BOOKS, REFERENCE & TEXT
The Handbook of Estate Planning
Robert Esperti & Renno Peterson
McGraw Hill Book Co., NY
Principles of Insurance Production
Peter Kasicky, et al
Insurance Insitute of America, 1986
Life and Health Insurance, Thirteenth Edition
Kenneth Black, Jr., & Harold D. Skipper, Jr.
Prentice Hall, 2000
Black’s Law Dictionary
Seventh Edition
West Publishing Co., 1999
The New Life Insurance Investment Advisor
Ben G. Baldwin
McGraw Hill, 1994
Variable Universal Life
Dearborn Financial Publishing, 1999
Financial Planning Process, 7th Edition
Pictorial Publications, 1997
Life, Health and Contracts
Noble Continuing Education
Private printing, 1996
Dictionary of Insurance Terms, Third edition
Harvey W. Rubin, Ph.D., CLU, CPCU
Barron’s Educational Series, 1995
Financial Planning with Life Insurance Products
James C. Munch, Jr.
Little Brown & Co. 1990
Legal Aspects of Life Insurance
Edward Graves & Dan McGill
American College, 1997
Ernst & Young’s Personal Financial Planning Guide
Robert Garner, et al
John Wiley & Sons, Inc. 1999
Law and the Life Insurance Contract
Life Office Management Association
McGraw Hill 1986
Business Insurance
Carolyn Mitchell
Dearborn Pub. May 2001
Principles of Insurance: Life, Health and Annuities, 2d Edition
Harriet Jones & Dani Long
Life Office Management Association, 1999
PERIODICALS
Life Insurance Selling
Oct., Nov. 1998, January through October 1999, Jan., Feb. 2000, and January through September 2001.
National Underwriter
Various articles, 1999, 2000, 2001
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
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
Publications, government and private, 2001 Tax Act:
http://www.house.gov/rules/1836cr.pdf.
http://www.cigna.com/professional/pdf/CPA_0601.pdf