Sophisticated Uses of Life Insurance in Estate Planning PDF Download
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Author: Lawrence Brody
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 40
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Book Description
Author: Lawrence Brody
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 40
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Book Description
Author: Darren Sugiyama
Publisher:
ISBN: 9781312062436
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
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.
Author: Glenn R. Stephens
Publisher: CCH Canadian Limited
ISBN: 9781553679530
Category : Business & Economics
Languages : en
Pages : 290
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Book Description
Author: William R. Culp, Jr.
Publisher: Capital Press
ISBN: 9780895261168
Category :
Languages : en
Pages : 0
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Book Description
Culp and Blattmachr have created the ultimate guide to estate planning through life insurance. In it, consumers and their financial planners can learn concepts and strategies used by top planners to create, protect, and transfer tax-exempt wealth by using various forms of life insurance. Broken down into three sections, How to Create Tax-Exempt Wealth guides consumers and planners through the entire process, from all major insurance concepts, to key planning strategies, to the most important estate tax rules.
Author: John J. Creedon
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 124
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Book Description
Author: Stephan Leimberg
Publisher:
ISBN: 9781954096943
Category :
Languages : en
Pages : 0
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Book Description
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 Edition: Chapters have been reordered to provide an easier to comprehend progression of product design and complexity. Text has been updated to reflect recent changes to the regulatory environment. Product descriptions, illustrations and tables have been revised to include newer product designs. Discussions of Income and Estate Taxation of life insurance products have been consolidated in chapters devoted to taxes. Added new Techniques chapter 20 which highlights all the different advanced life insurance planning opportunities and serves as an introduction to the remaining Techniques chapters. Added new and enhanced discussion of planning techniques such as: Split premium bonus arrangements Life expectancy loan regime split dollar Generational split dollar Spousal lifetime access trusts (SLATs) Life insurance retirement plan (LIRP) Insured controlled cross-purchase buy-sell arrangement Enhanced discussion of what constitutes a "top hat" plan for non-qualified deferred compensation plan purposes Topics Covered: 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 And More! See the "Table of Contents" section for a full list of topics
Author: Kaplan Financial
Publisher: Kaplan Publishing
ISBN: 9780793160051
Category : Business & Economics
Languages : en
Pages : 312
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Book Description
Advanced Applications of Life Insurance highlights technical aspects of 16 advanced application concepts divided into four categories: use of life insurance to supplement retirement benefits, business succession planning, advanced estate planning, and management of variable accounts in variable life insurance.
Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781604425024
Category : Law
Languages : en
Pages : 126
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Book Description
Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 808
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Book Description
Author: Gary S. Lesser
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 1650
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Book Description
You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book . This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements. More than 1000 questions are thoroughly explained, covering such topics as: Legal requirements of insurance Life insurance as it relates to qualified plans Fiduciary responsibilities of employers, trustees, and administrators Regulations governing insurance contracts Department of Labor and IRS disclosure and reporting guidelines Records retention Life insurance as it relates to estate planning and other benefits and more!
