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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.
The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: “To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others.”
With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task—and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner.
This title features:
New in the Ninth Edition:
|Publication Date||February 22, 2023|
|Author||Stephan R. Leimberg, Keith Buck, Paul Wetmore|