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FNCE 6650 Insurance Planning: Welcome & Course Readings

Welcome to your course guide

Please find your required library readings below. If you have problems with the links below, please contact the Library. If you have APA questions about these materials, please contact the Writing Center.

FNCE 6650 Required Course Readings

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Please Ask a Librarian if you have any questions about the links.

Biundo, R. (2015). Looking Beyond Credit Scores. Mortgage Banking, 75(11), 46-53.

Bloink, R., & Byrnes, W. H. (2014). 5 Annuity Tax Facts: You Need To Know. National Underwriter / Life & Health Financial Services, 118(4), 40-42.

Calafiore, P., Sosa-Fey, J., & Harun, S. (2014). Fako vs. Fico: Will A Free Credit Report Provide An Accurate Credit Score? International Journal of Business & Economics Perspectives, 9(1), 36-45.

Dahlen, H. M. (2015). "Aging Out" of Dependent Coverage and the Effects on US Labor Market and Health Insurance Choices. American Journal of Public Health, 105, S640-S660.

Dworak-Fisher, K., Gittleman, M., & Moehrle, T. (2014). Trends in employment-based health insurance coverage: evidence from the National Compensation Survey. Monthly Labor Review, 1-20.

Finefrock, C. J., Gradisher, S. M., & Nitz, C. M. (2015). Long-Term Care Insurance: Comparisons for Determining the Best Options for Clients. Journal of Financial Planning, 28(2), 36-43.

Finke, M., & Pfau, W. D. (2015). Reduce Retirement Costs with Deferred Income Annuities Purchased before Retirement. Journal of Financial Planning, 28(7), 40-49.

Fronstin, P. (2015). Sources of Health Insurance Coverage: A Look at Changes between 2013 and 2014 from the March 2014 and 2015 Current Population Survey. EBRI Issue Brief, (419), 1-54.

Gaglio, M. (2014). Using Life Insurance for Tax Reduction and Asset Preservation. CPA Journal, 84(9), 64-66.

Garner, J. (2015). Disability Insurance Now Allowed in Retirement Plans. Journal of Financial Service Professionals, 69(2), 53-58.

Goda, G. S., Shoven, J. B., & Slavov, S. N. (2011). How Well Are Social Security Recipients Protected From Inflation? National Tax Journal, 64(2), 429-449.

Heft, J. R. (2015). Many customers shopping for new auto insurance, but few are switching. Claims, 63(6), 8-9.

Kitces, M. E. (2015). Life and Death Tax Planning For Deferred Annuities. Journal of Personal Finance, 14(1), 48-61.

Kyoung Tae, K., Hanna, S. D., & Cheng-Chung Chen, S. (2014). Consideration of Retirement Income Stages in Planning For Retirement. Journal of Personal Finance, 13(1), 52-64.

Lankford, K. (2014). Health Insurance Do-Over. Kiplinger's Personal Finance, 88(12), 66-70.

Lankford, K. (2014). How to Buy Long-Term-Care Insurance. Kiplinger's Personal Finance, 88(11), 61-63.

Larson, S. J. (2015). Considering Time in a Life Insurance Needs Analysis. Journal of Financial Service Professionals, 69(5), 62-71. 

Mangla, I. S. (2010). The Quest for the Perfect Credit Score. Money, 39(8), 86-91.

Martin, D. W., Rose, C. C., & Beach, S. L. (2012). Early Retirement Decisions and the Returns on Social Security for the Average U.S. Wage Earner.  Journal of Financial Service Professionals, 66(3), 36-42.

Mulholland, B., Finke, M. S., & Gilliam, J. (2015). Advisor Beliefs Regarding Effective Life Insurance Disclosure. Journal of Financial Service Professionals, 69(3), 55-73.

Nichols, J. F. (2014). 3 opportunities to introduce disability insurance to clients. National Underwriter / Life & Health Financial Services, 118(1), 54-56.

Olleman, M., & Coffing, K. (2014). Variable Annuity Pension Plans, an Emerging Retirement Plan Design. Benefits Magazine, 51(4), 24-31.

Parrish, S. (2014). The Use of Life Insurance in Retirement Income Risk Planning. Journal of Financial Service Professionals, 68(3), 33-35.

Perry, V. G. (2008). Is Ignorance Bliss? Consumer Accuracy in Judgments about Credit Ratings. Journal of Consumer Affairs, 42(2), 189-205.

Phillips, C. M., & Hill, C. A. (2015). Considerations for a Strong Settlement Agreement That Best Resolves Your Property Insurance Case. Brief, 44(2), 26-33.

Pittman, S. (2013). Efficient Retirement Income Strategies and the Timing of Annuity Purchases. Journal of Financial Planning, 26(11), 56-62.

Pokorski, R., & Berg, B. W. (2014). Overview of Recent Research on Longevity Risks in Retirement and Some Practice Considerations for Life Insurance Planning. Journal of Financial Service Professionals, 68(5), 80-92.

Predmore, C. (2007). Does the Company Lawyer Have Your Back? A Brief Look at the Need for Personal Private Liability Insurance. Employee Responsibilities & Rights Journal, 19(2), 147-151.

Sarenski, T., & Luck, L. P. (2015). Planning for Cash Flows in Retirement. Tax Adviser, 46(12), 57-61.

Schneider, L. (2014). Disability Income Insurance: What Type of Coverage Is Best for Employees? Benefits Magazine, 51(5), 44-47.

Scordis, N. A., Suzawa, Y., Zwick, A., & Ruckner, L. (2014) Principles for Sustainable Insurance : Risk Management and Value. Risk Management & Insurance Review, 17(2), 265-276.

Smith, l. D., Staten, M., Eyssell, T., Karig, M., Freeborn, B. A., & Golden, A. (2013). Accuracy of Information Maintained by US Credit Bureaus: Frequency of Errors and Effects on Consumers' Credit Scores. Journal of Consumer Affairs, 47(3), 588-601.

Tannahill, B. A. (2013). The Role of Insurance in Retirement Planning. Journal of Financial Service Professionals, 67(4), 32-35.

Timmermann, S. (2016). Life Planning and Retirement Planning: Where Do They Intersect? Journal of Financial Service Professionals, 70(1), 33-36.

Trupin, J. (2012). Let's Get Personal: Homeowners and Personal Liability Insurance Problems. Insurance Advocate, 123(6), 12-16.

Weston, H. (2012). The Imperfect Match between Long-Term Care Risk and Long-Term Care Insurance. Journal of Financial Service Professionals, 66(4), 37-45.

Other Readings

Optional or supplemental readings may or may not be available in the library. Find further information about optional readings here.

If you have questions about your required course textbooks, please contact Customer Care at support@waldenu.edu