Tools and Techniques of Life Insurance Planning
by Stephan R. Leimberg, Jr. Doyle, Robert J.
(Click here)
Book Summary Information
Author: Jr. Doyle, Robert J., Stephan R. LeimbergEdition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2007-11-16
ISBN: 0872189333
Number of pages: 576
Publisher: National Underwriter Company
Book Reviews of Tools and Techniques of Life Insurance Planning
Book Review: The best guide.
Summary: 5 Stars
Life insurance planning is a very complicated issue. Must people think that is just a matter of buying an insurance from an agent, but there are many other considerations like: survivors needs, estate tax issues, compensation and benefits, business succession and wealth transfer.
The Tools & Techniques of Life Insurance Planning is the best guide for any insurance or financial planning professional. Also is very easy to understand for today consumers.
Summary of Tools and Techniques of Life Insurance Planning
Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons.4th Edition offers expanded reviews of the latest:
Life settlements & insurable interest
Assets held by variable life insurance or variable annuities
Income & transfer tax consequences of life insurance
Variable annuities versus mutual funds
New split dollar regulations for old & new arrangements
always matching product to problem with revised formulas, worksheets and rules of thumb!
Guides through the process of evaluating existing life insurance plans and formulating new strategies. Provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. Some techniques examined: buy-sell agreements; charitable planning; death benefit only plans; qualified/nonqualified plans; IRC Section 162 plans; key employee life insurance; roles of revocable and irrevocable trusts.
Authors simplify by defining Tools & Techniques; indicating when to use; analyzing advantages/disadvantages; identifying tax implications; addressing alternatives; calculating fees or other acquisition costs involved; selecting best client-based plans. The appendices consist of technical explanations of: generation skipping transfer taxation; treatment of modified endowment contracts and IRC Section 1035 exchanges; benefits income taxation; transfer for value rule.
Newly Revised delivering sweeping changes from COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. Life Insurance, PACE, and CFP?? CE Filed.
Chapters to feature: the top 12
How to Estimate the Insurance Need
Legal Aspects of Life Insurance
Variable and Variable Universal Life
Irrevocable Life Insurance Trusts
Key Employee Life Insurance
Accelerated Death Benefits and Viatical Settlements
Survivorship Life
Buy-Sell Agreements
Life Insurance in Qualified Plans
Section 162 Plans
Death Benefit Only (DBO) Plans
Special Policy Provisions and Riders
Delivers value at any knowledge level introductory, overview & review!
NOTE: Achieve 100% Correlation with CFP?? Certification Examination Topics List when using Tools & Techniques of Life Insurance Planning, 4th Edition in combination with Tools & Techniques of Risk Management for Financial Planners, 2nd Edition. The Bundle of 2 is available for $132.90. Use Product # 8080002.
Testimonials
In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.
Stephan R. Leimberg, Lead Author of Tools & Techniques
Personal Taxes Books
Book Subjects
- Arts & Photography
- Audiobooks on Cassette
- Audiobooks on CD
- Biographies & Memoirs
- Business & Investing
- Children's Books
- Comics & Graphic Novels
- Computers & Internet
- Cooking, Food & Wine
- e-Books
- Engineering
- Entertainment
- Gay & Lesbian
- Health, Mind & Body
- History
- Home & Garden
- Horror
- Law
- Literature & Fiction
- Medicine
- Mystery & Thrillers
- Nonfiction
- Outdoors & Nature
- Parenting & Families
- Professional & Technical
- Reference
- Religion & Spirituality
- Romance
- Science
- Science Fiction & Fantasy
- Sports
- Teens
- Travel
Most talked about in Personal Taxes Books
J.K. Lasser's New Tax Law Simplified 2010: Tax Relief from the American Recovery and Reinvestment Act, and Moreby Barbara Weltman
Wiley; Published: 2009-12-02; Paperback; Book
Best price: $9.20
Price in other shops:
Lower Your Taxes - Big Time! 2009-2010 Edition (Lower Your Taxes Big Time)by Sandy Botkin
McGraw-Hill; Published: 2008-12-17; Paperback; Book
Best price: $12.05
Price in other shops:
Unconventional Success: A Fundamental Approach to Personal Investmentby David F. Swensen
Free Press; Published: 2005-08-02; Hardcover; Book
Best price: $10.96
Price in other shops:
J.K. Lasser's 1001 Deductions and Tax Breaks 2010: Your Complete Guide to Everything Deductibleby Barbara Weltman
Wiley; Published: 2009-11-09; Paperback; Book
Best price: $10.25
Price in other shops:
The Only Investment Guide You'll Ever Needby Andrew Tobias
Harvest Books; Published: 2005-01-03; Paperback; Book
Best price: $0.14
Price in other shops:
Make Your Own Living Trustby Denis Clifford Attorney
NOLO; Published: 2009-03-06; Paperback; Book
Best price: $25.07
Price in other shops:
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)by Editors of Nolo
NOLO; Published: 2008-10-29; Paperback; Book
Best price: $37.66
Price in other shops:
JK Lasser's Small Business Taxes 2010: Your Complete Guide to a Better Bottom Line (J K Lasser's New Rules for Small Business Taxes)by Barbara Weltman
Wiley; Published: 2009-11-09; Paperback; Book
Best price: $10.50
Price in other shops:
Effective Phrases for Performance Appraisals: A Guide to Successful Evaluationsby James E., Jr. Neal
Neal Publications; Published: 2009-10-07; Paperback; Book
Best price: $11.65
Price in other shops:
J.K. Lasser's Your Income Tax 2010: For Preparing Your 2009 Tax Returnby J. K. Lasser
Wiley; Published: 2009-11-09; Paperback; Book
Best price: $11.82
Price in other shops:
Similar Books and other products
Intermediate Financial Management (with Thomson ONE - Business School Edition 6-Month Printed Access Card)by Eugene F. Brigham, Phillip R. Daves
South-Western College Pub; Published: 2009-02-10; Hardcover; Book
Best price: $165.40
Price in other shops:
Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)by Stephan R. Leimberg, Michael S. Jackson, Robert J., Jr. Doyle, Martin J. Satinsky
National Underwriter Company; Published: 2009-09-30; Paperback; Book
Best price: $62.36
Price in other shops:
Investments: An Introduction (with Thomson ONE - Business School Edition and Stock-Trak Coupon)by Herbert B. Mayo
South-Western College Pub; Published: 2007-10-16; Hardcover; Book
Best price: $109.00
Price in other shops:
Tools & Techniques of Employee Benefit and Retirement Planning, 11th ed. (Tools and Techniques of Employee Benefit and Retirement Planning)by Stephan R. Leimberg, J.D., CLU, John J. McFadden
National Underwriter Company; Published: 2009-06-19; Paperback; Book
Best price: $62.36
Price in other shops:
Employee Benefit and Retirement Planning (Tools and Techniques)by John J. McFadden, Stephan R. Leimberg
National Underwriter Company; Published: 2007-06-29; Paperback; Book
Best price: $49.99
Price in other shops:
Tools & Techniques Estate Planning (Tools & Techniques)by Leimberg, Polacek, Rosenbloom, Miller, Kandell
National Underwriter Company; Published: 2006-07-30; Paperback; Book
Best price: $79.10
Price in other shops:
Investment Planningby Geoffrey Hirt, Stanley Block, Somnath Basu
McGraw-Hill; Published: 2006-05-22; Hardcover; Book
Best price: $15.00
Price in other shops:
Principles of Risk Management and Insurance (10th Edition)by George E. Rejda
Addison Wesley; Published: 2007-01-20; Hardcover; Book
Best price: $159.22
Price in other shops:
HP 10bII Financial CalculatorHewlett Packard; CE
Best price: $28.56
Price in other shops:
Risk Management for Financial Plannersby Christine Barlow, Darlene K. Chandler, Kelly Maheu, Susan Maloney, Susan Massmann
National Underwriter Company; Published: 2007-09-01; Paperback; Book
Best price: $13.00
Price in other shops: