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The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

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Quick Overview

When partnered together, The Tools & Techniques of Life Insurance Planning, 5th edition, and Tools & Techniques of Risk Management for Financial Planners, 2nd edition, provide comprehensive coverage of risk management and insurance – from health, disability, and long-term care insurance to property & casualty insurance for individuals and businesses.

The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

Look Inside The Book

The Tools & Techniques of Life Insurance Planning, 5th edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated.

This fully revised edition serves as a foundation for life insurance planning and is the most comprehensive resource discussing life insurance products (the “Tools”), as well as the purposes they serve (the “Techniques”), including:

On the Tools side:
• Insights into Guaranteed No-Lapse Life Insurances
• Indexed Life Insurance
• Broader discussions of new riders, including: 
  • Accelerated benefits riders
  • Catastrophic illness riders
  • Long-term care riders v. long-term care policies
  • Extension of benefits riders

On the Techniques side:
• New chapter on life insurance valuation—for income, gift and estate-tax purposes
• Expanded coverage of Irrevocable Life Insurance Trusts—especially the use of flexible ILITs in an uncertain estate-tax environment
• Substantive updates to the chapter on split-dollar life insurance products
• Significantly revised and expanded chapter on Viatical and Life Settlements

In addition to providing pertinent information on all aspects of life insurance, The Tools & Techniques of Life Insurance Planning, 5th edition, includes these new chapters:
• Disability (Living Death) Insurance
• Indexed Universal Life
• Guaranteed No-lapse Universal Life
• Life Insurance Valuation

Risk Management for Financial Planners is the first book to present the fundamentals of risk management as a means to complement, benefit, and promote all areas of financial planning. With its focus on the basics of risk management, you will learn how the art of financial planning involves more than the core activities of making and growing a client's money, but also involves uncovering the means to protect their wealth, including:
• Insurance company and policy selection
• Overviews of business liability and health-related insurance
• End of Chapter questions to reinforce key concepts
• Appendices that provide an explanation of insurance company ratings and an insurance directory, as well as an extensive glossary of key Risk Management terms

 ISBN
9781938130939
 Page Count
614/272
 Publication Date
Dec 10, 2012
 Author
various