The Tools & Techniques of Life Insurance Planning, 9th Edition
Stephan Leimberg, Keith A. Buck, Paul C Wetmore
- 626 Seiten
- English
- ePUB (handyfreundlich)
- Über iOS und Android verfügbar
The Tools & Techniques of Life Insurance Planning, 9th Edition
Stephan Leimberg, Keith A. Buck, Paul C Wetmore
Über dieses Buch
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
Häufig gestellte Fragen
Information
Inhaltsverzeichnis
- Title
- Copyright
- About ThinkAdvisor
- PREFACE TO THE NINTH EDITION
- ABOUT THE AUTHORS
- ABOUT THE EDITOR
- GUIDELINES FOR THE PROFESSIONAL
- CHAPTER 1: INTRODUCTION TO LIFE INSURANCE
- CHAPTER 2: HOW TO ESTIMATE THE life INSURANCE NEED
- CHAPTER 3: TERM INSURANCE
- CHAPTER 4: LEVEL PREMIUM WHOLE LIFE INSURANCE
- CHAPTER 5: LIMITED PAY WHOLE LIFE INSURANCE
- CHAPTER 6: SINGLE PREMIUM LIFE INSURANCE
- CHAPTER 7: ADJUSTABLE LIFE insurance
- CHAPTER 8: CURRENT ASSUMPTION WHOLE LIFE insuranceIFE
- CHAPTER 9: UNIVERSAL LIFE INSURANCE AND GUARANTEED NO-LAPSE UNIVERSAL LIFE INSURANCE
- CHAPTER 10: INDEXED UNIVERSAL LIFE insurance
- CHAPTER 11: VARIABLE Life insurance AND VARIABLE UNIVERSAL LIFE insurance
- CHAPTER 12: JOINT LIFE (FIRST-TO-DIE) INSURANCE
- CHAPTER 13: SURVIVORSHIP LIFE INSURANCE
- CHAPTER 14: GROUP LIFE INSURANCE
- CHAPTER 15: ANNUITIES
- CHAPTER 16: LEGAL ASPECTS OF LIFE INSURANCE
- CHAPTER 17: SPECIAL POLICY PROVISIONS AND RIDERS
- CHAPTER 18: HOW TO DETERMINE THE RIGHT POLICY
- CHAPTER 19: HOW TO DETERMINE THE RIGHT COMpanyPANY
- CHAPTER 20: OVERVIEW OF “ADVANCED” LIFE INSURANCE PLANNING OPPORTUNITIES
- CHAPTER 21: LIFE INSURANCE INCOME TAXATION AND PLANNING OPPORTUNITIES
- CHAPTER 22: MODIFIED ENDOWMENT CONTRACTS
- CHAPTER 23: THE TRANSFER FOR VALUE RULE
- CHAPTER 24: SECTION 1035 EXCHANGES
- CHAPTER 25: VIATICAL AND LIFE SETTLEMENTS
- CHAPTER 26: ESTATE TAXATION OF LIFE INSURANCE
- CHAPTER 27: IRREVOCABLE LIFE INSURANCE TRUSTS
- CHAPTER 28: REVOCABLE LIFE INSURANCE TRUSTS
- CHAPTER 29: CHARITABLE USES OF LIFE INSURANCE
- CHAPTER 30: GIFT TAXATION OF LIFE INSURANCE
- CHAPTER 31: LIFE INSURANCE VALUATION
- CHAPTER 32: LIFE INSURANCE AND THE GENERATION-SKIPPING TRANSFER
- CHAPTER 33: BUY-SELL AGREEMENTS
- CHAPTER 34: KEY EMPLOYEE LIFE INSURANCE
- CHAPTER 35: SECTION 162 PLANS
- CHAPTER 36: SPLIT-DOLLAR LIFE INSURANCE
- CHAPTER 37: NONQUALIFIED DEFERRED COMPENSATION
- CHAPTER 38: DEATH BENEFIT ONLY (DBO) PLAN
- CHAPTER 39: LIFE INSURANCE IN QUALIFIED PLANS
- CHAPTER 40: PENSION MAXIMIZATION
- GLOSSARY
- INDEX
- Back Page