Download The Tools & Techniques of Life Insurance Planning by Stephan R. Leimberg,Robert J. Doyle PDF

By Stephan R. Leimberg,Robert J. Doyle

The instruments & ideas of existence assurance making plans, fifth edition, is a part of the preferred Leimberg Library sequence and supplies specialist perception and the instruments had to make the most of existence coverage within the top-rated ways.

This totally revised variation serves as a beginning for all times coverage making plans and is the main finished source discussing existence coverage items (the “Tools”)-as good because the reasons they serve (the “Techniques”), including:

On the instruments aspect:
• Insights into assured No-Lapse lifestyles Insurances
• Indexed existence assurance
• Broader discussions of latest riders, together with:
o Accelerated advantages riders
o Catastrophic disorder riders
o Long-term care riders v. long term care rules
o Extension of advantages riders

On the concepts aspect:
• New bankruptcy on lifestyles coverage valuation—for source of revenue, present and estate-tax reasons
• Expanded insurance of Irrevocable existence coverage Trusts—especially using versatile ILITs in an doubtful estate-tax setting
• Substantive updates to the bankruptcy on split-dollar existence assurance items
• Significantly revised and extended bankruptcy on Viatical and existence Settlements

In addition to offering illustrations of key innovations with charts and pictures, The instruments & options of lifestyles assurance making plans, fifth version, contains those new chapters:
• Disability (Living loss of life) Insurance
• Indexed common Life
• Guaranteed No-lapse common Life
• Life coverage Valuation

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The Tools & Techniques of Life Insurance Planning

The instruments & innovations of existence coverage making plans, fifth version, is a part of the preferred Leimberg Library sequence and grants professional perception and the instruments had to make the most of lifestyles assurance within the ideal methods. This totally revised version serves as a starting place for all times assurance making plans and is the main entire source discussing existence assurance items (the “Tools”)-as good because the reasons they serve (the “Techniques”), including:On the instruments part: • Insights into assured No-Lapse existence Insurances • Indexed lifestyles assurance • Broader discussions of recent riders, together with: o Accelerated advantages riders o Catastrophic affliction riders o Long-term care riders v.

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