Estate Planning With Life Insurance
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Estate Planning With Life Insurance
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Author : Glenn R. Stephens
language : en
Publisher: CCH Canadian Limited
Release Date : 2008
Estate Planning With Life Insurance written by Glenn R. Stephens and has been published by CCH Canadian Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Business & Economics categories.
The Objective Guide To Estate Planning And Life Insurance
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Author : Robert A. Esperti
language : en
Publisher:
Release Date : 2014-03-04
The Objective Guide To Estate Planning And Life Insurance written by Robert A. Esperti and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-03-04 with Estate planning categories.
"Quickly and objectively determine if you need life insurance to meet specific estate planning needs. Address the growing issue of unfunded or underfunded estate plans."--Preface.
The Objective Guide To Estate Planning And Life Insurance
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Author : Robert A. Esperti
language : en
Publisher:
Release Date : 2014-09-01
The Objective Guide To Estate Planning And Life Insurance written by Robert A. Esperti and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-09-01 with categories.
An Estate Planner S Guide To Life Insurance
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Author : Louis A. Mezzullo
language : en
Publisher: American Bar Association
Release Date : 2009
An Estate Planner S Guide To Life Insurance written by Louis A. Mezzullo and has been published by American Bar Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Law categories.
Life Insurance In Estate Planning
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Author : James C. Munch
language : en
Publisher:
Release Date : 1981
Life Insurance In Estate Planning written by James C. Munch and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1981 with Estate planning categories.
Financial And Estate Planning With Life Insurance Products
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Author : James C. Munch
language : en
Publisher:
Release Date : 1992
Financial And Estate Planning With Life Insurance Products written by James C. Munch and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with Estate planning categories.
Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E
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Author : Robert Esperti
language : en
Publisher: McGraw Hill Professional
Release Date : 2012-03-30
Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E written by Robert Esperti and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-03-30 with Business & Economics categories.
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
2024 Premium Financed Life Insurance
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Author : Darren Sugiyama
language : en
Publisher:
Release Date : 2023-10-05
2024 Premium Financed Life Insurance written by Darren Sugiyama and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-10-05 with Business & Economics categories.
This is the Second Edition of this book - released in the beginning of 2024 - and is the updated version of Darren Sugiyama's original book that was released in 2021. A lot has changed in the world of Premium Financed Life Insurance in the last few years including increased interest rates, a recession, the crash of crypto currency, product changes, and industry regulated restrictions put on life insurance policy illustrations. As the most transparent premium financing intermediary in the life insurance industry, Darren Sugiyama thoroughly explains different methods of premium financing he uses with different types of clients based on their unique circumstances, including several new loan platforms he developed in 2023-2024. Sugiyama also takes a deep dive into discussing how IUL policy charges and credits work, the sustainability of the 0% floor, the difference between Fixed Policy Loans and Participating Policy Loans, and IUL multiplier features. The granular details of premium financing are articulated in a way that is highly detailed, yet succinctly expressed in a way that a life insurance novice can understand. Sugiyama transparently breaks down his methods of mathematically modeling Premium Financed Life Insurance with a spirit of authenticity, consumer protection, and full disclosure. In an industry that often times paints a very opaque picture regarding how financial instruments work, Sugiyama takes a disruptive approach by dispelling the myths and uncovering the truths about how many of these sophisticated estate planning instruments are built. This is an incredibly valuable book for both clients who are considering using Premium Financed Life Insurance as an estate planning tool, as well as financial advisors and life insurance agents who are considering offering these strategies as solutions for their high net worth clients.
The Tools Techniques Of Life Insurance Planning
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2015
The Tools Techniques Of Life Insurance Planning written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015 with Life insurance categories.
The insurance industry has become more and more creative in developing policies that are flexible enough to meet consumers needs while maintaining a reasonable cost. As a result, insurance and financial advisory professionals must stay current with the newest techniques and latest tools that have emerged. The expert authors of The Tools & Techniques of Life Insurance Planning, 6th Edition, have delivered a resource that helps you do just that. It delivers: » 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 » Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning » Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities » Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements » Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life Insurance products for charitable gift planning The Tools & Techniques of Life Insurance Planning, 6th Edition, Delivers the Expert Insight and the Tools You Need to Utilize Life Insurance in the Most Effective Ways This latest edition includes new and expanded coverage of: » Strategies for life insurance planning that take into account higher tax rates and the new Net Investment Income Tax » Expert advice on how to modify existing life insurance plans in light of recent changes to portability rules and the increased estate tax exemptions » Updates on DOMA/same-sex marriage issues and their effect on life insurance planning for new and existing clients » Insight in to how state-level changes to dynasty trusts and the Rule against Perpetuities (RAP) affect life insurance planning » Enhanced buy-sell agreement strategies » Information about entity redemption as a technique for providing estate tax liquidity
Financial And Estate Planning With Life Insurance Products
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Author : James C. Munch
language : en
Publisher: Aspen Publishers
Release Date : 1990
Financial And Estate Planning With Life Insurance Products written by James C. Munch and has been published by Aspen Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 1990 with Estate planning categories.