Estate Planning with Life Insurance PDF Download

Author: Glenn R. Stephens
Publisher: CCH Canadian Limited
ISBN: 9781553679530
Category : Business & Economics
Languages : en
Pages : 290

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Author: Darren Sugiyama
Publisher:
ISBN: 9781312062436
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
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:
ISBN:
Category : Life insurance
Languages : en
Pages : 364

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Book Description

Author: Joseph L. Pfeister
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 328

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Book Description

Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166

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Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN: 9780791313114
Category : Inheritance and transfer tax
Languages : en
Pages : 832

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Book Description

Author: Donald O. Jansen
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 124

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Book Description
This work offers an analysis of the federal income tax issues involved in the use of life insurance in estate planning, ranging from the I.R.C. definition of life insurance contracts to those issues relating to insurance provided by the isured's employer.

Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN: 9780791332429
Category : Inheritance and transfer tax
Languages : en
Pages :

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Book Description

Author: John B. Reid (C.P.A.)
Publisher:
ISBN:
Category : Insurance
Languages : en
Pages : 112

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Book Description

Author: State Farm Life Insurance Company
Publisher:
ISBN:
Category : Business life insurance
Languages : en
Pages : 364

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Book Description