New Life Insurance Investment Advisor: Achieving Financial Security for You and your Family Through Today's Insurance Products
Author | : | |
Rating | : | 4.28 (844 Votes) |
Asin | : | 0071363645 |
Format Type | : | paperback |
Number of Pages | : | 400 Pages |
Publish Date | : | 2014-05-05 |
Language | : | English |
DESCRIPTION:
Keith R. Soltis said Provides good background info. The author does a good job of providing an overview of life insurance as an investment and savings tool. He is able to communicate the benefits of owning permanent life insurance as a supplement to your financial products. However, I disagree with his strong endorsement of the variable life insurance product.This product is one of the most complex products in the insurance industry. Its fees, costs and performance varies widely from company to company. Given the fact that you can simply borrow your permanent (whole life) in. "A fair foundational book to understand life insurance" according to Frank E. A good book but somewhat dated as its information is 1A fair foundational book to understand life insurance A good book but somewhat dated as its information is 13 years old. If you're looking to better how life insurance is structured to work financially then I'd recommend this book. Because of the older data based conclusions, which seem agent rather than consumer focused, it got 3 stars.. years old. If you're looking to better how life insurance is structured to work financially then I'd recommend this book. Because of the older data based conclusions, which seem agent rather than consumer focused, it got A fair foundational book to understand life insurance A good book but somewhat dated as its information is 13 years old. If you're looking to better how life insurance is structured to work financially then I'd recommend this book. Because of the older data based conclusions, which seem agent rather than consumer focused, it got 3 stars.. stars.. "Excellent User's Guide in Clear Language" according to Critical Thinker. Ben Baldwin has always been one of the clearest writers about life insurance from a financial planning perspective. The explanations of what the insurance industry would call "Advanced Underwriting" uses of life insurance in this book are clear, concise and free of jargon. Although this is a consumer book, I would recommend it to financial planning professionals to enhance their own understanding and to see how to explain complex financial topics to clients.
Baldwin, CLU, ChFC, CFP, is president and owner of Baldwin Financial Systems, a registered advisory firm serving both individual and corporate clients. Ben G. The winner of numerous sales awards throughout his career and a former member of the Board of Governors for the Certified Financial Planner Board of Standards, he has consulted for major insurance companies including New York Life, Transamerica,
"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. 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.". 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 h
The New Life Insurance Investment Advisor, Second Edition,explains life insurance in clear, logical terms, terms you can understand and use when making your insurance decision. But beyond simply providing product knowledge, The New Life Insurance Investment Advisor gives you the practical, hands-on expertise to know which product will work best for you, and your unique situation. From the Back CoverToday's Most Authoritative Resource on Term Life, Whole Life, Universal Life, Variable Life, and Moreand Which Products Are Best for You and Your FamilyLife insurance has evolved from a sleepy, slow-growing financial product into one of today's most dynamic, adaptable investment vehicles. The New Life Ins