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1

The new life insurance investment advisor. 2nd ed. New York: McGraw-Hill, 2002.

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2

Jack, Taylor. How life insurance policies generate investment income. [Washington, D.C.]: Congressional Research Service, Library of Congress, 1990.

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3

Dorfman, Mark S. The Dow Jones-Irwin guide to life insurance: Protection, investment, and financial planning. Homewood, Ill: Dow Jones-Irwin, 1988.

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4

Lee, Keunchang. The optimal investment strategy through universal/variable life insurance. [Urbana, Ill.]: College of Commerce and Business Administration, University of Illinois at Urbana-Champaign, 1987.

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5

Baldwin, Ben G. The life insurance investment advisor: A guide to understanding and selecting today's insurance products. Chicago, Ill: Probus Pub. Co., 1988.

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6

D'Arcangelo, David. THE SECRET ASSET: Making Millions with Investment-Grade Life Insurance. San Diego, CA: Redlands Press, 2011.

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7

Trusting yourself: How to overcome the psychological barriers to reaching your potential selling life insurance, investments, and financial planning services. Denver, Colo: High Plains Pub., 1988.

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8

Investment guarantees: Modeling and risk management for equity-linked life insurance. Hoboken, NJ: John Wiley & Sons, 2003.

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9

Baldwin, Ben G. The new life insurance investment advisor: Achieving financial security for you & your family through today's insurance products. Chicago, Ill: Probus Pub. Co., 1994.

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10

Impavido, Gregorio. Contractual savings in countries with a small financial sector. Washington, D.C: World Bank, Financial Sector Development Department, 2002.

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11

D'Arcy, Stephen P. A comparison of universal / variable life insurance with similar unbundled investment strategies. [Urbana]: College of Commerce and Business Administration,University of Illinois at Urbana-Champaign, 1986.

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12

D'Arcy, Stephen P. A comparison of universal / variable life insurance with similar unbundled investment strategies. [Urbana]: College of Commerce and Business Administration,University of Illinois at Urbana-Champaign, 1986.

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13

Beck, Thorsten. Determinants of life insurance consumption across countries. Washington, D.C: World Bank, Development Research Group, Finance, 2002.

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14

Andersen, Carl E. Modern mutual fund families & variable life: Tools for investment growth and tax benefits. Homewood, Ill: Dow Jones-Irwin, 1988.

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15

Prince, Russ Alan. Marketing through advisors: A toolkit for life insurance professionals. Cincinnati, Ohio: National Underwriter, 1996.

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16

Robbins, Edward L. Tax basis assets and liabilities of U.S. life insurers. Winsted, Connecticut: ACTEX Publications, Inc., 2015.

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17

Nzemen, Moïse. Tontines et développement, ou, Le défi financier de l'Afrique. Yaoundé: Presses universitaires du Cameroun, 1993.

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18

Measures, United States Congress House Committee on Ways and Means Subcommittee on Select Revenue. Investment uses of life insurance: Hearing before the Subcommittee on Select Revenue Measures of the Committee on Ways and Means, House of Representatives, One Hundredth Congress, second session, March 15, 1988. Washington: U.S. G.P.O., 1989.

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19

Romain, Borza, ed. Immobilier, assurance vie, le bras de fer. Paris: Economica, 2005.

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20

Appleby, Allan. The Australian valuation and life annuity tables. Deakin: Australian Institute of Valuers and Land Economists, 1991.

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21

Shukla, R. K. How India earns, spends, and saves: Results from the Max New York Life--NCAER India financial protection survey. New Delhi: Max New York Life Insurance Ltd., 2007.

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22

Popkin, J. W. The first century: A history of the investment department : Sun Life Assurance Company of Canada, 1871-1973. [Toronto: Sun Life Assurance Company of Canada, 1995.

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23

Bernheim, B. Douglas. How strong are bequest motives?: Evidence based on estimates of the demand for life insurance annuities. Cambridge, MA: National Bureau of Economic Research, 1989.

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24

The complete Cardinal guide to planning for and living in retirement: Navigating social security, Medicare and supplemental insurance, long term care, IRA, life insurance, post-retirement investment and income taxes. North Adams, Massachusetts: Tupelo Press, 2016.

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25

Gokhale, Jagadeesh. Comparing the economic and conventional approaches to financial planning. Cambridge, MA: National Bureau of Economic Research, 1999.

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26

Commons, Canada Parliament House of. Bill: Aan act to incorporate the Crown Life Insurance Company. Ottawa: S.E. Dawson, 2003.

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27

Office, General Accounting. Tax policy: Investment tax credit for offshore drilling rigs needs clarification : report to the Joint Committee on Taxation, Congress of the United States. Washington, D.C: The Office, 1986.

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28

Office, General Accounting. Tax policy: Allocation of taxes within the life insurance industry : report to congressional committees. Washington, D.C: The Office, 1989.

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29

Bradshaw, Thomas. Investments of Canadian life offices. [Toronto?: s.n., 1994.

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30

Office, General Accounting. Tax policy: Allocation of taxes within the life insurance industry : report to congressional committees. Washington, D.C: The Office, 1989.

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31

Assembly, Canada Legislature Legislative. Bill: An act to amend chapter 58 of the Consolidated statutes of Canada, as regards the investment of money by insurance companies. Quebec: Thompson, 2003.

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32

D'Arcy, Stephen P. Universal / variable life insurance: Policy purchase decision. [Urbana]: College of Commerce and Business Administration,University of Illinois at Urbana-Champaign, 1985.

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33

Office, General Accounting. Tax policy: Mortality charges on single premium life insurance should be restricted : report to the Honorable Fortney H. (Pete) Stark, House of Representatives. Washington, D.C: The Office, 1988.

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34

Assembly, Canada Legislature Legislative. Bill: An act for incorporating and granting certain powers to the British American Investment Company. Quebec: Thompson, 2003.

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35

Office, General Accounting. Tax policy: Information on the stock and mutual segments of the life insurance industry : fact sheet for the chairman, Subcommittee on Health, and the chairman, Subcommittee on Select Revenue Measures, Committee on Ways and Means, House of Representatives. Washington, D.C: The Office, 1988.

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36

McCord, William T. Better than gold: An investor's guide to Swiss annuities. Washington, D.C: Regnery Publ., 1998.

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37

C, Lilly Claude, ed. Raising the safety net: Risk-based capital for life insurance companies. Kansas City, MO: National Association of Insurance Commissioners, 1994.

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38

Canada. Dept. of Finance. Canada's life and health insurers: Overview. Ottawa, Ont: Dept. of Finance, 2002.

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39

Financing growth: A financial history of American life insurance through 1900. Philadelphia: S.S. Huebner Foundation for Insurance Education, Wharton School, University of Pennsylvania, 1985.

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40

Financial market activity of life insurance companies and pension funds. Basle: Bank for International Settlements, Monetary and Economic Dept., 1988.

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41

Stein, Robert W. Measuring financial performance in the life insurance industry. Atlanta, GA: LOMA, Research Division, 1992.

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42

Office, General Accounting. Tax policy: Nonbusiness interest deductions : briefing report to the Honorable Bill Frenzel, House of Representatives. Washington, D.C: The Office, 1986.

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43

Office, General Accounting. Tax policy: Economic, administrative, and taxpayer compliance aspects of a gross income tax : report congressional requesters. Washington, D.C: The Office, 1989.

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44

Office, General Accounting. Tax policy: Economic effects of selected current tax provisions on agriculture. Washington, D.C: The Office, 1986.

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45

Office, General Accounting. Tax policy: Insufficient information to assess effect of tax free education assistance : report to the Honorable Frank J. Guarini, House of Representatives. Washington, D.C: The Office, 1989.

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46

Office, General Accounting. Tax policy: Financial cycles in the property/casualty industry : fact sheet for the Chairman, House Committee on Ways and Means. Washington, D.C: The Office, 1986.

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47

Office, General Accounting. Tax policy: Costs associated with low income housing tax credit partnerships : fact sheet for the chairman, Subcommittee on Select Revenue Measures, Committee on Ways and Means, House of Representatives. Washington, D.C: The Office, 1989.

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48

Conning & Company. Risk-based capital for life insurers: Catalyst for change. Hartford, CT (185 Asylum St., Hartford 06103-4105): Conning & Company, 1993.

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49

McCahan, David. Investment of Life Insurance Funds. University of Pennsylvania Press, 2017.

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50

Investment Behaviour of British Life Insurance Companies. Taylor & Francis Group, 2017.

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