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.
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5.0 out of 5 stars
Helpful Intro,
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This review is from: The Life Insurance Handbook (Paperback)
I am in the market for life insurance and wanted to learn more about the dizzying array of products available - this book was exactly what I was looking for. Concise, clear, thorough, and frank about the pros and cons of each type of policy or option - I highly recommend this book.
1 of 2 people found the following review helpful:
1.0 out of 5 stars
RIP OFF,
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This review is from: The Life Insurance Handbook (Paperback)
Half of the book is worthless (and its less than 100 pages). Don't waste your money on this poor excuse of a book.
1 of 2 people found the following review helpful:
3.0 out of 5 stars
Leaves me wanting more...,
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This review is from: The Life Insurance Handbook (Paperback)
Covers the basic terms - but of the 96 pages, the content starts on page 15 and ends on page 61. Maybe calling this a "handbook" implies this?
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The process of acquiring a life insurance policy requires meeting certain conditions imposed by the law and the issuing insurance company. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
transfer for value rule, cash value increases, death proceeds, annual gift tax exclusion, policy owner, cash value insurance, insurable interest, income tax treatment, cash value policy, insured dies, cash value life insurance New!
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Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
The process of acquiring a life insurance policy requires meeting certain conditions imposed by the law and the issuing insurance company. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
transfer for value rule, cash value increases, death proceeds, annual gift tax exclusion, policy owner, cash value insurance, insurable interest, income tax treatment, cash value policy, insured dies, cash value life insurance New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
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