Author: Charles Alison ScullyPublisher:
ISBN:
Category : Insurance, Life
Languages : en
Pages : 112
Book Description
Insurance Trust, a Manual for Attorneys and Life Underweiters
Author: Charles Alison ScullyPublisher:
ISBN:
Category : Insurance, Life
Languages : en
Pages : 112
Book Description
The Practical Lawyer's Insurance Manual
Author: Due Diligence of Trust-owned Life Insurance
Author: John ResnickPublisher:
ISBN: 9781634259774
Category : Life insurance trusts
Languages : en
Pages :
Book Description
The Wealth Advisors Guide to Life Insurance
Author: Michael BrohawnPublisher: Outskirts Press
ISBN: 1977212417
Category : Business & Economics
Languages : en
Pages : 81
Book Description
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.
Guide for Forming Life Insurance/trust and Estate Planning Councils
Author: American Bankers AssociationPublisher:
ISBN:
Category :
Languages : en
Pages : 20
Book Description
Due Diligence of Trust-Owned Life Insurance
Author: Richard WeberPublisher:
ISBN: 9781634259781
Category :
Languages : en
Pages :
Book Description
Life insurance properly acquired and actively managed is one of the best long-term solutions to assuring financial liquidity at death. Due Diligence of Trust-Owned Life Insurance is an impactful and timely resource for any attorney who wishes to safely guide their clients through what can be a confusing maze of life insurance policies sold in today's market.Why is this book so necessary? Recently, numerous class action lawsuits have been brought against life insurance companies by disgruntled policy owners due to failed policy performances. Many buyers who relied on the projected values contained in sales illustrations at the time of purchase are now experience serious buyer's remorse. Estate planning attorneys are often asked by clients to attend meetings with agents to help guide clients in making the right decisions, making it essential that counsel can decipher, understand, and explain the language in and differences among life insurance policy contracts.Due Diligence of Trust-Owned Life Insurance clearly explains policy provisions and details in an understandable fashion, making important decision-making criteria is finally accessible to the practitioner. At the same time, it also includes a rigorous treatment of key insurance contract provisions to help attorneys understand how different contract details can materially impact their clients. Topics include: The Uniform Prudent Advisor ActPolicy options and ridersInherent risks in life insurance productsHow to choose ideal policy stylesReading a non-guaranteed universal life illustrationPremium financingTrustee involvement and acceptance, and moreTo illustrate this challenging material, the authors include graphs and charts as well as sample forms and schedules. Additional material includes a glossary of terms and the rating systems of the five major rating agencies.Whether you are a newly appointed trustee--or one who has been acting in that role for many years--if any of these statements are true for you, you will find this book a valuable resource. This concise and useful guide has been written in collaboration with insurance agents, actuaries, attorneys, and others with requisite expertise and the focus has the personal trustee in mind.
Life Insurance and Trust Councils
Author: National Association of Life UnderwritersPublisher:
ISBN:
Category : Life insurance
Languages : en
Pages : 24
Book Description
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