num_pages: 574
description: 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 &amp; Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons.4th Edition offers expanded reviews of the Life settlements &amp; insurable interestAssets held by variable life insurance or variable annuitiesIncome &amp; transfer tax consequences of life insuranceVariable annuities versus mutual fundsNew split dollar regulations for old &amp; new arrangementsalways 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 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 &amp; 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 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 CFPÃƒÂ‚Ã‚Â® CE Filed.Chapters to the top 12How to Estimate the Insurance NeedLegal Aspects of Life InsuranceVariable and Variable Universal LifeIrrevocable Life Insurance TrustsKey Employee Life InsuranceAccelerated Death Benefits and Viatical SettlementsSurvivorship LifeBuy-Sell AgreementsLife Insurance in Qualified PlansSection 162 PlansDeath Benefit Only (DBO) PlansSpecial Policy Provisions and RidersDelivers value at any knowledge level introductory, overview &amp; review! Achieve 100% Correlation with CFPÃƒÂ‚Ã‚Â® Certification Examination Topics List when using Tools &amp; Techniques of Life Insurance Planning, 4th Edition in combination with Tools &amp; Techniques of Risk Management for Financial Planners, 2nd Edition. The Bundle of 2 is available for $132.90. Use Product # 8080002.TestimonialsIn each of our books we had one major goal in 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 &amp; Techniques
language: English
title: The Tools & Techniques of Life Insurance Planning
titlecomplete: The Tools & Techniques of Life Insurance Planning
ratings_count: 9
publisher: National Underwriter Company