Fee-only insurance consultants
- David Barkhausen (IL) www.lifeinsuranceadvisorsinc.com
- Patrick Collins (CA) www.schultzcollins.com
- Glenn Daily (NY) www.glenndaily.com
- James Hunt (NH) www.evaluatelifeinsurance.org
- Peter Katt (MI) www.peterkatt.com
- Joseph Maczuga (MI) www.feeadvisorsnetwork.com
- Scott Simmonds (ME) www.scottsimmonds.com
- Richard Weber (CA) www.ethicaledgeconsulting.com
- Scott Witt (WI) www.wittactuarialservices.com
Fee-only financial planners
- Alliance of Cambridge Advisorsacaplanners.org
- Garrett Planning Networkwww.garrettplanningnetwork.com
- National Association of Personal Financial Advisorswww.napfa.org
Other sources of information
- American Academy of Actuaries www.actuary.org
- Society of Actuaries www.soa.org
- The Individual Finance and Insurance Decisions Centre www.ifid.ca/
- The Insurance Forum www.theinsuranceforum.com
- The Life Insurance Sage www.lifeinsurancesage.com
- Annuity Digest www.annuitydigest.com
- Retirement Income Journal www.retirementincomejournal.com
- Life Insurance Settlement Association www.thevoiceoftheindustry.com
Lost life insurance
- Davis Library Research Service http://libraries.stjohns.edu/forms/davisref.html
- MIB Policy Locator Service www.mibsolutions.com/lost-life-insurance/
Regulation
Codes of ethics:
-
Certified Financial Planner Board of Standards, Inc.
Standards of Professional Conduct www.cfp.net/aboutus/standards.asp -
National Association of Insurance and Financial Advisors
Code of Ethics www.naifa.org/about/ethics.cfm -
Society of Financial Service Professionals
Code of Professional Responsibility www.financialpro.org/public/code_resp.cfm
Regulators:
- National Association of Insurance Commissioners www.naic.org
- Financial Industry Regulatory Authority www.finra.org
- Securities and Exchange Commission www.sec.gov
- Office of the Superintendent of Financial Institutions (Canada) www.osfi-bsif.gc.ca/
- Financial Services Authority (U.K.) www.fsa.gov.uk/
- Australian Securities & Investments Commission www.asic.gov.au
- Insurance Regulatory and Development Authority (India) www.irda.gov.in
Regulations:
-
New York State Department of Financial Services
Regulation 194: Producer Compensation Transparency www.dfs.ny.gov/insurance/faqs/faqs-reg194.htm - Solvency II (Europe) http://ec.europa.eu/internal_market/insurance/solvency/index_en.htm