Life and Health Insurance Fundamentals, Essential Agency Library


AUSTIN, TX, August 10, 2022 /PRNewswire/ — The National Alliance for Insurance Education & Research announces the launch of a new Life & Health Insurance publication, authored by Tom FauconerCFP, CLY, ChFC, CASL, CPCU and Dr. Victor PuleoCIC, CFP, CCI.

dr. Victor Puleo holds the Davey Chair in Risk Management and Insurance at the Lacy School of Business in Butler University. He obtained a doctorate in risk management and insurance at Florida State University and has published in the Journal of Risk Education, Journal of Insurance Issues, Risk Management and Insurance Review, Managerial Finance and Best’s Review. Dr. Puleo is a Chartered Insurance Advisor (CIC), Certified Financial Planner (CFP®) and holds a Certificate in Captive Insurance (CCI). He is an educational consultant and national faculty member of the Society of Certified Insurance Counselors.

Tom Fauconer Graduated from Butler University (1985) and the Indiana University Faculty of Law of Indianapolis (1988). His career began at Indiana Farm Bureau Insurance where he was promoted to director of agent development and later named senior vice president and chief marketing officer. Tom has earned the designations of Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living and Chartered Property and Casualty Underwriter. Tom is currently a faculty member of risk management and insurance at Butler University.

Co-author Tom Fauconnier share:

“Innovative life insurance products such as variable life insurance, term return of premium and index-linked annuities create immediate opportunities to provide customers with hedging solutions. This book provides RMI students and insurance producers an understanding of life insurance plans and concepts to better serve their clients and prospects.”

Fundamentals of Life and Health Insurance, including advanced planning techniques offers a fundamental understanding of life insurance, annuities, health insurance, and disability income. Additionally, it explains how to use life insurance in complex business scenarios and covers government health insurance programs such as Medicare and Medicaid.

Print and digital books are available on the National Alliance for Insurance Education & Research website.

About the National Alliance: The National Alliance for Insurance Education and Research, a registered 501(c)(3) company, provides technical training, designations, and continuing education in risk management and insurance. With more than 150,000 participants,

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SOURCE The National Alliance for Insurance Education and Research


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