The Tools & Techniques of Life Insurance Planning, 9th Edition
eBook - ePub

The Tools & Techniques of Life Insurance Planning, 9th Edition

  1. 626 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

The Tools & Techniques of Life Insurance Planning, 9th Edition

About this book

The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: “To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others.”

With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task—and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner.

This title features:

  • Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances
  • Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning

New in the Ninth Editio

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Yes, you can access The Tools & Techniques of Life Insurance Planning, 9th Edition by Stephan Leimberg,Keith A. Buck,Paul C Wetmore in PDF and/or ePUB format, as well as other popular books in Business & Insurance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
The National Underwriter Company
Year
2023
Print ISBN
9781954096943
eBook ISBN
9781954096950
Edition
9
Topic
Business
Subtopic
Insurance
Index
Business

Table of contents

  1. Title
  2. Copyright
  3. About ThinkAdvisor
  4. PREFACE TO THE NINTH EDITION
  5. ABOUT THE AUTHORS
  6. ABOUT THE EDITOR
  7. GUIDELINES FOR THE PROFESSIONAL
  8. CHAPTER 1: INTRODUCTION TO LIFE INSURANCE
  9. CHAPTER 2: HOW TO ESTIMATE THE life INSURANCE NEED
  10. CHAPTER 3: TERM INSURANCE
  11. CHAPTER 4: LEVEL PREMIUM WHOLE LIFE INSURANCE
  12. CHAPTER 5: LIMITED PAY WHOLE LIFE INSURANCE
  13. CHAPTER 6: SINGLE PREMIUM LIFE INSURANCE
  14. CHAPTER 7: ADJUSTABLE LIFE insurance
  15. CHAPTER 8: CURRENT ASSUMPTION WHOLE LIFE insuranceIFE
  16. CHAPTER 9: UNIVERSAL LIFE INSURANCE AND GUARANTEED NO-LAPSE UNIVERSAL LIFE INSURANCE
  17. CHAPTER 10: INDEXED UNIVERSAL LIFE insurance
  18. CHAPTER 11: VARIABLE Life insurance AND VARIABLE UNIVERSAL LIFE insurance
  19. CHAPTER 12: JOINT LIFE (FIRST-TO-DIE) INSURANCE
  20. CHAPTER 13: SURVIVORSHIP LIFE INSURANCE
  21. CHAPTER 14: GROUP LIFE INSURANCE
  22. CHAPTER 15: ANNUITIES
  23. CHAPTER 16: LEGAL ASPECTS OF LIFE INSURANCE
  24. CHAPTER 17: SPECIAL POLICY PROVISIONS AND RIDERS
  25. CHAPTER 18: HOW TO DETERMINE THE RIGHT POLICY
  26. CHAPTER 19: HOW TO DETERMINE THE RIGHT COMpanyPANY
  27. CHAPTER 20: OVERVIEW OF “ADVANCED” LIFE INSURANCE PLANNING OPPORTUNITIES
  28. CHAPTER 21: LIFE INSURANCE INCOME TAXATION AND PLANNING OPPORTUNITIES
  29. CHAPTER 22: MODIFIED ENDOWMENT CONTRACTS
  30. CHAPTER 23: THE TRANSFER FOR VALUE RULE
  31. CHAPTER 24: SECTION 1035 EXCHANGES
  32. CHAPTER 25: VIATICAL AND LIFE SETTLEMENTS
  33. CHAPTER 26: ESTATE TAXATION OF LIFE INSURANCE
  34. CHAPTER 27: IRREVOCABLE LIFE INSURANCE TRUSTS
  35. CHAPTER 28: REVOCABLE LIFE INSURANCE TRUSTS
  36. CHAPTER 29: CHARITABLE USES OF LIFE INSURANCE
  37. CHAPTER 30: GIFT TAXATION OF LIFE INSURANCE
  38. CHAPTER 31: LIFE INSURANCE VALUATION
  39. CHAPTER 32: LIFE INSURANCE AND THE GENERATION-SKIPPING TRANSFER
  40. CHAPTER 33: BUY-SELL AGREEMENTS
  41. CHAPTER 34: KEY EMPLOYEE LIFE INSURANCE
  42. CHAPTER 35: SECTION 162 PLANS
  43. CHAPTER 36: SPLIT-DOLLAR LIFE INSURANCE
  44. CHAPTER 37: NONQUALIFIED DEFERRED COMPENSATION
  45. CHAPTER 38: DEATH BENEFIT ONLY (DBO) PLAN
  46. CHAPTER 39: LIFE INSURANCE IN QUALIFIED PLANS
  47. CHAPTER 40: PENSION MAXIMIZATION
  48. GLOSSARY
  49. INDEX
  50. Back Page