Services

Browse CatalogFacultyBookstores

Company

About UsContact Us
Sign In

Advanced Designations

Bionic TurtleMark Meldrum

Financial Planning

Dalton EducationMoney Education

Licensing

Pass Perfect

Financial Crimes

ACFS

Tax & Accounting

CeriFi CPEdgeSpidellFast Forward Academy

Legal

CeriFi Legal Edge
Terms and Conditions
Privacy Policy

© 2026 Money Education, LLC. All Rights Reserved

Learning programs powered by the best brands in the industry.

Learn More

Loading your content...

Home
  • Register Your Book
  • Login
  • Store
  • Faculty
  • Bookstores
  • About Us
  • Contact Us
  • 0
0
Store
Faculty
Bookstores
About Us
Contact Us
Login

Product Information

ISBN: 978-1-946711-31-1

eISBN: 978-1-946711-32-8

Insurance Planning - 7th Ed.

8th Edition Now Available!


Insurance is complicated, by design. Understanding it doesn’t have to be.


Life is a series of risk management decisions and that includes insurance. Here is how to know all the ways insurance can and should be used to mitigate risk. This text guides you through the basics of life, health, disability insurance, long-term care, property and liability insurance; and let’s not forget Social Security. Using real data and real life examples, readers will soon understand risk retention, avoidance and shifts; and how to avoid the sidetracking of life plans by unexpected and uncovered risk.


This professional insurance planning perspective services multiple applications:

  • In a stand-alone insurance planning course
  • As a reliable and comprehensive reference for practicing financial professionals
  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • Insurance Planning also meets all of the educational requirements for a Financial Planning Course in any CFP Board-registered program
Insurance Planning - 7th Ed.
Table of Contents

Key Features

Comprehensive Curriculum

Part of a fundamentals course in financial planning or management.

Reliable Reference

A trusted resource for practicing financial professionals.

CFP Board Requirements

Meets all educational requirements for CFP Board-registered programs.

Digital Products

Access the e-book

Access through VitalSource Bookshelf for five years after purchase.

Chapter Resources

Access codes provided via VitalSource Bookshelf.

Multi-Device Access

Download to two devices for unlimited use.

Choose Your Format

You can choose the print edition if you enjoy the tactile experience of a book, choose eBook for an online experience, or go for the print + eBook bundle for easy access to the content any time and on any device.

More Than Just a Book

Get access to the Practice Portal with your book. When you purchase any book, you receive a unique code that unlocks access to our interactive Practice Portal. This isn’t just an add-on. It’s a complete digital learning environment.

Interactive Practice

Exercises and quizzes to reinforce your knowledge.

Progress Tracking

Analytics to monitor your learning progress.

Extra Value

Full digital platform included with your book.

Clear and concise learning materials

Enhance learning efficiency, giving you more time to prepare for final exams.

Register Your Book

Author Spotlight

1 / 0

You have questions?  No worries, we have answers!

Our support team is here to make sure you get the help you need—quickly and easily. We’re happy to assist!

Сontact Us

FAQ’s