Uses of Insurance in Estate and Tax Planning
Author :
Publisher :
Page : 590 pages
File Size : 14,40 MB
Release : 1996
Category : Estate planning
ISBN :
Author :
Publisher :
Page : 590 pages
File Size : 14,40 MB
Release : 1996
Category : Estate planning
ISBN :
Author :
Publisher :
Page : 580 pages
File Size : 32,43 MB
Release : 2007
Category : Estate planning
ISBN :
Author : John J. Creedon
Publisher :
Page : 124 pages
File Size : 15,39 MB
Release : 1974
Category : Estate planning
ISBN :
Author : Darren Sugiyama
Publisher :
Page : 0 pages
File Size : 31,51 MB
Release : 2023-10-05
Category : Business & Economics
ISBN : 9781312062436
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.
Author :
Publisher :
Page : 298 pages
File Size : 48,95 MB
Release : 1989
Category : Estate planning
ISBN :
Author : American Law Institute
Publisher :
Page : 548 pages
File Size : 15,5 MB
Release : 2007
Category : Estate planning
ISBN :
Author :
Publisher :
Page : 364 pages
File Size : 40,71 MB
Release : 1982
Category : Life insurance
ISBN :
Author : Archie J. Bakay
Publisher :
Page : 68 pages
File Size : 33,54 MB
Release : 1968
Category : Estate planning
ISBN :
Author : Harold I. Apolinsky
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 41,58 MB
Release : 2002-03-12
Category : Business & Economics
ISBN : 0471233455
Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com
Author : American Law Institute-American Bar Association Committee on Continuing Professional Education
Publisher :
Page : 619 pages
File Size : 33,60 MB
Release : 1995
Category : Estate planning
ISBN :