Sophisticated Uses of Life Insurance in Estate Planning
Author : Lawrence Brody
Publisher :
Page : 40 pages
File Size : 10,98 MB
Release : 1998
Category : Estate planning
ISBN :
Author : Lawrence Brody
Publisher :
Page : 40 pages
File Size : 10,98 MB
Release : 1998
Category : Estate planning
ISBN :
Author : Glenn R. Stephens
Publisher : CCH Canadian Limited
Page : 290 pages
File Size : 15,37 MB
Release : 2008
Category : Business & Economics
ISBN : 9781553679530
Author :
Publisher :
Page : 580 pages
File Size : 48,98 MB
Release : 2007
Category : Estate planning
ISBN :
Author : John J. Creedon
Publisher :
Page : 124 pages
File Size : 13,66 MB
Release : 1974
Category : Estate planning
ISBN :
Author : Louis A. Mezzullo
Publisher : American Bar Association
Page : 126 pages
File Size : 35,90 MB
Release : 2009
Category : Law
ISBN : 9781604425024
Author : Darren Sugiyama
Publisher :
Page : 0 pages
File Size : 26,17 MB
Release : 2021-11
Category :
ISBN : 9780989261968
This book takes a deep dive into the mechanics of Premium Financed Life Insurance, discussing this Estate Planning tool at both the conceptual and the granular level. Darren Sugiyama transparently discusses the most important issues that most advisors and clients are not completely aware of including how IUL floors and caps are determined, how multiplier asset-based charges and bonuses can affect long-term outcomes, how participating loans actually work, and how different premium financing methods are more appropriate for some clients than others. Known as "the most mathematically sound premium financing intermediary in the life insurance industry," Sugiyama shares his proprietary backtesting and stress-testing software capabilities, as well as his risk-mitigation strategies in a way that is not currently being done in the financial services arena.
Author : Archie J. Bakay
Publisher :
Page : 68 pages
File Size : 29,11 MB
Release : 1968
Category : Estate planning
ISBN :
Author : Gary S. Lesser
Publisher :
Page : 980 pages
File Size : 41,52 MB
Release : 2002
Category : Business & Economics
ISBN :
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!
Author : Stephan Leimberg
Publisher :
Page : 0 pages
File Size : 50,50 MB
Release : 2023-02-22
Category :
ISBN : 9781954096943
The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: "To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others." With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task--and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner. This title features: Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning New in the Ninth Edition: Chapters have been reordered to provide an easier to comprehend progression of product design and complexity. Text has been updated to reflect recent changes to the regulatory environment. Product descriptions, illustrations and tables have been revised to include newer product designs. Discussions of Income and Estate Taxation of life insurance products have been consolidated in chapters devoted to taxes. Added new Techniques chapter 20 which highlights all the different advanced life insurance planning opportunities and serves as an introduction to the remaining Techniques chapters. Added new and enhanced discussion of planning techniques such as: Split premium bonus arrangements Life expectancy loan regime split dollar Generational split dollar Spousal lifetime access trusts (SLATs) Life insurance retirement plan (LIRP) Insured controlled cross-purchase buy-sell arrangement Enhanced discussion of what constitutes a "top hat" plan for non-qualified deferred compensation plan purposes Topics Covered: Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities And More! See the "Table of Contents" section for a full list of topics
Author : Robert R. Berntson
Publisher :
Page : 260 pages
File Size : 10,99 MB
Release : 1992
Category : Estate planning
ISBN :