Author: John J. CreedonPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 124
Book Description
Some Uses of Life Insurance in Estate Planning
Author: John J. CreedonPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 124
Book Description
Estate Planning with Life Insurance
Author: Glenn R. StephensPublisher: CCH Canadian Limited
ISBN: 9781553679530
Category : Business & Economics
Languages : en
Pages : 290
Book Description
An Estate Planner's Guide to Life Insurance
Author: Louis A. MezzulloPublisher: American Bar Association
ISBN: 9781604425024
Category : Law
Languages : en
Pages : 126
Book Description
Uses of Insurance in Estate and Tax Planning
Author: Sophisticated Uses of Life Insurance in Estate Planning
Author: Lawrence BrodyPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 40
Book Description
Life Insurance Answer Book
Author: Gary S. LesserPublisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 1650
Book Description
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!
Use of Life Insurance in Estate Planning
Author: Archie J. BakayPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 68
Book Description
Creative Uses of Life Insurance in Estate Planning
Author: Stephan R. LeimbergPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 122
Book Description
Financial and Estate Planning with Life Insurance Products
Author: James C. MunchPublisher: Aspen Publishers
ISBN:
Category : Business & Economics
Languages : en
Pages : 308
Book Description
2024 Premium Financed Life Insurance
Author: Darren SugiyamaPublisher:
ISBN: 9781312062436
Category : Business & Economics
Languages : en
Pages : 0
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.