
Pictorial Publishing Co., 1998
Unified Federal Gift and Estate Tax
Private Printing, University of Missouri
Settlement Options
Noble Continuing Education
Private Printing 1995
Life, Health and Contracts
Noble Continuing Education
Private Printing 1996
Estate Planning
Noble Continuing Education
Private Printing 1998
Long Term Care, A Growing Market
Various chapter authors
AMC Publishing, 1998
Life Insurance
Mutual of Omaha Training Material
Mutual of Omaha Printing 1995
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
Law and the Life Insurance Contract
Muriel L. Crawford
Richard D. Irwin 1990
Legal Aspects of Life Insurance
Edward Graves and Dan McGill
American College 1997
Life Insurance
Kenneth Black & Harold Skipper
Prentice Hall 1993
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
Long Term Care: A Growing Market
AMC Publishing 1996
Equity Index Annuities
Thomas F Streiff, CFP, CLU, ChFC, CFS, Chythia DiBiase, CFS
Dearborn Financial Publishing 1999
Life Insurance Selling
Oct., Nov., 1998; Jan., Feb., April., Sept., Oct., 1999, Jan, Feb, 2000
Health Insurance Underwriters
Publications of 1997, 1998, 1999 and 2000.
National Underwriter
April, May 1998, Feb, April, June, Oct., 1999, Feb. 2000
Newsweek
Sept. 1998, March 1999
Forbes
Several articles in 1998 and 1999, and January 2000.
Sarasota Herald Tribune, New York Times, Wall; Street Journal, Tampa Tribune.
Several articles from newspapers, particularly from the Wall Street Journal over the past 2 years. Several excellent articles on Federal Estate Taxes from Wall St. Journal.
Specializing in Section 401(k) Plans Can Pay Off
Jeff Van Strien, ChFC, CMFC, CRPS
Life Insurance Selling Jan. 2000
Risk Management Something Old is New Again
Stuart Slonin, LUTC, RHU, CLU, IFA
Life Insurance Selling July 1999
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. 2001
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 2002
Explaining Annuities to Prospects
Susan M Miller
Life Insurance Selling, May 2000
An Agent’s Guide to Single Premium Deferred Annuities 2002
Life Insurance Selling March 2000
Flexibiltiy is the Key to Estate Planning
Michael Toth
Life Insurance Selling, April 2002
A Producers Guide to Single Premium Deferred Annuities
Life Insurance Selling March 2002
The IRS Creates a Split-Regime for Taxing Split-Dollar Plans
James G. Blase, CPA, JD, LLM
Life Insurance Selling, May 2002
A Producers Guide to Equity Index Annuities, 2001
Life Insurance Selling, Aug. 2001
Variable Life in Non-Qualified Benefit Plans
Cynthia Crino, CLU
Life Insurance Selling, Sept. 2001
Roth to Riches
John Bledsoe, CLU, CFP
Life Insurance Selling, Sept. 2001
EISs for the Changing Economic Landscape
Gail S. Waisanen, CLU, Editor
Life Insurance Selling, Aug. 2002
A Producers Guide to Variable Life and Variable Universal Life 2002
Life Insurance Selling, Sept. 2002
Variable Annuities, Who Wants Them, Who Needs Them?
Debbie Andrews
Life Insurance Selling, 2001
A Producer’s Guide to Universal Life 2002
Life Insurance Selling, 2002
Enhanced Annuities
Ronald R. Hagelman, Jr.
Life Insurance Selling, May 2002
The Flexibility of the Variable Annuity
Lucy Damiani
Life Insurance Selling, 2002
VUL in a Down Market
Michael R. Cumminskey, CLU, ChFC
Life Insurance Selling, Sept 2002
VUL Offers Long Term Benefits in Tough Times
Richard M. Herrick
Life Insurance Selling, Sept 2002
Choosing a VUL Carrier
Bill Riha, CLU
Life Insurance Selling Sept 2001
The Ghost in the Machine
Mark Kosierowski & Gabriel R. Schyiminovich
Life Insurance Selling, May 2001
Let Prospects Lead You to VUL Sales Success
Bill Riha, CLU
Life Insurance Selling, Feb. 2002
Universal Life: A Top Seller in Tough Times
Ben Wolzenski, FSU, CLU
Life Insurance Selling, May 2002
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
Estate Planning, MFS Fund Distributors. mfs.com 8/14/99
Changes in Federal Gift & Estate Tax. wmop@mindspring.com
Financial Planning Forum. bcm.tmc.edi/planning guide (various contributors)
Your Retirement Plan
Family Limited Partnership
Bank Accounts and Stock Accounts
Payor Death Bank Account
The Crummy Trust
The Widows Elections
The Secret Words of Estate Planning
How to Disinherit Your Son-in-law.
Several excellent articles from Recer Estate Services. Recer.com
Roth IRA. rothirainc.com
Can You Afford Care In Your Ailing Years
latimes.cpm/business/retire101
How the Stock market Affect Annuities
insure.com/life/annuity/stock market.html
A Living Trust May Be Unnecessary
aolpf.marketwatch.com/source/blq/aolpf/archive/20000201/news/current.pf.asp
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
Employee Benefit Provisions of the New Tax Law
Covington and Burling, Washington, D. C.
www.cov.com