Insurance Planning

For centuries, the Insurance industry has been there for people at the worst moments of their lives, and kept the risk of those moments from stopping us from pursuing our dreams. Today, customer expectations are changing at an ever-increasing pace, driven further by the rapid digitization the world embraced in the pandemic. But that isn’t the only thing driving change in the industry, with a new generation of insurers emerging to serve customers differently and rethink the art of the possible in Insurance.

Turn $500 A Month Into $1.5 Million by Kaiim Daids Your Path to Wealth Starts Here! Are you ready to turn modest savings into life-changing wealth? With Kaiim Daids’ groundbreaking book, learn how $500 a month can transform into $1.5 million through the power of smart investing, financial discipline, and compound interest. What You’ll Learn: The Wealthy Mindset: Shift from short-term thinking to strategic, long-term financial planning. Financial Discipline: Master budgeting, saving, and smart spending habits. Building Wealth with $500: Step-by-step guidance to leverage small savings for...

America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times. To be clear, this audiobook is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth.

Medicare For Dummies, 3rd Edition will help you navigate the complicated, often confusing maze of the Medicare system. In simple language, with clear step-by-step instructions, the book helps you determine how and when to enroll, avoid costly mistakes, and find a plan that is right for you and your family.

We are living in an era where healthcare costs escalate annually, income is unstable, and risks do not knock before arriving. In this context, life insurance - once seen as a mandatory expense - is gradually revealing a completely different role: a smart, proactive, and deeply humane financial protection strategy. The book you are holding is not a technical document. It is a wake-up call. It is a map. It is a tap on the shoulder reminding you that: if you don't plan to protect yourself and those you love, who will do it for you? Inspired by the wave of self-sufficiency in corporate ...

"Conquer the CBP Exam: Your Guide to a Career as a Certified Benefits Professional" is a comprehensive study guide designed to prepare candidates for the Certified Benefits Professional (CBP) exam. The book covers all essential domains, including benefits program design, health and welfare benefits, retirement plans, compensation, total rewards, ancillary benefits, executive compensation, family leave, and collective bargaining agreements. Each chapter delves into key concepts, providing detailed explanations, real-world examples, and practical applications to reinforce understanding. The ...

Prepare for success on the Certified Financial Planner (CFP) Exam with our comprehensive study guide. This essential resource covers all the key topics you need to know to pass the exam and become a Certified Financial Planner. Topics covered in detail include: Retirement Planning: Learn about retirement savings vehicles, income needs analysis, Social Security benefits, pension plans, and retirement distributions. Tax Planning: Understand individual income taxes, deductions, credits, tax-efficient investment strategies, and the tax implications of financial transactions. Estate Planning: ...

The most comprehensive guide written on captive insurance company design, formation, management, and taxation focused on closely held small captive applications for successful private business owners. Detailed guidance on domicile selection, risk pool variations, insurance policy selections & pricing, selecting a captive manager, fees, costs and much more. Emphasis on enterprise risk captives (aka micro-captives and 831(b) captives).

🚐 Start, Run & Grow a Non-Emergency Medical Transportation Business A Step-by-Step Startup Guide to Launching a Purpose-Driven, Profitable NEMT Company "Drive change. Build income. Start your NEMT business today." Did you know that nearly 3.6 million adults in the U.S. delay or miss non-emergency medical appointments every year simply because they cannot get there? Behind those numbers are patients who need chemotherapy, seniors needing checkups, veterans heading to rehab, and people recovering from surgery—all of whom rely on Non-Emergency Medical Transportation (NEMT). If you’re ...

In "God's Divine Protection Plan," Dr. Michael H. Yeager takes readers on a powerful journey through the promises of Psalm 91, sharing not only his teachings on the scripture but also his own incredible experiences of divine intervention and miraculous deliverances. This book is more than a collection of teachings; it's a spiritual journey that brings the ancient words of Psalm 91 to life in a modern context. Dr. Yeager's personal stories serve as powerful testimonies to the reality of God's promises and the divine protection that can be experienced by those who trust in Him. "God's Divine ...

Unlock the Tax Strategies the Wealthy Already Know — and Start Keeping What You Earn You’ve built the business. You’ve created the income. But if you’re like most entrepreneurs, you’re still flying blind when it comes to protecting your wealth from taxes, market risk, and poor planning. In this punchy, no-fluff guide, entrepreneur-turned-wealth-strategist Dave Nelson reveals the exact tools used by the wealthy to slash taxes, build multi-generational wealth, and take control of their financial future—without becoming a CPA or a Wall Street insider. Inside, you’ll discover: ✅...

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

Ever wondered how you could build wealth, ensure financial security, and yet keep it all tax-free? Are you struggling to navigate the complex world of financial planning and investment strategies? It's time to transform the way you see life insurance. With this handy guide, you will uncover the often-overlooked potential of life insurance as a tool for building wealth, completely tax-free.

Indexed Universal Life Insurance (IUL) is one of the fastest growing financial products on the market. There are a lot of ways to sell an IUL. As an agent, here is a simple system I used to sell Indexed Universal Life.

Passing the health insurance licensing exam is your gateway to a rewarding career in the insurance industry—but success requires more than just memorizing terms. You need a clear, structured, and complete review that cuts through the clutter and focuses on the concepts examiners actually test. Conquer the Health Insurance Exam gives you exactly that. Designed as a comprehensive study guide, this book covers every major content area found on health insurance licensing exams across the United States. From the foundations of insurance and core policy provisions to detailed explorations of ...

In this second edition to How to Sell Indexed Universal Life Insurance, you'll find additional content, new systems, and easy explanations to help you understand how to potentially increase your IUL sales. If you're interested in learning more about indexed universal life insurance, give it a listen.

If you are one of the 91 out of 100 people in North America who are afraid that they will outlive their retirement savings, tune in to discover how we are living longer than ever, yet we are retiring earlier than ever, and this newfound longevity is not being factored into our retirement planning. In this simple 6-step guide, Paxton S. Finnegan will join you to explore solutions and strategies which can grow investments, transform retirements, and keep the taxman at bay.

Imagine creating a financial system that grows with your family, provides a reliable safety net, and stands as a lasting legacy. *Crafting a Family Legacy* is an essential guide for those looking to make whole life insurance a powerful tool in their financial and legacy planning. This book introduces the "Family Banking System," a strategy that leverages whole life insurance to support long-term wealth-building and financial stability. Introduction to Whole Life Insurance Delve into the foundation of whole life insurance, understanding how these policies work and how they can contribute to ...

Will Your Business Beat the Odd and Survive a Catastrophe? The Insurance Institute for Home & Business Safety, funded by insurance companies, states that slightly over 50% of businesses will not be able to reopen or close within three years, from an INSURED catastrophe. Will you be able to rebuild after a fire? Survive? What are the odds you will thrive afterward or will you just limp along? Add to this the growing number of natural disasters where FEMA reports that nearly half of businesses never reopen after a disaster, and the U.S. Small Business Administration warns that over 90% fail ...

In this follow-up book, Look Before Your LIRP, he makes the case that, while a variety of LIRPs may help get you to the 0% tax bracket, not all will do so with the same efficiency or effectiveness. In fact, finding the right LIRP for your tax-free retirement plan can be just like finding the ideal spouse. Just as you likely had a list of qualities you were looking for in a life-long partner, you should have certain attributes and provisions in mind when looking for the ideal LIRP.