{"product_id":"9781938130069","title":"Tools \u0026 Techniques of Life Insurance Planning, 4th edition","description":"Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools \u0026amp; Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. \u003cbr\u003e4th Edition offers expanded reviews of the latest: \u003cbr\u003e\u003cbr\u003eLife settlements \u0026amp; insurable interest \u003cbr\u003eAssets held by variable life insurance or variable annuities \u003cbr\u003eIncome \u0026amp; transfer tax consequences of life insurance \u003cbr\u003eVariable annuities versus mutual funds \u003cbr\u003eNew split dollar regulations for old \u0026amp; new arrangements always matching product to problem with revised formulas, worksheets and rules of thumb! \u003cbr\u003eGuides through the process of evaluating existing life insurance plans and formulating new strategies. Provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. Some techniques examined: buy-sell agreements; charitable planning; death benefit only plans; qualified\/nonqualified plans; IRC Section 162 plans; key employee life insurance; roles of revocable and irrevocable trusts. \u003cbr\u003e\u003cbr\u003eAuthors simplify by defining Tools \u0026amp; Techniques; indicating when to use; analyzing advantages\/disadvantages; identifying tax implications; addressing alternatives; calculating fees or other acquisition costs involved; selecting best client-based plans. The appendices consist of technical explanations of: generation skipping transfer taxation; treatment of modified endowment contracts and IRC Section 1035 exchanges; benefits income taxation; transfer for value rule. \u003cbr\u003e\u003cbr\u003eNewly Revised delivering sweeping changes from COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. Life Insurance, PACE, and CFP® CE Filed. \u003cbr\u003e\u003cbr\u003eChapters to feature: the top 12 \u003cbr\u003e\u003cbr\u003eHow to Estimate the Insurance Need \u003cbr\u003eLegal Aspects of Life Insurance \u003cbr\u003eVariable and Variable Universal Life \u003cbr\u003eIrrevocable Life Insurance Trusts \u003cbr\u003eKey Employee Life Insurance \u003cbr\u003eAccelerated Death Benefits and Viatical Settlements \u003cbr\u003eSurvivorship Life \u003cbr\u003eBuy-Sell Agreements \u003cbr\u003eLife Insurance in Qualified Plans \u003cbr\u003eSection 162 Plans \u003cbr\u003eDeath Benefit Only (DBO) Plans \u003cbr\u003eSpecial Policy Provisions and Riders \u003cbr\u003eDelivers value at any knowledge level introductory, overview \u0026amp; review!","brand":"National Underwriter Company","offers":[{"title":"Default Title","offer_id":47166347346160,"sku":"9781938130069","price":145.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0737\/7593\/9824\/files\/9781938130069_p0.jpg?v=1763663309","url":"https:\/\/shop-qa.barnesandnoble.com\/products\/9781938130069","provider":"Barnes \u0026 Noble (DEV)","version":"1.0","type":"link"}