The Tools & Techniques of Insurance Planning and Risk Management is designed to help financial planners and other client-focused advisors understand the complex interplay of risk management and insurance planning techniques. It combines an exploration of risk analysis and risk mitigation techniques with a comprehensive overview of insurance planning strategies that are focused on individual and small business clients.
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The newly updated and expanded material covers: |
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Extensive treatment of individual insurance planning topics, including property and casualty insurance, disability insurance, long-term care insurance, annuities, and life insurance |
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Comprehensive strategies for conducting insurance needs analysis for individual and small business clients |
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The latest changes related to health care reform and health cost management approaches, including real world applications for both business and individual health insurance purchasers |
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In-depth information about commercial insurance products, including general liability, business auto and property, employment practices liability, and director and officer liability |
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Techniques for selecting insurance companies and policies, as well as claims management |
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The tax implications of various types of insurance products, including life insurance |
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The Tools & Techniques of Insurance Planning and Risk Management
By Stephan R. Leimberg, Kenneth W. Price, and Jesus M. Pedre
Product #: 2960002
ISBN: 978-1-939829-92-4
Format: Paperback, 8½" x 11"
Page Count: Approx. 750 pp
Pub. Date: Nov. 2014 |
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