UPDATED 7th EDITION IS NOW AVAILABLE! |
The Tools & Techniques of Life Insurance Planning, 7th Edition
By Stephan R. Leimberg and Keith A. Buck
Life insurance remains one of the cornerstones of financial planning. The Tools & Techniques of Life Insurance Planning, 7th Edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated – making it a must-have resource in your classroom.
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The expert authors deliver: |
- Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances
- Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning
- Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities
- Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements
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This fully revised edition includes: |
- Completely updated tax and accounting information
- Expanded coverage of 1035 exchange rules, including partially tax-deferred exchanges
- Improved planning techniques for pension maximization and buy-sell agreements
- Detailed discussion of annuity types and tax consequences
- Newly revised comparisons of permanent life insurance features, including joint life, single premium, and limited pay options
- In-depth analysis of life insurance riders
- Planning techniques for using life insurance in qualified and nonqualified plans
Every area covered in this book is accompanied by the tools, techniques, practice tips, and examples needed to navigate the complex course of life insurance planning. |
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