The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: “To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others.”

With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task—and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner.

This title features:

Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstancesCoverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning

New in the Ninth Editio

The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: “To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others.”

With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task—and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner.

This title features:

Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstancesCoverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning

New in the Ninth Editio