The New Life Insurance Investment Advisor
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New Life Insurance Investment Advisor Achieving Financial Security For You And Your Family Through Today S Insurance Products
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Author : Ben Baldwin
language : en
Publisher: McGraw Hill Professional
Release Date : 2001-08-20
New Life Insurance Investment Advisor Achieving Financial Security For You And Your Family Through Today S Insurance Products written by Ben Baldwin and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-08-20 with Business & Economics categories.
"For anyone who needs to understand different types of life insurance, as well as considerations for purchasing and managing policies, this book should be on your nearby reference shelf. If you’ve frequently found yourself fumbling around with terminology, such as the differences between variable, universal, and variable universal life (VUL) policies, you’ll finally see some light through the haze." - MorningstarAdvisor.com Life insurance doesn't have to be complex or intimidating. Ben Baldwin's completely revised and updated guidebook makes it clear and logical, discussing how to analyze insurance products based on their investment merits and best overall financial returns. This clear, authoritative resource for consumer insurance information covers the pros and cons of Internet purchases, techniques to use capital within a policy, the fixed premium feature, insurance for different stages of life, and the new emergence of "immediate annuities."
The New Life Insurance Investment Advisor
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Author : Ben G. Baldwin
language : en
Publisher:
Release Date : 1994
The New Life Insurance Investment Advisor written by Ben G. Baldwin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with categories.
The Life Insurance Investment Advisor
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Author : Ben G. Baldwin
language : en
Publisher: Irwin Professional Publishing
Release Date : 1988
The Life Insurance Investment Advisor written by Ben G. Baldwin and has been published by Irwin Professional Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 1988 with Business & Economics categories.
Smart Risk
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Author : Maili Wong
language : en
Publisher:
Release Date : 2016
Smart Risk written by Maili Wong and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with Business & Economics categories.
In Smart Risk, leading wealth catalyst and portfolio manager Maili Wong shows how to achieve your financial purpose with a "Smart Risk Investing Roadmap." This roadmap builds a foundation based on purpose, poeple, plan perspective and positive action.
Financial Planning For High Net Worth Individuals
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Author : Richard H. Mayer
language : en
Publisher: Beard Books
Release Date : 2003-12
Financial Planning For High Net Worth Individuals written by Richard H. Mayer and has been published by Beard Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-12 with Business & Economics categories.
A comprehensive and authoritative guide to the art and science of wealth management.
Retire Wealthy
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Author : Eric D. Brotman, CFP®
language : en
Publisher: Author House
Release Date : 2014-06-26
Retire Wealthy written by Eric D. Brotman, CFP® and has been published by Author House this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-06-26 with Business & Economics categories.
In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)
The Handbook Of Professionally Managed Assets
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Author : Keith Fevurly
language : en
Publisher: Apress
Release Date : 2014-01-21
The Handbook Of Professionally Managed Assets written by Keith Fevurly and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-01-21 with Business & Economics categories.
This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these products will find the answers they are looking for in The Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds. There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios. Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients.
Understanding Specially Designed Life Insurance Contract
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Author : John E. Moriarty
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2015-12-05
Understanding Specially Designed Life Insurance Contract written by John E. Moriarty and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-05 with categories.
Habits are the key to financial success. It doesn't matter how much money you make, save, inherit, or receive if you don't have the simple habits of saving first and spending less money than you have available. Otherwise, your financial picture could be in jeopardy. Utilization strategies are seldom a topic financial professionals educate their clients about when discussing their financial pictures. Our industry is usually zeroed in on investment conversations and the majority of financial vehicles that exist in the marketplace today revolve around a risk/return mindset. The thinking is that in order to achieve higher returns, an investor must be prepared to take on more risk in their financial picture. Our focus with utilization strategies centers around four main questions concerning a client's cash flow awareness:* What is the purpose of your money? To Invest or Spend?* What is the time horizon for each purpose? Long Term or Short Term?* Are their specific risks you would like to minimize over that time frame?* Where do you currently store your savings?Getting answers to these questions allows the financial professional to act as an advocate for their clients' best interests. Ultimately, we aim to teach our clients to simply discover what dollars are flowing into your control and what dollars are flowing out of your control. Then, strategize so more money flows into your control. The end result will be more money for you to retain and utilize during your lifetime and more money for future generations.Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A highly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
The New Wealth Management
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Author : Harold Evensky
language : en
Publisher: John Wiley & Sons
Release Date : 2011-05-03
The New Wealth Management written by Harold Evensky and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-05-03 with Business & Economics categories.
Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
Live Your Life Insurance
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Author : Kim Butler
language : en
Publisher: Createspace Independent Publishing Platform
Release Date : 2015-11-11
Live Your Life Insurance written by Kim Butler and has been published by Createspace Independent Publishing Platform this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-11-11 with categories.
"Live Your Life Insurance" shows you exactly how you can take advantage of one of the most common, but misunderstood, financial tools. In it, you'll discover exactly how you can use your life insurance to benefit you while you are alive - and help you build financial security. In addition, it will reveal ways to make the best of your policy no matter what age you are. Most people don't realize what a powerful tool they have in their life insurance policies - this book will be your guide.