Tools & Techniques of Life Insurance Planning PDF Download
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Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600
Get Book Here
Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781945424496
Category :
Languages : en
Pages : 1022
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 578
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872189225
Category : Business & Economics
Languages : en
Pages : 273
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Book Description
Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients perceived and actual securitybased on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872189331
Category : Business & Economics
Languages : en
Pages : 602
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Book Description
This book covers all aspects of life insurance planning. Specifically, it covers how to estimate the need and choose the right policy and right company for a client, and it describes the different types of life insurance available and the different ways life insurance can be used to meet a clients planning goals. This book is designed to be highly useful to students, CPAs, attorneys, trust officers, and others whose professional task is to advise others. Because it carefully defines each new term, it will also be of immense use to the layperson searching for a reliable objective source of information and to the professional searching for perspective. Key Selling Points: describes the particular tool or technique, its advantages and disadvantages, alternatives, and frequently asked questions and answers, allowing quick comprehension and comparison of the tools and techniques; explains the income and transfer tax consequences of life insurance, ensuring that the solution chosen will accomplish the clients goals and objectives; discusses many different ways to use life insurance, from life insurance trusts to life insurance in qualified plans; and covers over 10 different types of policies, from term to variable universal life insurance. Discover proven methods for determining needs and close more sales than ever before with helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms.
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: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421209
Category : Business & Economics
Languages : en
Pages : 515
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Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Category : Business & Economics
Languages : en
Pages : 544
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Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author: Stephen Diacon
Publisher: Springer
ISBN: 1349074950
Category : Business & Economics
Languages : en
Pages : 355
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Book Description
This book makes a substantial contribution to the general level of management education in insurance by providing a comprehensive review of the main issues facing the management of insurance enterprises. Nineteen authors with considerable practical as well as academic experience have collaborated to give an international perspective in areas such as strategy, corporate planning, organisation and staffing, costing, underwriting and premium rating, marketing, reserving and investment, profit analysis, and regulation.
