Fundamentals of Insurance Planning PDF Download

Author: Burton T. Beam
Publisher: Ingram
ISBN: 9781932819403
Category : Finance, Personal
Languages : en
Pages : 800

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Author: Kevin M. Lynch
Publisher:
ISBN: 9781582932347
Category :
Languages : en
Pages : 918

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Author: Kevin M. Lynch
Publisher:
ISBN: 9781582930565
Category : Finance, Personal
Languages : en
Pages : 866

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Book Description
This publication focuses on the role of planning for insurance needs. Covers basic concepts in risk management and insurance, industry operations, legal principles pertaining to this industry, and regulation of insurers. Examines social insurance, life insurance and annuities, medical and disabilit income insurance, long-term care insurance, and personal property and liability insurance. Concludes with an overview of commercial property and liability insurance and a case study.

Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448

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Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Author: Michael A. Dalton
Publisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278

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Author: Kevin M. Lynch
Publisher:
ISBN: 9781582931302
Category : Finance, Personal
Languages : en
Pages : 918

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Author: Emmett J. Vaughan
Publisher: John Wiley & Sons
ISBN:
Category : Business & Economics
Languages : en
Pages : 664

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Book Description
This classic, comprehensive book is divided into three sections. The first section examines the concept of risk, the nature of the insurance device, and the principles of risk management. This section also provides an overview of the insurance industry. The second section examines the traditional fields of life and health insurance as solutions to the risks connected with the loss of income. The Social Security system, workers compensation, and other social insurance coverages are discussed. The final section deals with the risks associated with the ownership of property and legal liability. Updated to reflect the changes in the field of insurance since 1996, and a listing of Web sites of interest.

Author: Tena B. Crews
Publisher: Cengage Learning
ISBN: 9781439042090
Category : Insurance
Languages : en
Pages : 320

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Book Description
FUNDAMENTALS OF INSURANCE, 2E, International Edition combines hands-on activities, examples from news-making companies, creative special features, and solid content to give your students a full understanding of insurance. Extensive use of activities help students better understand the importance of insurance and how it affects them today—and through to their retirement days.Insurance careers are integrated throughout the text, as well as being provided as a focus in their own chapter. Research questions require students to make contact with the insurance world where they will get additional career information and bring interest and realism into the classroom. Students learn the importance of risk management, property and auto insurance, health coverage, insurance rates, claims procedures, careers in insurance, annuities and planning for retirement.

Author: Benjamin James
Publisher:
ISBN: 9781735377704
Category :
Languages : en
Pages :

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Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256

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Book Description