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Below is a list of articles and educational material relating to various investment and planning concepts.
Retirement Planning Concepts:
Introduction to Retirement Planning
How much will you need for retirement?
Understanding Variable Annuities
Asset Allocation
Dollar Cost Averaging
Individual Retirement Accounts (IRAs)
Taking Income from a Variable Annuity
Benefits of using an Investment Professional
Life Insurance Concepts:
Introduction to Life Insurance
Family Protection
Types of Life Insurance
Life Insurance and Estate Planning
Maximizing Life Insurance Benefits
What You Should Know About Buying Life Insurance
Insurance Carrier Ratings
Estate Planning Concepts:
Introduction to Estate Planning
Do You Need an Estate Plan?
Life Insurance and Estate Planning
Applicable Exclusion Amount
Updating Your Estate Plan
Minimizing Estate Taxes
The Necessity of a Will
Living Trusts are Not Just for the Wealthy
Should You Execute Power of Attorney?
Marriage and Estate Taxes
'Tis Better to Give
Basic Investment Concepts:
Investing Internationally
Understanding Variable Annuities
Taxes:
2001 Tax Law Summary
2003 Tax Law Summary
Glossary:
Insurance Terms
Other:
Nursing Home Cost
Calculators:
The content and tools contained in the Financial Planning and Educational Information sections of PacificLifeandAnnuity.com are intended to provide you with only a basic understanding of your situation and needs, not to provide advice of any sort. For a more in-depth and overall analysis of your specific situation and needs, please contact an Investment or Life Insurance Professional.
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