Download or read book Estate Planning with Life Insurance written by Glenn R. Stephens and published by CCH Canadian Limited. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book An Estate Planner s Guide to Life Insurance written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2009 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial and Estate Planning with Life Insurance Products written by James C. Munch and published by Aspen Publishers. This book was released on 1990 with total page 968 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Life Insurance Answer Book written by Gary S. Lesser and published by . This book was released on 2002 with total page 980 pages. Available in PDF, EPUB and Kindle. Book excerpt: You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book . This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements. More than 1000 questions are thoroughly explained, covering such topics as: Legal requirements of insurance Life insurance as it relates to qualified plans Fiduciary responsibilities of employers, trustees, and administrators Regulations governing insurance contracts Department of Labor and IRS disclosure and reporting guidelines Records retention Life insurance as it relates to estate planning and other benefits and more!

Download or read book Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Download or read book The Objective Guide to Estate Planning and Life Insurance written by Robert A. Esperti and published by . This book was released on 2014-09-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Life Insurance in Estate Planning written by James C. Munch and published by . This book was released on 1981 with total page 708 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Objective Guide to Estate Planning and Life Insurance written by Robert A. Esperti and published by . This book was released on 2014-03-04 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Quickly and objectively determine if you need life insurance to meet specific estate planning needs. Address the growing issue of unfunded or underfunded estate plans."--Preface.

Download or read book Use of Life Insurance in Estate Planning written by Archie J. Bakay and published by . This book was released on 1968 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book 2024 Premium Financed Life Insurance written by Darren Sugiyama and published by . This book was released on 2023-10-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the Second Edition of this book - released in the beginning of 2024 - and is the updated version of Darren Sugiyama's original book that was released in 2021. A lot has changed in the world of Premium Financed Life Insurance in the last few years including increased interest rates, a recession, the crash of crypto currency, product changes, and industry regulated restrictions put on life insurance policy illustrations. As the most transparent premium financing intermediary in the life insurance industry, Darren Sugiyama thoroughly explains different methods of premium financing he uses with different types of clients based on their unique circumstances, including several new loan platforms he developed in 2023-2024. Sugiyama also takes a deep dive into discussing how IUL policy charges and credits work, the sustainability of the 0% floor, the difference between Fixed Policy Loans and Participating Policy Loans, and IUL multiplier features. The granular details of premium financing are articulated in a way that is highly detailed, yet succinctly expressed in a way that a life insurance novice can understand. Sugiyama transparently breaks down his methods of mathematically modeling Premium Financed Life Insurance with a spirit of authenticity, consumer protection, and full disclosure. In an industry that often times paints a very opaque picture regarding how financial instruments work, Sugiyama takes a disruptive approach by dispelling the myths and uncovering the truths about how many of these sophisticated estate planning instruments are built. This is an incredibly valuable book for both clients who are considering using Premium Financed Life Insurance as an estate planning tool, as well as financial advisors and life insurance agents who are considering offering these strategies as solutions for their high net worth clients.

Download or read book Uses of Insurance in Estate and Tax Planning written by and published by . This book was released on 2001 with total page 808 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.

Download or read book Financial and Estate Planning with Life Insurance Products written by James C. Munch and published by . This book was released on 1992 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Plan Your Estate written by Denis Clifford and published by NOLO. This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Download or read book Life Insurance in Estate Planning written by James C. Munch and published by Little Brown. This book was released on 1983-12-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Family Money written by Silver Lake Editors and published by Silver Lake Publishing. This book was released on 2002 with total page 315 pages. Available in PDF, EPUB and Kindle. Book excerpt: The demographics of the first decades of the Twenty-first Century will assure that record amounts of family money will move between generations. This book is for people who will be part of that ransfer...or want to be.

Download or read book Take It to the Next Level written by Timothy E. Radden and published by . This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: