Term life insurance. Whole life. Variable and Universal life
insurance. The list of choices for insurance products continues to
grow - along with the different uses and tax implications
associated with each. Despite the dizzying pace of change in the
industry, every financial professional must understand the
different types of insurance available - and the considerations for
purchasing
them.-------------------------------------------------------------------------------Now
- the Society of Financial Professionals teams up with tax and
estate planning expert Lou Shuntich to bring you a practical new
reference guide that is both compact and comprehensive. Concise and
to-the-point, this handbook provides the latest industry
information on: . The legal aspects of acquiring and owning a
policy. The types of products and contracts available. Simple
criteria for evaluating and comparing policies and insurance
companies. The tax implications of each product type. Structuring
policies, ownership arrangements and beneficiaries for maximum tax
and legal benefits - and tips for avoiding traps and pitfalls in
the processWhile not an exhaustive account of the industry - it's
an excellent primer that covers the key concepts necessary when
advising clients or analyzing portfolios and estates. And in
keeping with the Society of Financial Professionals' steadfast
commitment to providing continuing education to the industry, The
Life Insurance Handbook is the perfect learning tool for keeping
busy financial professionals and their clients up-to-date
General
Is the information for this product incomplete, wrong or inappropriate?
Let us know about it.
Does this product have an incorrect or missing image?
Send us a new image.
Is this product missing categories?
Add more categories.
Review This Product
No reviews yet - be the first to create one!