Executive Guide to Federal Income Tax Planning for Life Insurance Companies PDF Download

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

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

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Book Description

Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 578

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Book Description

Author: United States. Congress. Senate. Committee on Finance
Publisher:
ISBN:
Category : Insurance, Life
Languages : en
Pages : 150

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Book Description

Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600

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Book Description

Author: Edward L. Robbins
Publisher: ACTEX Publications
ISBN: 1625423837
Category : Business & Economics
Languages : en
Pages : 545

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Book Description
This new, innovative textbook, a sequel to US Tax Reserves for Life Insurers published in 2005, provides authoritative guidance and mathematical approaches to calculating both actuarial tax basis liabilities (reserves and related items) and assets (primarily invested assets and deferred taxes). The text provides an introduction to statutory and tax reserve planning and includes a detailed discussion of the pertinent parts of the authoritative guidance, including extensive references to specific cases and rulings. This sequel provides significant detail on investment tax accounting and offers an introduction to tax aspects of business combinations.

Author: United States. Congress. House. Ways and Means
Publisher:
ISBN:
Category :
Languages : en
Pages : 502

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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: United States. Congress. Senate. Committee on Finance
Publisher:
ISBN:
Category : Life insurance
Languages : en
Pages : 16

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Book Description