By Stephan R. Leimberg,Jr. Robert J. Doyle
The coverage has turn into an increasing number of inventive in constructing regulations which are versatile sufficient to satisfy shoppers’ wishes whereas preserving an inexpensive cost.
As a end result, assurance and fiscal advisory pros needs to remain present with the most recent innovations and most up-to-date instruments that experience emerged.
The professional authors of The instruments & recommendations of existence coverage making plans, sixth Edition, have added a source that is helping you just do that. It delivers:
» specific information regarding the whole variety of lifestyles assurance items that may be utilized by property and monetary planners in a wide selection of circumstances
» making plans strategies for retirement source of revenue wishes, property and present tax avoidance, property liquidity wishes, and long term care planning
» Plain-language descriptions of the tax outcomes of assorted existence coverage items and methods that plans can use to reduce tax liabilities
» making plans recommendations for people and companies, together with key team of workers regulations and buy-sell agreements
» assurance of complex themes, akin to 103 exchanges, the transfer-for-value rule, and using life assurance items for charitable present planning
The instruments & thoughts of existence coverage making plans, sixth Edition, provides the professional perception and the instruments you must make the most of lifestyles assurance within the most popular Ways
This most recent variation comprises new and increased assurance of:
» options for all times coverage making plans that consider greater tax premiums and the hot web funding source of revenue Tax
» professional suggestion on tips to regulate current existence insurance policy in gentle of contemporary adjustments to portability ideas and the elevated property tax exemptions
» Updates on DOMA/same-sex marriage concerns and their impression on lifestyles coverage making plans for brand spanking new and current clients
» perception in to how state-level adjustments to dynasty trusts and the rule of thumb opposed to Perpetuities (RAP) have an effect on existence coverage planning
» better buy-sell contract strategies
» information regarding entity redemption as a method for delivering property tax liquidity
Read or Download The Tools & Techniques of Life Insurance Planning PDF
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The Tools & Techniques of Life Insurance Planning by Stephan R. Leimberg,Jr. Robert J. Doyle
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