Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools &amp; Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. 4th Edition offers expanded reviews of the latest: Life settlements &amp; insurable interest Assets held by variable life insurance or variable annuities Income &amp; transfer tax consequences of life insurance Variable annuities versus mutual funds New split dollar regulations for old &amp; new arrangements always matching product to problem with revised formulas, worksheets and rules of thumb! Guides through the process of evaluating existing life insurance plans and formulating new strategies. Provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. Some techniques examined: buy-sell agreements; charitable planning; death benefit only plans; qualified/nonqualified plans; IRC Section 162 plans; key employee life insurance; roles of revocable and irrevocable trusts. Authors simplify by defining Tools &amp; Techniques; indicating when to use; analyzing advantages/disadvantages; identifying tax implications; addressing alternatives; calculating fees or other acquisition costs involved; selecting best client-based plans. The appendices consist of technical explanations of: generation skipping transfer taxation; treatment of modified endowment contracts and IRC Section 1035 exchanges; benefits income taxation; transfer for value rule. Newly Revised delivering sweeping changes from COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. Life Insurance, PACE, and CFPÃƒÂ‚Ã‚Â® CE Filed. Chapters to feature: the top 12 How to Estimate the Insurance Need Legal Aspects of Life Insurance Variable and Variable Universal Life Irrevocable Life Insurance Trusts Key Employee Life Insurance Accelerated Death Benefits and Viatical Settlements Survivorship Life Buy-Sell Agreements Life Insurance in Qualified Plans Section 162 Plans Death Benefit Only (DBO) Plans Special Policy Provisions and Riders Delivers value at any knowledge level introductory, overview &amp; review! NOTE: Achieve 100% Correlation with CFPÃƒÂ‚Ã‚Â® Certification Examination Topics List when using Tools &amp; Techniques of Life Insurance Planning, 4th Edition in combination with Tools &amp; Techniques of Risk Management for Financial Planners, 2nd Edition. The Bundle of 2 is available for $132.90. Use Product # 8080002. Testimonials In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others. Stephan R. Leimberg, Lead Author of Tools &amp; Techniques

The Tools & Techniques of Life Insurance Planning (Tools and Techniques of Life Insurance Planning) (Tools and Techniques of Life Insurance Planning) (Tools and Techniques of Life Insurance Planning)

Business & Money

Stephan R. Leimberg

Jr. Doyle

Robert, J.

Insurance

National Underwriter Company

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools &amp; Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes. Ideal for: Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and Students, Law Offices, CPA firms, Insurance Agents, Para-professionals

Tools & Techniques of Financial Planning 7th edition

Michael S. Jackson

Martin. J. Satinsky

Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools &amp; Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives. Draws together the important topical concepts and investment instruments of: Fundamental &amp; technical analysis Commodity &amp; single-stock futures Corporate &amp; municipal bonds Government &amp; asset-based securities Exchange-traded &amp; mutual funds Direct &amp; indirect real estate holdings Hedging &amp; option strategies Investment risk Modern portfolio theory Performance measurement Asset pricing models Portfolio construction Formula Investing Equity holdings in stocks Newly Revised 2nd Edition of Tools &amp; Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools &amp; Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations. Chapters to feature: the top 12 Portfolio Management and Measurement Asset Allocation and Portfolio Construction Hedging and Option Strategies Exchange-Traded Funds (ETFs) REITs (Real Estate Investment Trusts) Financial Futures Mutual Funds Measuring Yield Convertible Securities Asset Pricing Models Asset-Backed Securities Common Stocks Delivers value at any knowledge level introductory, overview &amp; review! Testimonials In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others. Stephan R. Leimberg, Lead Author of Tools &amp; Techniques

Tools & Techniques of Investment Planning (Tools & Techniques)

Thomas R. Robinson

Robert T. LeClair

Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)

Investing

Personal Finance

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