New Agency Library Essential: Fundamentals of Life & Health Insurance2 min read

Life and health insurance are the cornerstones of protection for the financial future of individuals, families, and businesses.

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.

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. 

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