Download Full eBooks in PDF
Life Insurance Products Illustrations And Due Diligence Book in PDF, ePub and Kindle version is available to download in english. Read online anytime anywhere directly from your device. Click on the download button below to get a free pdf file of Life Insurance Products Illustrations And Due Diligence book. This book definitely worth reading, it is an incredibly well-written.
Author : Richard Allen Schwartz
Publisher : Unknown
Page : 116 pages
File Size : 45,9 Mb
Release : 1989
Category : Insurance companies
ISBN : STANFORD:36105044169931
Author : Richard Weber
Publisher : Unknown
Page : 128 pages
File Size : 54,7 Mb
Release : 2018
Category : Electronic
ISBN : 1634259785
Life insurance properly acquired and actively managed is one of the best long-term solutions to assuring financial liquidity at death. Due Diligence of Trust-Owned Life Insurance is an impactful and timely resource for any attorney who wishes to safely guide their clients through what can be a confusing maze of life insurance policies sold in today's market.Why is this book so necessary? Recently, numerous class action lawsuits have been brought against life insurance companies by disgruntled policy owners due to failed policy performances. Many buyers who relied on the projected values contained in sales illustrations at the time of purchase are now experience serious buyer's remorse. Estate planning attorneys are often asked by clients to attend meetings with agents to help guide clients in making the right decisions, making it essential that counsel can decipher, understand, and explain the language in and differences among life insurance policy contracts.Due Diligence of Trust-Owned Life Insurance clearly explains policy provisions and details in an understandable fashion, making important decision-making criteria is finally accessible to the practitioner. At the same time, it also includes a rigorous treatment of key insurance contract provisions to help attorneys understand how different contract details can materially impact their clients. Topics include: The Uniform Prudent Advisor ActPolicy options and ridersInherent risks in life insurance productsHow to choose ideal policy stylesReading a non-guaranteed universal life illustrationPremium financingTrustee involvement and acceptance, and moreTo illustrate this challenging material, the authors include graphs and charts as well as sample forms and schedules. Additional material includes a glossary of terms and the rating systems of the five major rating agencies.Whether you are a newly appointed trustee--or one who has been acting in that role for many years--if any of these statements are true for you, you will find this book a valuable resource. This concise and useful guide has been written in collaboration with insurance agents, actuaries, attorneys, and others with requisite expertise and the focus has the personal trustee in mind.
Author : Karol K. Sparks
Publisher : Wolters Kluwer
Page : 1480 pages
File Size : 44,8 Mb
Release : 2011-12-19
Category : Business & Economics
ISBN : 9781454801160
As more and more banking organizations enter the insurance business, the line between banks and insurance agencies has virtually disappeared - in practice and in the eyes of federal and state legislators. The need has never been greater for a clear guide that explains the legal and regulatory limits placed on banks involved in insurance sales activities. Insurance Activites of Banks, Second Edition provides authoritative coverage of insurance products now offered by banks plus the latest judicial and legislative developments, including the landmark Gramm-Leech-Bliley Act, that affect their activities. It presents in clear detail on such vital topics as: The many types of insurance activities now being handled by banks, including retail sales of insurance and underwriting risk Major state insurance regulatory issues and how banks are affected State banks, national banks, and thrifts, and the insurance activities permissible for each type of institution The various organization structures, such as bank holding companies, financial holding companies, financial subsidiaries, and how to choose the right entity for conducting insurance activities. Offshore insurance activities.
Author : Richard Allen Schwartz,Catherine R. Turner
Publisher : Section of Real Property Probate & Trust Law
Page : 386 pages
File Size : 45,9 Mb
Release : 1994
Category : Business & Economics
ISBN : STANFORD:36105061188053
Author : Gary A. Zwick,James John Jurinski
Publisher : Edward Elgar Publishing
Page : 566 pages
File Size : 40,7 Mb
Release : 2019
Category : Law
ISBN : 9781785367762
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
Author : Michael Brohawn
Publisher : Outskirts Press
Page : 81 pages
File Size : 49,5 Mb
Release : 2019-06-05
Category : Business & Economics
ISBN : 9781977212412
Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.
Author : John Resnick,Richard M. Weber,Lawrence Brody
Publisher : Unknown
Page : 128 pages
File Size : 43,6 Mb
Release : 2018-02
Category : Life insurance trusts
ISBN : 1634259777
Author : Jagendra Rana
Publisher : Blue Rose Publishers
Page : 258 pages
File Size : 41,5 Mb
Release : 2019-07-25
Category : Business & Economics
ISBN : 8210379456XXX
"It is paramount for every individual to first adequately insure his life for the financial security of his/her dependents and then proceed to address other aspects of financial planning. Life Insurance is a financial cover for a contingency linked with human life, like death, disability, accident, retirement etc. Human life is subject to risks of death and disability due to natural and accidental causes. When human life is lost or a person is disabled permanently or temporarily, there is loss of income to the household. Though human life cannot be valued, a monetary sum could be determined based on the loss of income in future years. This book provides an exhaustive view of the prime need of protection of life. It religiously weighs the HOW, WHEN, WHAT and WHYs of Life Insurance. This ultimate collection will spur you go for financial safety of you and your family."
Author : Kevin D. Millard
Publisher : Section of Real Property Probate & Trust Law
Page : 158 pages
File Size : 46,7 Mb
Release : 1991
Category : Gifts
ISBN : STANFORD:36105043542286
Author : United States. Congress. Senate. Committee on the Judiciary. Subcommittee on Antitrust, Monopolies, and Business Rights
Publisher : Unknown
Page : 324 pages
File Size : 40,9 Mb
Release : 1992
Category : Business & Economics
ISBN : PSU:000020339210
Author : William D. Klein
Publisher : Section of Real Property Probate & Trust Law
Page : 204 pages
File Size : 42,8 Mb
Release : 1992
Category : Business insurance
ISBN : STANFORD:36105044585391
Author : Anonim
Publisher : Unknown
Page : 822 pages
File Size : 46,9 Mb
Release : 1995
Category : Probate law and practice
ISBN : STANFORD:36105061878372
Author : Douglas Bennett, FSA,Walter Zultowski, Ph.D.
Publisher : ACTEX Publications
Page : 113 pages
File Size : 47,5 Mb
Release : 2014-06-01
Category : Business & Economics
ISBN : 9781625422118
This book presents a complete discussion of life insurance distribution. It begins by putting life insurance distribution within the broader context of distribution and marketing in general, thus demonstrating why life insurance distribution is different. It then goes on to discuss the history of how distribution, as we know it today, developed, and the ten primary distribution channels that exist in the business. With all of this as background, the book continues with more detail and discusses the various functions performed by distribution, and how distribution systems are managed today. It also goes into more specifics regarding the compensation and the economics of distribution. The text concludes with a discussion of managing distribution channel conflict, and how distribution of life insurance is expected to evolve in the near future. Spreadsheet models are available on the ACTEX website to assist readers in understanding the economics of distribution.
Author : Stanford A. Wynn
Publisher : Section of Real Property Probate & Trust Law
Page : 242 pages
File Size : 49,8 Mb
Release : 1991
Category : Insurance, Life
ISBN : STANFORD:36105043590251
Author : Stephan R. Leimberg,Robert J. Doyle
Publisher : Unknown
Page : 578 pages
File Size : 47,5 Mb
Release : 1999
Category : Business & Economics
ISBN : PSU:000050238125
