Life insurance remains one of the cornerstones of financial planning. If you provide life insurance planning to clients, or are looking to expand your business in this key area, this book is a must-have.
The expert authors, Stephan R. Leimberg and Keith A. Buck, deliver:
» Detailed information about the entire range of life insurance products that can be used by estate and financial
planners in a wide variety of circumstances
» Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and
long-term care planning
» Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans
can use to minimize tax liabilities
» Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements
The 7th Edition includes:
» Completely updated tax and accounting information
» Expanded coverage of 1035 exchange rules, including partially tax-deferred exchanges
» Improved planning techniques for pension maximization and buy-sell agreements
» Detailed discussion of annuity types and tax consequences
» Newly revised comparisons of permanent life insurance features, including joint life, single premium, and limited
» In-depth analysis of life insurance riders
» Planning techniques for using life insurance in qualified and nonqualified plans
And, as with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate complex financial planning issues.
Whether you’re a newcomer to this area or a seasoned planning professional, this is the one resource that leads you quickly to the life insurance planning answers you need.
- Additional Information
Image Gallery N/A ISBN 9781945424489 EISBN 9781945424496 Page Count 650 Publication Date Aug 18, 2017 Author Stephan R. Leimberg and Keith A. Buck Edition 7