Tools & Techniques of Life Insurance Planning
Author: Stephan R. Leimberg
Publisher:
Published: 2004
Total Pages: 600
ISBN-13:
DOWNLOAD EBOOKRead and Download eBook Full
Author: Stephan R. Leimberg
Publisher:
Published: 2004
Total Pages: 600
ISBN-13:
DOWNLOAD EBOOKAuthor: Stephan R. Leimberg
Publisher:
Published: 1999
Total Pages: 578
ISBN-13:
DOWNLOAD EBOOKAuthor: Stephan R. Leimberg
Publisher:
Published: 2017
Total Pages: 1022
ISBN-13: 9781945424496
DOWNLOAD EBOOKAuthor: Stephan Leimberg
Publisher:
Published: 2023-02-22
Total Pages: 0
ISBN-13: 9781954096943
DOWNLOAD EBOOKThe ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: "To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others." With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task--and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner. This title features: Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning New in the Ninth Edition: Chapters have been reordered to provide an easier to comprehend progression of product design and complexity. Text has been updated to reflect recent changes to the regulatory environment. Product descriptions, illustrations and tables have been revised to include newer product designs. Discussions of Income and Estate Taxation of life insurance products have been consolidated in chapters devoted to taxes. Added new Techniques chapter 20 which highlights all the different advanced life insurance planning opportunities and serves as an introduction to the remaining Techniques chapters. Added new and enhanced discussion of planning techniques such as: Split premium bonus arrangements Life expectancy loan regime split dollar Generational split dollar Spousal lifetime access trusts (SLATs) Life insurance retirement plan (LIRP) Insured controlled cross-purchase buy-sell arrangement Enhanced discussion of what constitutes a "top hat" plan for non-qualified deferred compensation plan purposes Topics Covered: Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities And More! See the "Table of Contents" section for a full list of topics
Author: Stephan R. Leimberg
Publisher:
Published: 2007
Total Pages: 602
ISBN-13: 9780872189331
DOWNLOAD EBOOKThis book covers all aspects of life insurance planning. Specifically, it covers how to estimate the need and choose the right policy and right company for a client, and it describes the different types of life insurance available and the different ways life insurance can be used to meet a clients planning goals. This book is designed to be highly useful to students, CPAs, attorneys, trust officers, and others whose professional task is to advise others. Because it carefully defines each new term, it will also be of immense use to the layperson searching for a reliable objective source of information and to the professional searching for perspective. Key Selling Points: describes the particular tool or technique, its advantages and disadvantages, alternatives, and frequently asked questions and answers, allowing quick comprehension and comparison of the tools and techniques; explains the income and transfer tax consequences of life insurance, ensuring that the solution chosen will accomplish the clients goals and objectives; discusses many different ways to use life insurance, from life insurance trusts to life insurance in qualified plans; and covers over 10 different types of policies, from term to variable universal life insurance. Discover proven methods for determining needs and close more sales than ever before with helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms.
Author: David McKnight
Publisher: Crown Currency
Published: 2018-09-04
Total Pages: 162
ISBN-13: 1984823078
DOWNLOAD EBOOKOVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Author: Jeffrey H. Rattiner
Publisher: CCH
Published: 2008-11
Total Pages: 544
ISBN-13: 9780808092179
DOWNLOAD EBOOKCovering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author: Michael A. Bonilla
Publisher: Createspace Independent Publishing Platform
Published: 2017-04-15
Total Pages: 136
ISBN-13: 9781545411506
DOWNLOAD EBOOKGeneral and Specific Tips to help improve your life insurance sales knowledge. Ever wonder how some Agents are able to sell life insurance at seemingly astronomical rate? Every great Life Agent has a system and some of the techniques in this book might help you build one that works for you.
Author: Pamela Yellen
Publisher: Vanguard
Published: 2010-03-23
Total Pages: 258
ISBN-13: 0786745347
DOWNLOAD EBOOKThe Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.
Author: James M. Dahle
Publisher: White Coat Investor LLC the
Published: 2014-01
Total Pages: 160
ISBN-13: 9780991433100
DOWNLOAD EBOOKWritten by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!