COOL WEB SITES

fron www.nationalunderwriter.com

www.aicpa.org

American Institute Of Certified Public Accountants. Includes the online version of the Journal of

Accountancy with archives dating back to January 1997 (omits some sections of the printed version for

reasons relating to copyrights or timeliness).

www.benefitslink.com

Internet links to information and services for benefit plans. Check out Q&A Columns, Search Engine, and

Source Documents. A lot of “good stuff.”

www.insweb.com/learningcenter/glossary

Need to look up an insurance or other term? This site offers eight different glossaries, including life

insurance terms, health insurance terms, and legal terms (provided by BISYS Education Services, Inc.).

www.fidelity.com

A well designed and easy-to-navigate site, containing concise and helpful information. Check out the

Retirement & Guidance tab, it has something for everyone, surviving spouses, inheritors and executors.

Lots of helpful calculators everywhere.

www.iii.org

A very attractive site maintained by the Insurance Information Institute. Not only does it look good, it is

also highly functional and loaded with useful information.

www.leadfusion.com/products/tools/toolmenu.asp

These public use calculators cover a wide range of subjects, to include life insurance, retirement planning,

IRAs, savings, and budgeting. In particular, note the newly added Spanish language calculators.

Take the time to register, its worth it.

www.investorguide.com

There is a lot here. Much of it relates to investment quotes, charts etc. Go to the University tab and you

will find material on both investing and personal finance. Well done!

www.life-line.org

The Life and Health Insurance Foundation for Education (LIFE). Offers a wide range of well-developed

insurance topics. Recommend for both advisors and their clients.

www.pgdc.com

Contains sales, marketing and technical resource materials for planned giving. First, go to How To Explore.

www.smartmoney.com

A very enriched web site. Click on the Tools tab or the Personal Finance tab for easy-to-understand

explanations of income tax and retirement planning concepts. Many screens contain quickie “what if”

calculators. Click on SmartMoney Magazine tab for access to Archive dating back to 2000.

www.taxanalysts.com

Tax Analysts is a nonprofit organization. First click on Tax History Project. Then explore the Tax History

Museum, the Image Gallery, or the Presidential Tax Return Gallery. For fun and profit this remains a

“very cool” site.

www.taxsites.com

Continues to be an absolutely first class job of how a “link site” should work. No frills, just plain efficiency,

well organized, current and incredibly enriched. If you go here, plan to spend more than a little

time exploring all the links.

www.ultimateinsurancelinks.com

This site is essentially a data base with a vast array of links. Although heavy with property and casualty

links, you will find many others. There is even a link to 163½ Actuarial Jokes (find it by searching for

“actuarial jokes,” or just go to http://users.aol.com/fcas/jokes.html )!

 

Note: These sites were last accessed on January 29, 2006. Have you discovered a web site that should be

included in the next edition of Field Guide To Estate Planning, Business Planning, & Employee

Benefits? If so, please e-mail your nominations to DonCady@efieldguide.com.

 

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