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Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872189683
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
This is the first objective, authoritative and practical guide covering the entire spectrum of the life settlement business. The book begins by identifying what life settlements are and why they work. It discusses how life settlements work and who the various parties are, including insureds, owners, brokers, providers, advisors, agents, carriers, buyers, and rating agencies. It also covers the benefits and opportunities for individual, trust, business, academic, charitable or other organizational owners. It examines the disadvantages and risks of life settlements, when a life settlement is the best choice, and how to evaluate whether to hold or fold. Finally, the book offers best practices and identifies tax issues for agents and attorneys. Key Selling Points: step-by-step guide to evaluating life settlements and determining when and if a life settlement makes sense; provides tips for making settlements work and several scenarios of how and when life settlements can benefit various entities; case studies illustrate the opportunities and benefits that life settlements can provide to policyholders; offers easy-to-grasp examples, practice pointers, planning pointers and practice management tips that can be put into practice immediately; provides answers and direction on how and when to proceed; Appendix is packed with useful information, including a digest of sample state laws, a life settlement flow chart, a disclosure statement, FINRA Notice, mortality reports, sample documents and sample closing documents, a life settlement application and an A.M. Best Report on Life Settlement Securitization.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872189683
Category : Finance, Personal
Languages : en
Pages : 0
Get Book Here
Book Description
This is the first objective, authoritative and practical guide covering the entire spectrum of the life settlement business. The book begins by identifying what life settlements are and why they work. It discusses how life settlements work and who the various parties are, including insureds, owners, brokers, providers, advisors, agents, carriers, buyers, and rating agencies. It also covers the benefits and opportunities for individual, trust, business, academic, charitable or other organizational owners. It examines the disadvantages and risks of life settlements, when a life settlement is the best choice, and how to evaluate whether to hold or fold. Finally, the book offers best practices and identifies tax issues for agents and attorneys. Key Selling Points: step-by-step guide to evaluating life settlements and determining when and if a life settlement makes sense; provides tips for making settlements work and several scenarios of how and when life settlements can benefit various entities; case studies illustrate the opportunities and benefits that life settlements can provide to policyholders; offers easy-to-grasp examples, practice pointers, planning pointers and practice management tips that can be put into practice immediately; provides answers and direction on how and when to proceed; Appendix is packed with useful information, including a digest of sample state laws, a life settlement flow chart, a disclosure statement, FINRA Notice, mortality reports, sample documents and sample closing documents, a life settlement application and an A.M. Best Report on Life Settlement Securitization.
Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 316
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Book Description
Author: Jason Corburn
Publisher: Island Press
ISBN: 1642831727
Category : Architecture
Languages : en
Pages : 290
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Book Description
In cities around the world, planning and health experts are beginning to understand the role of social and environmental conditions that lead to trauma. By respecting the lived experience of those who were most impacted by harms, some cities have developed innovative solutions for urban trauma. In Cities for Life, public health expert Jason Corburn shares lessons from three of these cities: Richmond, California; Medellín, Colombia; and Nairobi, Kenya. Corburn draws from his work with citizens, activists, and decision-makers in these cities over a ten-year period, as individuals and communities worked to heal from trauma--including from gun violence, housing and food insecurity, poverty, and other harms. Cities for Life is about a new way forward with urban communities that rebuilds our social institutions, practices, and policies to be more focused on healing and health.
Author: Larry E. Swedroe
Publisher: John Wiley & Sons
ISBN: 1576603660
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.
Author: Robert Castiglione
Publisher:
ISBN: 9780977117109
Category : Finance, Personal
Languages : en
Pages : 142
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Book Description
Author: Daniel W. Hindert
Publisher: Law Journal Press
ISBN: 9781588520371
Category : Law
Languages : en
Pages : 1914
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Book Description
Structured Settlements and Periodic Payment Judgments is a complete reference work for attorneys, settlement planners, and insurance and annuity brokers
Author: Marilee Driscoll
Publisher: Penguin
ISBN: 1440650608
Category : Business & Economics
Languages : en
Pages : 475
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Book Description
The basic motivators will drive people to want to learn more about this topic—fear, money, and insecurity. Consumers fear losing their life savings to LTC costs. Yet, they hesitate to buy insurance with an annual premium of $1,800 without knowing what it covers. In October of 2002 (one month after this book's release), the federal government will be rolling out a payroll deduction plan whereby all government employees and retirees (approximately 18 million people) will have the same opportunity to save for their long-term care needs as they currently have for their 401(k).
Author: Fred Scharmen
Publisher:
ISBN: 9781941332498
Category : Space colonies
Languages : en
Pages : 0
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Book Description
In the summer of 1975, NASA brought together a team of physicists, engineers, and space scientists--along with architects, urban planners, and artists--to design large-scale space habitats for millions of people. Space Settlements examines these plans for life in space as serious architectural and spatial proposals.proposals.
Author: Geoffrey Wilson Clark
Publisher: Manchester University Press
ISBN: 9780719056758
Category : Business & Economics
Languages : en
Pages : 266
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Book Description
By examining the rise of life insurance institutions in 18th-century England, this book offers fresh insight into the history of a commercial society learning to apply speculative techniques to the management of risk.
Author: Karen Purze
Publisher:
ISBN: 9780999160404
Category :
Languages : en
Pages : 0
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Book Description
Life in Motion is a guided end-of-life planning workbook to help you organize your personal information. It has all the forms, checklists, and inventory sheets you need to quickly record your most important information. The book walks you through the process of creating a complete picture of your health, household, finances, and final wishes so you and your trusted advisors have ready access in times of transition, emergency, or death. The custom, hardcover binder has eight tab-separated sections to document emergency plans, personal health information, property and financial information, final wishes, estate settlement details, and important document locations.
