Financial Advisor

 

Financial Services Superannuation Retirement Planning



Life & Health Insurance by Kenneth Black,

Life & Health Insurance by Kenneth Black,
This current, accurate and detailed industry guide for financial service professionals examines life and health insurance "simultaneously from the viewpoints of the buyer, the advisor, and the insurer"--providing a comprehensive and unbiased treatise on individual and group life; a forthright appraisal of life and health insurance industry products with careful consideration of the environment; and a complete examination of life insurance company operations and regulation. Bases financial treatment of life insured operations on modern financial theory, and devotes entire chapters to the economics of life and health insurance; individual life and health insurance policies; life and health insurance evaluation; the uses of life and health insurance in personal and business planning; government and employee benefit plans; and the management, operation, and regulation of life insurance companies. Offers a strong global orientation, supporting fundamental concepts with an extensive integration of economic and financial theory and international comparisons, and examines how today's health insurance products fit into a broad framework from a contractual, cost, and performance viewpoints. New chapters on the tax treatment of life and health insurance address such areas as estate planning, retirement planning, and the business uses of life and health insurance. For financial planners, salesmen, actuaries, investment managers, attorneys, CPAs, and other financial service professionals.



A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially by Steven Weisman, X
A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially by Steven Weisman, X
Many Americans are now living longer...A Guide to Elder Planning will help older Americans to live a better life!! From asset protection strategies to avoiding costly scams, this guide is an indispensable blueprint for both senior citizens, and, as importantly, their children, many of whom will act as caregivers during their parents' later years.--Ken and Daria Dolan, co-hosts of The Dolans, the award-winning nationally syndicated daily radio program heard across North America and Hawaii This is an entertaining, authoritative, clear, and compelling look at a very broad topic. I enjoyed reading this book and highly recommend it to anyone seeking guidance with planning for later life.--Dr. Lois A. Vitt, Editor-in-Chief, Encyclopedia of Retirement and Finance, and Director of the Institute for Socio-Financial Studies A Guide to Elder Planning is the most comprehensive, practical guide available for financial and legal matters affecting older Americans! Weisman empowers readers to take control over the planning process by arming them with knowledge and wisdom. Composed with just the right touch of humor, this book is a must for anyone with loved ones and assets to protect!--Bonnie Bleidt, CFP, MST Senior Planner, Financial Perspectives Planning Services, Inc. Host, Boston Business Journal AM EditionProtect yourself, your assets, your lifestyle, and your family!Simple, safe strategies for estate, tax, and retirement planningPractical techniques for surviving America's healthcare systemBy Steve Weisman, one of the nation's leading elder law attorneys Stay in control of your life! Getting older was never this complicated. You (or your older relative) must deal with tough decisionsabout money, health care, lifestyle, possibly even life itself. You need honest, clear, straightforward advice. Senior law specialist Steve Weisman shows you easy, practical strategies for protecting your assets...coping with Medicare, Medicaid, and Social Security...



Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.

Metropolitan West Financial LLC - Metropolitan West Financial is a diversified financial services holding company with interests in a variety of firms that provide financial advice and strategic planning, capital management, asset management, investment advice, and fixed-income portfolio management. The acquisitive firm provides its services to businesses and high-net-worth individuals in the US.

Genworth Financial - Genworth Financial is a financial services organization that offers of a portfolio of primarily consumer focused products, including life insurance, retirement income and investments, long term care, employer benefits, mortgage insurance and payment protection insurance. Genworth Financial is headquartered in Richmond, Virginia, and employs over 7,000 people in 22 different countries.

Financial advice - Financial Advice is advice given in relation to financial matters such as investing, insurance, saving and retirement planning.



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