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Author: Kirk Loury
Publisher: John Wiley & Sons
ISBN: 9780470884973
Category : Business & Economics
Languages : en
Pages : 368
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Book Description
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.
Author: Kirk Loury
Publisher: John Wiley & Sons
ISBN: 9780470884973
Category : Business & Economics
Languages : en
Pages : 368
Get Book Here
Book Description
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.
Author: Ross Levin
Publisher: John Wiley & Sons
ISBN: 1118027647
Category : Business & Economics
Languages : en
Pages : 294
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Book Description
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
Author: Harold Evensky
Publisher: John Wiley & Sons
ISBN: 047088505X
Category : Business & Economics
Languages : en
Pages : 500
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Book Description
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlements Strategies for increasing retirement cash flow In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.
Author: Marco Gantenbein
Publisher: John Wiley & Sons
ISBN: 0470282185
Category : Business & Economics
Languages : en
Pages : 354
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Book Description
Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.
Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 0470884827
Category : Business & Economics
Languages : en
Pages : 226
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Book Description
Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.
Author: Timothy A. Brown
Publisher: Guilford Publications
ISBN: 146251779X
Category : Science
Languages : en
Pages : 482
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Book Description
This accessible book has established itself as the go-to resource on confirmatory factor analysis (CFA) for its emphasis on practical and conceptual aspects rather than mathematics or formulas. Detailed, worked-through examples drawn from psychology, management, and sociology studies illustrate the procedures, pitfalls, and extensions of CFA methodology. The text shows how to formulate, program, and interpret CFA models using popular latent variable software packages (LISREL, Mplus, EQS, SAS/CALIS); understand the similarities ...
Author: George B. Rybicki
Publisher: John Wiley & Sons
ISBN: 352761818X
Category : Science
Languages : en
Pages : 402
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Book Description
Radiative Processes in Astrophysics: This clear, straightforward, and fundamental introduction is designed to present-from a physicist's point of view-radiation processes and their applications to astrophysical phenomena and space science. It covers such topics as radiative transfer theory, relativistic covariance and kinematics, bremsstrahlung radiation, synchrotron radiation, Compton scattering, some plasma effects, and radiative transitions in atoms. Discussion begins with first principles, physically motivating and deriving all results rather than merely presenting finished formulae. However, a reasonably good physics background (introductory quantum mechanics, intermediate electromagnetic theory, special relativity, and some statistical mechanics) is required. Much of this prerequisite material is provided by brief reviews, making the book a self-contained reference for workers in the field as well as the ideal text for senior or first-year graduate students of astronomy, astrophysics, and related physics courses. Radiative Processes in Astrophysics also contains about 75 problems, with solutions, illustrating applications of the material and methods for calculating results. This important and integral section emphasizes physical intuition by presenting important results that are used throughout the main text; it is here that most of the practical astrophysical applications become apparent.
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Category : Public health
Languages : en
Pages : 752
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Category : Audio-visual materials
Languages : en
Pages : 864
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Category : Public health
Languages : en
Pages : 124
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