By Stephan R. Leimberg,Jr. Robert J. Doyle
The coverage has turn into a growing number of artistic in constructing rules which are versatile sufficient to fulfill shoppers’ wishes whereas conserving a cheap cost.
As a consequence, coverage and monetary advisory execs needs to remain present with the latest recommendations and most recent instruments that experience emerged.
The specialist authors of The instruments & thoughts of lifestyles coverage making plans, sixth Edition, have introduced a source that is helping you do exactly that. It delivers:
» specified information regarding the whole diversity of existence assurance items that may be utilized by property and fiscal planners in a large choice of circumstances
» making plans recommendations 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 results of varied existence assurance items and techniques that plans can use to reduce tax liabilities
» making plans options for people and companies, together with key body of workers regulations and buy-sell agreements
» assurance of complicated subject matters, similar to 103 exchanges, the transfer-for-value rule, and using life coverage items for charitable present planning
The instruments & concepts of existence assurance making plans, sixth Edition, supplies the specialist perception and the instruments you want to make the most of lifestyles assurance within the optimum Ways
This most up-to-date version contains new and accelerated insurance of:
» thoughts for all times assurance making plans that take note of larger tax charges and the hot web funding source of revenue Tax
» specialist recommendation on the best way to alter current existence insurance policy in gentle of contemporary adjustments to portability principles and the elevated property tax exemptions
» Updates on DOMA/same-sex marriage concerns and their impact on lifestyles assurance making plans for brand new and current clients
» perception in to how state-level alterations to dynasty trusts and the rule of thumb opposed to Perpetuities (RAP) impact lifestyles assurance planning
» stronger buy-sell contract strategies
» information regarding entity redemption as a method for supplying property tax liquidity
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The Tools & Techniques of Life Insurance Planning by Stephan R. Leimberg,Jr. Robert J. Doyle