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Help educate your clients about insurance and financial planning. financiallearning.com, brought to you by GE Financial
Assurance









 

Insurance Sites

Core Companies: American General Life · American National · Banner Life · Genworth Life and Annuity Insurance Company · Genwoth Life of New York formerly American Mayflower · Indianapolis Life · ING · Lincoln Benefit Life · MetLife Investors · NACOLAH · United of Omaha · West Coast Life · William Penn Life

Exam & APS Services: APPS · EMSI · ExamOne · J&H Copy · Parameds.com · Portamedic · SBSI

Organizations: Acord · American Council of Life Insurers · Association for Advanced Life Underwriting · Independent Insurance Agents of America, Inc. · Insurance Marketing Standards Association (IMSA) · Life and Health Insurance Foundation for Education · LIMRA · LOMA · Medical Information Bureau · Million Dollar Round Table · NAILBA · National Association for Variable Annuities · National Association Insurance Women · National Association of Health Underwriters · National Association of Insurance and Financial Advisors · National Association of Insurance Commissioners · The American College

Publications: Advisor Today · Best's Review · Broker World Magazine · Insurance Networking · Life Insurance Selling Magazine · The National Underwriter Company

Rating Agencies: A. M. Best Company · Duff & Phelps · Standard & Poor's · Weiss Ratings, Inc

Regulatory: Links to State Regulators · NAIC List of State Department Web Sites · National Association of Securities Dealers · National Insurance Producer Registry

State Insurance Departments - Licensing: Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · DC · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Lousiana · Maryland · Massachusetts · Miane · Michigan · Minnesota · Mississippi · Missouri · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconson · Wyoming

Technology: Acord · Advisors Assistant · AgencyWorks · Applied Systems · Channelpoint · FDP · GBS · Intellisys · Internet Pipeline · TABS · Zebu

Underwriting: Health Central · LabOne · Medical Information Bureau · Osborne Group · Risk Tutor · RxList · WebMD


Sales & Marketing

Books & Tapes: Amazon · Kinder Brothers · MDRT · National Underwriter

Coaching: American Business Visions · Credibility Marketing · NF Communications · The Strategic Coach · Value Based Selling

Presentation Tools: American Financial Systems · Brentmark Software · Compulife · Financial Profiles · First Financial Software · Full Disclosure · Impact Technologies · Insmark · Leimberg Associates · LUTC · Money Tree Software · Morningstar Principa Pro · NaviPlan · PhilanthorTec · Sungard Expert Solutions · Term4Sale · VitalSigns · VitalTerm · Weisenberger

Research: Hoovers · InfoUSA · SEC Edgar


General Sites

Directory: AnyWho (Phone) · Area Code · Go To My PC · Switchboard · Yellow Pages · Zip Code · Zip Code + 4

Gifts: 1-800 Flowers · 10th Avenue · Ashford · Dean & Deluca · Florist.com · Godiva Chocolates · Harry and David · Luxury Corner · Red Envelope · Sharper Image · Spend.com · Virtual Gourmet

Government: Government Agencies · Internal Revenue Service · Library of Congress · Social Security · State Tax Forms

Medical Resources: America’s Doctor · Dr. Koop · Drug Index · Health Central · Healthgate · LabOne · Mayo Clinic · Medical Information Bureau · Osborn Lab · Risk Tudor · Web MD

TMA Business Partners: J & H Copy Service · PC Connection · UPS · Viking Office Products


Learning Guides

Buying A Car: All-important warranties · Buying a new car · Buying a used car · Kinds of invoices · Making the deal · New vs. used · Online vs. local dealer · Shopping for a car · What car do you need

Credit Reports: Consumer alert - credit repair clinics · Credit report basics · Getting help to repair your credit · How to fix errors · How to get a copy of your credit report · Reading a credit report · Reasons not to check your credit · Repair your credit · When to get a credit report

Financing A Car: Basic financing options · Buy vs. lease · Find a leasing company · Lease protection under the law · Shopping for a car loan

Asset Allocation: Allocating on your own · Asset classes · Initial allocation · Investment categories · Investment horizon · Measuring your risk tolerance · Portfolio diversification · Rebalancing your portfolio · Taxes and inflation · The asset allocation process · Understanding risk

Auto Insurance: Basics of auto insurance · Coverage · Factors affecting rates · Filing a claim · Last-resort insurance · Rating insurers · Shopping for auto insurance

Credit Card Basics: Applying for cards online · Basics of card rates · Calculating card interest · Checklist of card features · Consolidating your cards · Credit card fees · Credit laws protecting you · Dealing with card offers · Using rewards cards · Using your credit report · Wise credit card use

Employee Benefits: Benefits of tax-deferred savings · Cafeteria plans · Cash balance plans · Defined benefit plans · Defined contribution plans · Dependent care benefits · Education benefits · Employee assistance plans · Employee Stock Ownership Plans (ESOPs) · Health insurance · Keeping your benefits when changing jobs · Life & disability insurance · Retirement plans for small businesses · Using your 401(k) plan

Home Buying: Bi-weekly mortgage loans · Closing on your new home · Deciding to buy or rent · Home affordability · Improving your home's value · Mortgage lenders and brokers · Negotiating a lower price · Obtaining a lender's pre-approval · Selling your home · Shopping for a home · Shopping online for rates · Types of mortgage loans · Using a reverse mortgage

Home Refinancing: Home refinancing options · Keeping an eye on interest rates · Mortgage refinancing lenders · Resources for home refinancing · Shopping refinancing rates · The decision to refinance · When refinancing hurts you · When refinancing pays off

Homeowner's Insurance: Basics of homeowner's insurance · Contesting the settlement · Coverage types · Covering living expenses · Covering property damage · Filing a claim · Finding a good agent · Home office issues · How online aggregators work · Liability coverage · Reducing premiums · Shopping for insurance · Taking inventory

Income Tax Basics: Alternative minimum tax · Capital gains and losses · Determining your income tax bracket · Facing an IRS audit or prospective audit · Filing for an extension · Filing your tax returns electronically · IRS measurements of income · Itemizing your deductions · Taking a standard deduction · Taking personal and dependent exemptions · Taking tax credits · Taxpayer Advocate service · Who must file a return? · Withholding taxes: what is the right amount?

Investing and Taxes: Money market mutual funds · Real estate investing and taxes · Reducing investment interest · Taxes on your bonds & bond funds · Taxes on your stocks & stock funds

Investing Basics: Asset allocation · Bonds · Debt management · Diversifying investment risk · Investing & taxes · Mutual funds · Risk and return · Rule of 72 · Setting up your financial goals · Stocks · The essential budget · Your investment profile

Online Banking: Choosing an online bank · Comparing online banks · Emergence of online banking · Online banking resource center · Pros and cons of online banking · Shopping for CDs online

Paying for College: College savings plans · Education IRAs · Education savings bonds · Education tax credits · Other IRAs and 401(k) plans · Prepaid tuition plans · Price of a college degree · Qualifying for student aid · Student loans · UGMA and UTMA accounts

Renter's Insurance: Basics of renter's insurance · Contesting the settlement · Covering liability · Filing a claim · Keeping your premiums down · Legal issues · Protecting your valuables · Roommates · Taking inventory

Retirement Planning: Buying life insurance · Buying long-term care insurance · Converting to a Roth IRA · Planning your estate · Preparing for retired life · Rebalancing your asset allocation · Retirement plans for small businesses · Saving with individual retirement accounts (IRAs) · Saving with your employer's retirement plan · Taking a lump-sum distribution · Taking your company stock as a lump-sum distribution · Understanding variable annuities · Using your Social Security benefits

Taxes and The Homeowner: Capital gains on the sale of your home · Deducting home mortgage interest · Deducting mortgage points · Deducting real estate taxes · Home office expense deductions · Limits on home mortgage interest deductions · Non-deductible items · Protesting your property tax assessment

Term Life Insurance: Advantages of term insurance · Basics of term insurance · Coverage requirements · Disadvantages of term insurance · Finding a good insurance agent · Finding a good insurance company · Shopping for term insurance · Term versus universal or whole life


Travel

Airlines: Airports · America West · American · Continental · Delta · Midway · Midwest Express · Northwest · Seat Maps · Southwest · TWA · United · USAirways

General Travel: AAA · Airline Seat Maps · Airports · Amtrak · BizTravel · BizTravel Club · Excite Maps · Expedia · Flight Tracker · IGo.com · MapQuest · Maps on Us · OAG · Orbitz · Phone Numbers · SideStep · Travelocity

Hotels: Accommodation Search Engine · All Hotels · Fodors · Hilton · Hotel Discounts · Hyatt · Marriott · Places to Stay · Sheraton

Rental Cars: Alamo · Avis · Budget · Dollar · Enterprise · Hertz · National · Thrifty


Office Management

Business Helpers: Calculators · Dictionary · Salary Calculator

Human Resources: ADP · Benefits Link · Homefair · Power Payroll · WageWeb

Office Supplies & Equipment: Office Depot · OfficeMax · PC Connection · Staples · Viking

On Line Organizers: Jump · Schedule Online · Visto

Shipping: Airborne · DHL · Federal Express · Iship · Stamps.com · United Parcel Service · US Postal Service


Reference

Continuing Education: ABC Self Study · Bisys Education · Dearborn · Financial Campus · Insurance Achievement · Kinder Brothers

General: AnyWho (Phone) · Area Code · Dictionary · Switchboard · Yellow Pages · Zip Code · Zip Code + 4

Tax & Legal: AALU · Find a Lawyer · IRS · SBA Laws and Regulations · SEC News Digest · Tax Resources · US Tax Code


Finance

Banks: Bank of America · Chase · Citi Bank · First Union · Wells Fargo

Brokerage Firms: Ameritrade · Charles Schwab · Datek · E Trade · Legg Mason · Merrill Lynch · Morgan Stanley · Solomon Smith Barney · T Rowe Price

General: Business Week · GE Center for Financial Learning · Morningstar · Multex Investor · Quicken · Smart Money · Yahoo Finance

Mutual Funds: American Funds · Brills Interactive · Daily Stocks · Fidelity · Franklin Templeton · Janus · Lipper · Mutual Fund Cost Calculator · Mutual Fund Magazine · Nuveen · Oppenheimer · Putnam · Scudder · Vanguard · Wall Street City · Zacks

Tax Accounting Software: DacEasy · Great Plains · MYOB · Peachtree · Quicken

Credit Cards: American Express · Discover · Mastercard · Visa



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