Your Shopping cart is empty.

The Tools & Techniques of Life Insurance Planning, 6th edition

SKU: 2700006B

Availability: In stock

Quick Overview

The Tools & Techniques of Life Insurance Planning, 6th 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").

The Tools & Techniques of Life Insurance Planning, 6th edition

Look Inside The Book


READ OUR eBOOKS ON...

• iPad
• Kindle Fire
• Nook Color
• Galaxy Tab
• Xoom
• PC / Mac


List of Supported Devices
eBook Download Instructions

End-User License Agreement

The insurance industry has become more and more creative in developing policies that are flexible enough to meet consumers’ needs while maintaining a reasonable cost.

As a result, insurance and financial advisory professionals must stay current with the newest techniques and latest tools that have emerged.

The expert authors of The Tools & Techniques of Life Insurance Planning, 6th Edition, have delivered a resource that helps you do just that. It delivers:
» 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
» Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life       Insurance products for charitable gift planning

The Tools & Techniques of Life Insurance Planning, 6th Edition, Delivers the Expert Insight and the Tools You Need to Utilize Life Insurance in the Most Effective Ways

This latest edition includes new and expanded coverage of:
» Strategies for life insurance planning that take into account higher tax rates and the new Net Investment Income Tax
» Expert advice on how to modify existing life insurance plans in light of recent changes to portability rules and the increased estate tax exemptions
» Updates on DOMA/same-sex marriage issues and their effect on life insurance planning for new and existing clients
» Insight in to how state-level changes to dynasty trusts and the Rule against Perpetuities (RAP) affect life insurance planning
» Enhanced buy-sell agreement strategies
» Information about entity redemption as a technique for providing estate tax liquidity

 ISBN
9781941627556
 EISBN
9781941627563
 Page Count
688
 Publication Date
Mar 24, 2015
 Author
Stephan R. Leimberg, Robert J. Doyle, Jr., and Keith A. Buck
 Edition
6