Download or read book The Advisor s Guide to Life Insurance written by Harold D. Skipper 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: 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.
Download or read book The Wealth Advisors Guide to Life Insurance written by Michael Brohawn and published by Outskirts Press. This book was released on 2019-06-05 with total page 81 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book The Advisor s Guide To Life Insurance written by Maurice Foxwell and published by . This book was released on 2021-05-20 with total page 50 pages. Available in PDF, EPUB and Kindle. Book excerpt: The question of why people continually sue property insurance companies is a perplexing one. The simple answer to this question that keeps claims and litigation managers at property insurance companies awake at night staring at the ceiling is that it's usually their fault! This book is the result of the author's many years of experience as an expert witness for both plaintiffs and defendants in litigation involving life insurance and annuities,
Download or read book The Wealth Advisors Guide To Life Insurance written by Darron Fortin and published by . This book was released on 2021-05-20 with total page 50 pages. Available in PDF, EPUB and Kindle. Book excerpt: The question of why people continually sue property insurance companies is a perplexing one. The simple answer to this question that keeps claims and litigation managers at property insurance companies awake at night staring at the ceiling is that it's usually their fault! This book is the result of the author's many years of experience as an expert witness for both plaintiffs and defendants in litigation involving life insurance and annuities,
Download or read book The Life Insurance Investment Advisor written by Ben G. Baldwin and published by Irwin Professional Publishing. This book was released on 1988 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book New Life Insurance Investment Advisor Achieving Financial Security for You and your Family Through Today s Insurance Products written by Ben Baldwin and published by McGraw Hill Professional. This book was released on 2001-08-20 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt: "For anyone who needs to understand different types of life insurance, as well as considerations for purchasing and managing policies, this book should be on your nearby reference shelf. If you’ve frequently found yourself fumbling around with terminology, such as the differences between variable, universal, and variable universal life (VUL) policies, you’ll finally see some light through the haze." - MorningstarAdvisor.com Life insurance doesn't have to be complex or intimidating. Ben Baldwin's completely revised and updated guidebook makes it clear and logical, discussing how to analyze insurance products based on their investment merits and best overall financial returns. This clear, authoritative resource for consumer insurance information covers the pros and cons of Internet purchases, techniques to use capital within a policy, the fixed premium feature, insurance for different stages of life, and the new emergence of "immediate annuities."
Download or read book Using Life Insurance As A Wealth Planning Tool written by Mary F Miller and published by Dynamite Kids LLC & Delta Life Insurance & Financial Services. This book was released on 2023-12-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using Life Insurance as a Wealth Planning Tool: A Comprehensive Guide" unveils the transformative potential of life insurance in building and safeguarding financial prosperity. This comprehensive guide is a roadmap crafted by seasoned financial experts to empower readers in harnessing the full spectrum of benefits that life insurance offers.Within these pages, readers embark on a transformative journey exploring various facets of life insurance as a strategic wealth planning instrument. From the foundational understanding of life insurance types, coverage needs assessment, to the intricacies of tax benefits and retirement planning, this guide presents a holistic approach to leveraging life insurance for long-term financial security. Each chapter is a gateway to a wealth of insights, complemented by real-life examples and case studies illustrating how individuals have successfully used life insurance to navigate diverse financial landscapes. From estate planning, business strategies, to personalized policy selection, this book equips readers with the tools to tailor life insurance to their unique circumstances. Delving deeper, readers encounter a wealth of actionable advice on managing and reviewing life insurance plans, ensuring they remain in sync with evolving financial goals. The book culminates in a thought-provoking exploration of the intersection between life insurance and wealth accumulation, providing readers with an eye-opening perspective on crafting a lasting financial legacy. Crafted with precision and empathy, this guide transcends the complexities of financial jargon, making it accessible to beginners while offering sophisticated strategies for seasoned investors. It stands as a beacon, illuminating the path towards financial empowerment, enabling readers to make informed decisions and seize the potential of life insurance as a cornerstone of their wealth planning portfolio. Using Life Insurance as a Wealth Planning Tool: A Comprehensive Guide" is an indispensable resource, igniting a newfound understanding of life insurance's role in shaping a secure and prosperous future, empowering individuals to navigate the intricacies of wealth planning with confidence and clarity.
Download or read book The Life Insurance Handbook written by Louis S. Shuntich and published by Marketplace Books. This book was released on 2003-07 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book Questions and Answers on Life Insurance written by Tony Steuer and published by Greenleaf Book Group. This book was released on 2022-06-07 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: *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.
Download or read book MINDSET Securing Your Legacy written by Ray Thomas Rose and published by Independently Published. This book was released on 2024-01-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is the financial welfare of your family important to you? Then stop what you are doing and take control by making a life-time financial investment. Life insurance is not just a financial product; it is a powerful weapon for your financial future. Choosing the right life insurance policy will provide peace of mind for you and your loved ones. Don't delay; grab a copy of this invaluable tool today. Learn about the following insurance options: term or whole life insurance, burial insurance, or financial expense insurance or investments. Learn how to assess your needs, consult with a trusted advisor, and make an informed decision that will benefit you and your family for years to come.
Download or read book Life Insurance written by Joseph M. Belth and published by Indiana University Press. This book was released on 1985 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It is almost impossible not to learn from this book.... " --Journal of American Society of CLU "... clear and helpful guide to American law... Dworkin's calm and sensible approach should be heeded gratefully..." --Times Literary Supplement A new and completely updated edition of Joseph Belth's classic work on life insurance. The major message is that the consumer can save thousands of dollars by shopping carefully for life insurance.
Download or read book Tread Lightly Taylor Edition written by Michael Smith and published by . This book was released on 2014-12-01 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: The scary truth is that many permanent life insurance policies will not pay out at the time of an insured's death. Even worse, many failed policies are caused by avoidable oversights. TREAD LIGHTLY strives to protect your interests by providing the guides, checklists and background information that every consumer and client advocate must know to both successfully purchase and maintain a complex life insurance portfolio. TREAD LIGHTLY is both an effective and efficient overview while being respectful of your time. Many will be able to complete TREAD LIGHTLY in less time than the average flight Our message is simple: there is no "one-size-fits-all" approach to life insurance, and the key to success is consumer education. TREAD LIGHTLY is not just a life insurance guide for the affluent client, but also a resource for any buyer or client advocate involved in the purchase or maintenance of large insurance policies. If you are a licensed life insurance advisor, we believe that TREAD LIGHTLY is a unique way to communicate with your clients while showing them that you are committed to providing industry leading service and explanation. Other professionals who will benefit from TREAD LIGHTLY include: estate planning attorneys, business lawyers, CPAs, trust offices, members and employees of family offices, insurance agents and anyone else acting in a fiduciary capacity regarding life insurance. To protect your financial future and achieve our definition of policy success, read TREAD LIGHTLY today.
Download or read book The Life Insurance Policy Crisis written by E. Randolph Whitelaw and published by . This book was released on 2016-09-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Questions and Answers on Life Insurance Workbook A Step By Step Guide to Simple Answers for Your Complex Questions written by Tony Steuer and published by Live Oak Book Company. This book was released on 2011 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: A User-Friendly Workbook to Making Expert Life Insurance Decisions Need help facing the constant barrage of information from competing life insurance companies? With twenty years of experience in the life insurance business, Tony Steuer delivers a practical, one-of-a-kind resource for choosing the best life insurance policy for you or your family, whether you currently have a policy or not. Step-by-step, he leads you through the process of making key life insurance decisions: 1.How much life insurance do I need? 2.What type of life insurance is right for me? 3.How might my medical and financial history affect my rates? 4.Which life insurance company should I work with? 5.How do I choose a trusted agent or advisor? 6.What policy components or riders are important to me? 7.Is my current policy living up to my expectations and needs? 8.Should I replace my current policy or supplement it? 9.What is the best way to terminate a policy? A companion to Tony's award winning book, Questions and Answers on Life Insurance, this workbook will help you avoid unnecessary pitfalls and unpleasant surprises; make informed, confident decisions; and gain the maximum benefit for your life insurance dollar.
Download or read book How to Sell Indexed Universal Life Insurance written by Michael Bonilla and published by . This book was released on 2018-02-19 with total page 36 pages. Available in PDF, EPUB and Kindle. Book excerpt: Indexed Universal Life Insurance (IUL) is one of the fastest growing financial products on the market. There are a lot of ways to sell an IUL. Here is a simple system as an Agent I used to sell Indexed Universal Life.
Download or read book Live Your Life Insurance written by Kim Butler and published by Createspace Independent Publishing Platform. This book was released on 2015-11-11 with total page 54 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Live Your Life Insurance" shows you exactly how you can take advantage of one of the most common, but misunderstood, financial tools. In it, you'll discover exactly how you can use your life insurance to benefit you while you are alive - and help you build financial security. In addition, it will reveal ways to make the best of your policy no matter what age you are. Most people don't realize what a powerful tool they have in their life insurance policies - this book will be your guide.
Download or read book The Hidden Value in Your Life Insurance written by Darwin M. Bayston and published by Abbott Press. This book was released on 2016-06-21 with total page 70 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thirty-three percent of Americans have no retirement savings or pension, according to the Federal Reserve. No wonder so many of us are nervous about our ability to retire. Fortunately, there is an asset that many American seniors have at their fingertips that they can use to fund their retirements. Most of them dont even realize it. Darwin M. Bayston, a chartered financial analyst, and Daryn N. Teague, a public relations consultant who works with providers of legal and financial services, created this simple consumer guide to help people unlock the hidden value in their life insurance policies. Learn how to: find out the things that insurance companies dont want you to know; improve your quality of life in retirement; eliminate what could be an unnecessary expense; and reduce stress by gaining peace of mind about retirement. Some life insurance companies actually prohibit the agent who sold you a policy from telling you about the strategies revealed in this guide. Find out about all of the options at your disposal by learning about The Hidden Value in Your Life Insurance.
