Your Shopping cart is empty.

The Tools & Techniques of Life Insurance Planning, 7th Edition

SKU: 2700007B

Availability: In stock

Quick Overview

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 Tools & Techniques of Life Insurance Planning, 7th 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

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
    pay options
 » 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.

 ISBN
9781945424489
 EISBN
9781945424496
 Page Count
650
 Publication Date
Aug 18, 2017
 Author
Stephan R. Leimberg and Kevin A. Buck
 Edition
7