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Financial and Estate Planning with Life Insurance Products

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Author :
Release : 1990
Genre : Business & Economics
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Financial and Estate Planning with Life Insurance Products by : James C. Munch

Download or read book Financial and Estate Planning with Life Insurance Products written by James C. Munch. This book was released on 1990. Available in PDF, EPUB and Kindle. Book excerpt:

Financial and Estate Planning - with Life Insurance Products

Download Financial and Estate Planning - with Life Insurance Products PDF Online Free

Author :
Release : 1992
Genre : Estate planning
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Financial and Estate Planning - with Life Insurance Products by : James C. Munch

Download or read book Financial and Estate Planning - with Life Insurance Products written by James C. Munch. This book was released on 1992. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning with Life Insurance

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Author :
Release : 2008
Genre : Business & Economics
Kind : eBook
Book Rating : 530/5 ( reviews)

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Book Synopsis Estate Planning with Life Insurance by : Glenn R. Stephens

Download or read book Estate Planning with Life Insurance written by Glenn R. Stephens. This book was released on 2008. Available in PDF, EPUB and Kindle. Book excerpt:

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Download Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E PDF Online Free

Author :
Release : 2012-03-30
Genre : Business & Economics
Kind : eBook
Book Rating : 909/5 ( reviews)

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Book Synopsis Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E by : Robert A. Esperti

Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti. This book was released on 2012-03-30. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

2024 Premium Financed Life Insurance

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Author :
Release : 2023-10-05
Genre : Business & Economics
Kind : eBook
Book Rating : 436/5 ( reviews)

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Book Synopsis 2024 Premium Financed Life Insurance by : Darren Sugiyama

Download or read book 2024 Premium Financed Life Insurance written by Darren Sugiyama. This book was released on 2023-10-05. Available in PDF, EPUB and Kindle. Book excerpt: This is the Second Edition of this book - released in the beginning of 2024 - and is the updated version of Darren Sugiyama's original book that was released in 2021. A lot has changed in the world of Premium Financed Life Insurance in the last few years including increased interest rates, a recession, the crash of crypto currency, product changes, and industry regulated restrictions put on life insurance policy illustrations. As the most transparent premium financing intermediary in the life insurance industry, Darren Sugiyama thoroughly explains different methods of premium financing he uses with different types of clients based on their unique circumstances, including several new loan platforms he developed in 2023-2024. Sugiyama also takes a deep dive into discussing how IUL policy charges and credits work, the sustainability of the 0% floor, the difference between Fixed Policy Loans and Participating Policy Loans, and IUL multiplier features. The granular details of premium financing are articulated in a way that is highly detailed, yet succinctly expressed in a way that a life insurance novice can understand. Sugiyama transparently breaks down his methods of mathematically modeling Premium Financed Life Insurance with a spirit of authenticity, consumer protection, and full disclosure. In an industry that often times paints a very opaque picture regarding how financial instruments work, Sugiyama takes a disruptive approach by dispelling the myths and uncovering the truths about how many of these sophisticated estate planning instruments are built. This is an incredibly valuable book for both clients who are considering using Premium Financed Life Insurance as an estate planning tool, as well as financial advisors and life insurance agents who are considering offering these strategies as solutions for their high net worth clients.

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