Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Life Insurance & Annuities
Program Overview Life Insurance is gaining wide acceptance as an alternative asset in the accumulation portfolio because of the potential returns and low market correlation. As people approach the distribution phase in their lives, life insurance can evolve into a core asset in their portfolio. This webinar explores the unique attributes of multiparty life insurance [...]
Life Insurance & Annuities
Life Insurance for Business Owners: Inside or Outside? (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
Life Insurance Policy Disclosure for the 21st Century (Journal Article)
This article appeared in the January 2021 Journal of Financial Service Professionals.
Life Insurance & Annuities
Life Insurance Policy Reviews from a Planner’s Perspective (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the July 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Recognizing Cash Value Life Insurance as an Investment (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Estate Planning
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Risk and Its Implications for Product Suitability (Journal Article)
This article appeared in the November 2020 Journal of Financial Service Professionals.