REFERENCES

 

The Best of "STRICTLY SPEAKING"

Ethics Readings from the Journal of the American Society of CLU & ChFC

      The American College, 1995

 

 

 

INSURANCE QUALITY

How to Improve Quality, Compliance, Customer Service & Ethics in the Insurance

      Industry.

      Hedy Abrmovits and Les Abromovits

      CRS Press, 1998

 

PRINCIPLES OF PRINCIPLED LIFE INSURANCE SELLING

      Ned B. Ricks, CLU

      Writers Club Press, 2001

 

BUSINESS ETHICS – ETHICAL DECISION MAKING AND CASES

      Ferrell, Fraidrich and Ferrell

      Houghton Mifflin Company, 2005

 

THE SAVINGS DILEMMA OF TRADITIONAL INSURANCE

Dan Strain, Policyholder.

      Trafford Publishing, 2003

 

INSULT TO INJURY, INSURANCE FRAUD AND THE BIG BUSINESS OF BAD FAITH

Ray Bourhis

      Berrett-Koehler Publishers, Inc., 2005

 

THE HANDBOOK OF ESTATE PLANNING

     Robert Esperti & Renno Peterson

     McGraw Hill Book Co., NY 2002

 

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

 

 

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

 

ANNUITIES ANSWER BOOK, 2004 CUMULATIVE SUPPLEMENT

     John T. Adney, Joseph McKeever III, Barbara Seymon-Hirsch

     Aspen Publishers, 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

 

EQUITY INDEXED ANNUITIES

     Thomas F Streiff, CFP, CLU, ChFC, CFS,  Chythia DiBiase, CFS

     Dearborn Financial Publishing    1999

 

Various Sections of the California Insurance Code, particularly the following sections:

10134-10139.5

10489.1-10489.95

10110-10127.18

12919-12938

1871-1871.9

815-816

10089.70-1008983

1067-1067.18

12961-12969

790-189.15

 

New York Times, Sept. 8, 2007, article "The appeal of annuities has increased.", by Humberto Cruz, "The Savings Game."

 

Other Newspaper articles from the New York Times and the Washington Post, Wall Street Journal, Best's Reports, and other such printed material,