Join Mitch Dunford and Bob Rogers, CLU, ChFC, as they interview co-author Tom Faulconer JD, CFP(r) CASL, CLU, ChFC, CPCU, about the new Life & Health insurance Fundamentals publication. This new publication was just released by the National Alliance Research Academy and is a must-have for every agency library.
The new book provides readers with a foundational understanding of life insurance, annuities, health insurance, and disability income. It includes Advanced Planning Techniques and discusses government health insurance systems like Medicare and Medicaid and how to use life insurance in complicated commercial circumstances.
Fundamentals of Life & Health Insurance – Including Advanced Planning Techniques
Written by two industry experts, each with over 30 years of experience in the insurance industry, Life & Health Fundamentals is the practical resource—and reference guide—for anyone who wants to enter the life and health industry or expand their knowledge to propel their career forward!
Life & Health Fundamentals uses examples, case studies, “Check Your Understanding” features, and short chapter quizzes to help you truly grasp how to apply what you learn. It also includes chapters on Medicaid, estate planning, and business uses of life insurance—information you can leverage for working with lucrative, larger, and more complex clients.
Tom Faulconer, JD, CFP(r), CASL, CLU, ChFC, CPCU
Tom Faulconer is a 1985 graduate of Butler University and a 1988 graduate of the Indiana University School of Law at Indianapolis. He began his career at Indiana Farm Bureau Insurance as Advanced Sales Counsel, was promoted to Manager of Agent Training, and Director of Agent Development, and was named Senior Vice President and Chief Marketing Officer in 2010. While at Indiana Farm Bureau Insurance, in addition to continuing his legal work and education, Tom earned several professional designations including the Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, and the Chartered Property and Casualty Underwriter. He also earned Series 6, 7, 63, and 26 securities registrations, served as the Office of Supervisory Jurisdiction in Indiana for EquiTrust Marketing Services (Broker-dealer), and introduced variable products to the company’s field force. His insurance training courses have been taken by hundreds of insurance professionals and he has presented numerous continuing education courses. Tom is currently a member of the faculty of Risk Management and Insurance at Butler University.