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In the course of a few years, life insurance planning has been affected by numerous, significant revisions to the law, as well as states taking matters into their own hands to do what the now-defunct DOL fiduciary rule attempted to do last year.
If you provide life insurance planning to clients or are looking to expand your business in this key area, this updated resource is a must-have! See the “Details” section below for more information on the topics covered and what’s new in this 8th edition.
Life insurance remains one of the cornerstones of financial planning. If you provide life insurance to planning to clients, or are looking to expand your business in this key area, this book is a must-have.
Written for a wide range of professional planners, such as insurance producers, financial planners, tax advisors, and estate planners, the expert authors of The Tools & Techniques of Life Insurance Planning apply the trusted Tools & Techniques approach to all aspects of life insurance planning, including:
New in the 8th Edition:
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 the complex course of trust planning and confidently meet their needs.
|Publication Date||June 24, 2019|
|Author||Stephan R. Leimberg and Keith A. Buck|