Life Insurance Products Illustrations And Due Diligence
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Life Insurance Products Illustrations And Due Diligence
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Author : Richard Allen Schwartz
language : en
Publisher:
Release Date : 1989
Life Insurance Products Illustrations And Due Diligence written by Richard Allen Schwartz and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1989 with Insurance companies categories.
Due Diligence Of Trust Owned Life Insurance
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Author : Richard Weber
language : en
Publisher:
Release Date : 2018
Due Diligence Of Trust Owned Life Insurance written by Richard Weber and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018 with categories.
Life insurance properly acquired and actively managed is one of the best long-term solutions to assuring financial liquidity at death. Due Diligence of Trust-Owned Life Insurance is an impactful and timely resource for any attorney who wishes to safely guide their clients through what can be a confusing maze of life insurance policies sold in today's market.Why is this book so necessary? Recently, numerous class action lawsuits have been brought against life insurance companies by disgruntled policy owners due to failed policy performances. Many buyers who relied on the projected values contained in sales illustrations at the time of purchase are now experience serious buyer's remorse. Estate planning attorneys are often asked by clients to attend meetings with agents to help guide clients in making the right decisions, making it essential that counsel can decipher, understand, and explain the language in and differences among life insurance policy contracts.Due Diligence of Trust-Owned Life Insurance clearly explains policy provisions and details in an understandable fashion, making important decision-making criteria is finally accessible to the practitioner. At the same time, it also includes a rigorous treatment of key insurance contract provisions to help attorneys understand how different contract details can materially impact their clients. Topics include: The Uniform Prudent Advisor ActPolicy options and ridersInherent risks in life insurance productsHow to choose ideal policy stylesReading a non-guaranteed universal life illustrationPremium financingTrustee involvement and acceptance, and moreTo illustrate this challenging material, the authors include graphs and charts as well as sample forms and schedules. Additional material includes a glossary of terms and the rating systems of the five major rating agencies.Whether you are a newly appointed trustee--or one who has been acting in that role for many years--if any of these statements are true for you, you will find this book a valuable resource. This concise and useful guide has been written in collaboration with insurance agents, actuaries, attorneys, and others with requisite expertise and the focus has the personal trustee in mind.
Insurance Activities Of Banks
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Author : Karol K. Sparks
language : en
Publisher: Wolters Kluwer
Release Date : 2011-12-19
Insurance Activities Of Banks written by Karol K. Sparks and has been published by Wolters Kluwer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-12-19 with Business & Economics categories.
As more and more banking organizations enter the insurance business, the line between banks and insurance agencies has virtually disappeared - in practice and in the eyes of federal and state legislators. The need has never been greater for a clear guide that explains the legal and regulatory limits placed on banks involved in insurance sales activities. Insurance Activites of Banks, Second Edition provides authoritative coverage of insurance products now offered by banks plus the latest judicial and legislative developments, including the landmark Gramm-Leech-Bliley Act, that affect their activities. It presents in clear detail on such vital topics as: The many types of insurance activities now being handled by banks, including retail sales of insurance and underwriting risk Major state insurance regulatory issues and how banks are affected State banks, national banks, and thrifts, and the insurance activities permissible for each type of institution The various organization structures, such as bank holding companies, financial holding companies, financial subsidiaries, and how to choose the right entity for conducting insurance activities. Offshore insurance activities.
Life Insurance Due Care
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Author : Richard Allen Schwartz
language : en
Publisher: Section of Real Property Probate & Trust Law
Release Date : 1994
Life Insurance Due Care written by Richard Allen Schwartz and has been published by Section of Real Property Probate & Trust Law this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with Business & Economics categories.
Tax And Financial Planning For The Closely Held Family Business
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Author : Gary A. Zwick
language : en
Publisher: Edward Elgar Publishing
Release Date : 2019
Tax And Financial Planning For The Closely Held Family Business written by Gary A. Zwick and has been published by Edward Elgar Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019 with Law categories.
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
The Wealth Advisors Guide To Life Insurance
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Author : Michael Brohawn
language : en
Publisher: Outskirts Press
Release Date : 2019-06-05
The Wealth Advisors Guide To Life Insurance written by Michael Brohawn and has been published by Outskirts Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-06-05 with Business & Economics categories.
Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.
Insure Your Life First
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Author : Jagendra Rana
language : en
Publisher: Blue Rose Publishers
Release Date : 2019-07-25
Insure Your Life First written by Jagendra Rana and has been published by Blue Rose Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-25 with Business & Economics categories.
"It is paramount for every individual to first adequately insure his life for the financial security of his/her dependents and then proceed to address other aspects of financial planning. Life Insurance is a financial cover for a contingency linked with human life, like death, disability, accident, retirement etc. Human life is subject to risks of death and disability due to natural and accidental causes. When human life is lost or a person is disabled permanently or temporarily, there is loss of income to the household. Though human life cannot be valued, a monetary sum could be determined based on the loss of income in future years. This book provides an exhaustive view of the prime need of protection of life. It religiously weighs the HOW, WHEN, WHAT and WHYs of Life Insurance. This ultimate collection will spur you go for financial safety of you and your family."
Federal Gift Estate And Generation Skipping Transfer Taxation Of Life Insurance
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Author : Kevin D. Millard
language : en
Publisher: Section of Real Property Probate & Trust Law
Release Date : 1991
Federal Gift Estate And Generation Skipping Transfer Taxation Of Life Insurance written by Kevin D. Millard and has been published by Section of Real Property Probate & Trust Law this book supported file pdf, txt, epub, kindle and other format this book has been release on 1991 with Gifts categories.
Best S Illustrations Of Net Costs Cash Values Premium Rates Policy Conditions Of Most Legal Reserve Life Insurance Companies Operating In The United States Together With Other Miscellaneous Information Useful To The Life Insurance Salesman
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Author :
language : en
Publisher:
Release Date : 1926
Best S Illustrations Of Net Costs Cash Values Premium Rates Policy Conditions Of Most Legal Reserve Life Insurance Companies Operating In The United States Together With Other Miscellaneous Information Useful To The Life Insurance Salesman written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1926 with Life insurance categories.
The Art And Science Of Life Insurance Distribution
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Author : Douglas Bennett, FSA
language : en
Publisher: ACTEX Publications
Release Date : 2014-06-01
The Art And Science Of Life Insurance Distribution written by Douglas Bennett, FSA and has been published by ACTEX Publications this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-06-01 with Business & Economics categories.
This book presents a complete discussion of life insurance distribution. It begins by putting life insurance distribution within the broader context of distribution and marketing in general, thus demonstrating why life insurance distribution is different. It then goes on to discuss the history of how distribution, as we know it today, developed, and the ten primary distribution channels that exist in the business. With all of this as background, the book continues with more detail and discusses the various functions performed by distribution, and how distribution systems are managed today. It also goes into more specifics regarding the compensation and the economics of distribution. The text concludes with a discussion of managing distribution channel conflict, and how distribution of life insurance is expected to evolve in the near future. Spreadsheet models are available on the ACTEX website to assist readers in understanding the economics of distribution.