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Author: Gary L. Flotron
Publisher:
ISBN: 9781641056151
Category :
Languages : en
Pages :
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Book Description
Are you intimidated by life insurance? From questions about the amount and type of insurance coverage needed and the credit and investment risks involved to choosing a type of policy and carrier, the topic involves a multitude of issues and choices that can overwhelm the advisor. Yet it is an important planning vehicle: Life insurance is a form of intangible personal property that can solve both personal and business needs and problems. In many cases, life insurance is the most effective and efficient option.The many questions and issues involved with choosing life insurance are answered in plain and understandable language in Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable. Written by one of the leading authorities in the field, this accessible guide examines the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, focusing in large part on flexible premium (universal life) products. Among the topics covered include:The building blocks of life insurance, including mortality charges, life expectancy, and the mathematics of term and permanent insuranceRisks, advantages, and disadvantages of the various life insurance policies, including term, whole, universal, and variable life policiesHow to manage a policy after it is purchasedMonitoring and evaluating policies--an essential but often overlooked aspectPractice-based guidelines and answers many questions about acquiring and managing life insurance to avoid a client crisisAdding valuable insights on these life insurance topics, this volume also includes a selection of relevant articles by some of the most distinguished attorneys and financial authorities in the area, along with Gary Flotron's introduction for each: Guy E. Baker, MBA, MSFS, Ph.D., CLU, ChFC, CFP, AEP (Distinguished)Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP (Distinguished)Jonathan G. Blattmachr, JD, AEP (Distinguished) and Marc A. Pasquale, CPAChristopher H. Hause, FSA, MAAA, CLUDonald O. Jansen, JD, LLM, AEP (Distinguished)Michael E. Kitces, MSFS, M.TAX, CFP, CLU, ChFC, RHU, REBC, CASLMartin M. Shenkman, CPA, MBA, PFS, JD, AEP (Distinguished)Charles M. "Mark" Whitelaw and E. Randolph Whitelaw, AEP (Distinguished)E. Randolph Whitelaw, AEP (Distinguished) and George P. Whitelaw
Author: Gary L. Flotron
Publisher:
ISBN: 9781641056151
Category :
Languages : en
Pages :
Get Book
Book Description
Are you intimidated by life insurance? From questions about the amount and type of insurance coverage needed and the credit and investment risks involved to choosing a type of policy and carrier, the topic involves a multitude of issues and choices that can overwhelm the advisor. Yet it is an important planning vehicle: Life insurance is a form of intangible personal property that can solve both personal and business needs and problems. In many cases, life insurance is the most effective and efficient option.The many questions and issues involved with choosing life insurance are answered in plain and understandable language in Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable. Written by one of the leading authorities in the field, this accessible guide examines the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, focusing in large part on flexible premium (universal life) products. Among the topics covered include:The building blocks of life insurance, including mortality charges, life expectancy, and the mathematics of term and permanent insuranceRisks, advantages, and disadvantages of the various life insurance policies, including term, whole, universal, and variable life policiesHow to manage a policy after it is purchasedMonitoring and evaluating policies--an essential but often overlooked aspectPractice-based guidelines and answers many questions about acquiring and managing life insurance to avoid a client crisisAdding valuable insights on these life insurance topics, this volume also includes a selection of relevant articles by some of the most distinguished attorneys and financial authorities in the area, along with Gary Flotron's introduction for each: Guy E. Baker, MBA, MSFS, Ph.D., CLU, ChFC, CFP, AEP (Distinguished)Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP (Distinguished)Jonathan G. Blattmachr, JD, AEP (Distinguished) and Marc A. Pasquale, CPAChristopher H. Hause, FSA, MAAA, CLUDonald O. Jansen, JD, LLM, AEP (Distinguished)Michael E. Kitces, MSFS, M.TAX, CFP, CLU, ChFC, RHU, REBC, CASLMartin M. Shenkman, CPA, MBA, PFS, JD, AEP (Distinguished)Charles M. "Mark" Whitelaw and E. Randolph Whitelaw, AEP (Distinguished)E. Randolph Whitelaw, AEP (Distinguished) and George P. Whitelaw
Author: Gary R. Lee (J.D.)
Publisher:
ISBN: 9781558718104
Category : Life insurance
Languages : en
Pages :
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Book Description
"... is a guide to the evaluation, selection, and purchase of life insurance. The portfolio provides a brief section on life insurance basics and a description of the tax preferences life insurance enjoys. The portfolio then provides a detailed analysis of the six basic questions that an insured and his or her advisor should ask when purchasing life insurance"--Portfolio description sheet (p. iii).
Author: Tony Steuer
Publisher: Greenleaf Book Group
ISBN: 1734210044
Category : Business & Economics
Languages : en
Pages : 338
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Book Description
*Amazon Bestseller in Life Insurance* A user-friendly guide to making expert decisions on life insurance policies Need help facing the constant barrage of information from competing life insurance companies? With thirty-five years of experience in the life insurance business, Tony Steuer delivers a practical, one-of-a-kind resource for anyone involved in choosing or monitoring a life insurance policy. This guide helps make a complex financial product understandable for consumers and is an essential reference, textbook, and training manual for financial advisors. Using a simple question-and-answer format, Steuer covers the essential basics and the finer points of life insurance, including how to: Differentiate between types of policies Find and evaluate a policy and company Hire a trusted agent Understand the practice of underwriting Monitor a policy’s performance With all the advice to help you avoid unnecessary pitfalls and unpleasant surprises, Steuer’s guide will help you make informed, confident decisions and gain the maximum benefit from your life insurance policy.
Author: Virginia B. Morris
Publisher: Lightbulb Press, Inc.
ISBN: 1933569085
Category : Business & Economics
Languages : en
Pages : 45
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Book Description
Index Investing is a 24 page booklet that explains what indexes are, the information they provde, and how they serve as the basis for several investment products.
Author: Kenneth Black
Publisher: Pearson
ISBN:
Category : Health insurance
Languages : en
Pages : 1080
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Book Description
This current, accurate and detailed industry guide for financial service professionals examines life and health insurance simultaneously from the viewpoints of the buyer, the advisor, and the insurer--providing a comprehensive and unbiased treatise on individual and group life; a forthright appraisal of life and health insurance industry products with careful consideration of the environment; and a complete examination of life insurance company operations and regulation. Bases financial treatment of life insured operations on modern financial theory, and devotes entire chapters to the economics of life and health insurance; individual life and health insurance policies; life and health insurance evaluation; the uses of life and health insurance in personal and business planning; government and employee benefit plans; and the management, operation, and regulation of life insurance companies. Offers a strong global orientation, supporting fundamental concepts with an extensive integration of economic and financial theory and international comparisons, and examines how today's health insurance products fit into a broad framework from a contractual, cost, and performance viewpoints. New chapters on the tax treatment of life and health insurance address such areas as estate planning, retirement planning, and the business uses of life and health insurance. For financial planners, salesmen, actuaries, investment managers, attorneys, CPAs, and other financial service professionals.
Author: Michael Brohawn
Publisher: Outskirts Press
ISBN: 1977212417
Category : Business & Economics
Languages : en
Pages : 81
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Book Description
Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.
Author: Anthony Steuer
Publisher: Greenleaf Book Group
ISBN: 0984508104
Category : Business & Economics
Languages : en
Pages : 401
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Book Description
A user-friendly guide to making expert decisions on life insurance policies.
Author: Harold D. Skipper
Publisher: American Bar Association
ISBN: 9781616321079
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Have you ever felt overwhelmed by the complexities of life insurance or when advising a client about a purchase? This clearly written guide provides information essential to the exercise of due care for the purchase and retention of life insurance policies. Major life insurance terms are clearly explained, and information is organized starting with the insurance purchase and assessing a company's financial strength. It also features a common-sense explanation of fundamentals and how to determine the appropriate policy.
Author: Louis S. Shuntich
Publisher: Marketplace Books
ISBN: 9781592800575
Category : Business & Economics
Languages : en
Pages : 100
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Book Description
Term life insurance. Whole life. Variable and Universal life insurance. The list of choices for insurance products continues to grow - along with the different uses and tax implications associated with each. Despite the dizzying pace of change in the industry, every financial professional must understand the different types of insurance available - and the considerations for purchasing them.-------------------------------------------------------------------------------Now - the Society of Financial Professionals teams up with tax and estate planning expert Lou Shuntich to bring you a practical new reference guide that is both compact and comprehensive. Concise and to-the-point, this handbook provides the latest industry information on: . The legal aspects of acquiring and owning a policy. The types of products and contracts available. Simple criteria for evaluating and comparing policies and insurance companies. The tax implications of each product type. Structuring policies, ownership arrangements and beneficiaries for maximum tax and legal benefits - and tips for avoiding traps and pitfalls in the processWhile not an exhaustive account of the industry - it's an excellent primer that covers the key concepts necessary when advising clients or analyzing portfolios and estates. And in keeping with the Society of Financial Professionals' steadfast commitment to providing continuing education to the industry, The Life Insurance Handbook is the perfect learning tool for keeping busy financial professionals and their clients up-to-date
Author: Kaninika Mishra
Publisher: PHI Learning Pvt. Ltd.
ISBN: 8120339258
Category : Insurance
Languages : en
Pages : 208
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Book Description
