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Understanding Life Insurance and Rethinking Policy Management and Evaluation

Understanding Life Insurance and Rethinking Policy Management and Evaluation
Author: Gary L. Flotron
Publisher:
Total Pages:
Release: 2020
Genre:
ISBN: 9781641056151
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Are you intimidated by life insurance? From questions about the amount and type of insurance coverage needed and the credit and investment risks involved to choosing a type of policy and carrier, the topic involves a multitude of issues and choices that can overwhelm the advisor. Yet it is an important planning vehicle: Life insurance is a form of intangible personal property that can solve both personal and business needs and problems. In many cases, life insurance is the most effective and efficient option.The many questions and issues involved with choosing life insurance are answered in plain and understandable language in Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable. Written by one of the leading authorities in the field, this accessible guide examines the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, focusing in large part on flexible premium (universal life) products. Among the topics covered include:The building blocks of life insurance, including mortality charges, life expectancy, and the mathematics of term and permanent insuranceRisks, advantages, and disadvantages of the various life insurance policies, including term, whole, universal, and variable life policiesHow to manage a policy after it is purchasedMonitoring and evaluating policies--an essential but often overlooked aspectPractice-based guidelines and answers many questions about acquiring and managing life insurance to avoid a client crisisAdding valuable insights on these life insurance topics, this volume also includes a selection of relevant articles by some of the most distinguished attorneys and financial authorities in the area, along with Gary Flotron's introduction for each: Guy E. Baker, MBA, MSFS, Ph.D., CLU, ChFC, CFP, AEP (Distinguished)Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP (Distinguished)Jonathan G. Blattmachr, JD, AEP (Distinguished) and Marc A. Pasquale, CPAChristopher H. Hause, FSA, MAAA, CLUDonald O. Jansen, JD, LLM, AEP (Distinguished)Michael E. Kitces, MSFS, M.TAX, CFP, CLU, ChFC, RHU, REBC, CASLMartin M. Shenkman, CPA, MBA, PFS, JD, AEP (Distinguished)Charles M. "Mark" Whitelaw and E. Randolph Whitelaw, AEP (Distinguished)E. Randolph Whitelaw, AEP (Distinguished) and George P. Whitelaw

Life Insurance

Life Insurance
Author: Gary R. Lee (J.D.)
Publisher:
Total Pages:
Release:
Genre: Life insurance
ISBN: 9781558718104
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"... is a guide to the evaluation, selection, and purchase of life insurance. The portfolio provides a brief section on life insurance basics and a description of the tax preferences life insurance enjoys. The portfolio then provides a detailed analysis of the six basic questions that an insured and his or her advisor should ask when purchasing life insurance"--Portfolio description sheet (p. iii).

Questions and Answers on Life Insurance

Questions and Answers on Life Insurance
Author: Tony Steuer
Publisher: Greenleaf Book Group
Total Pages: 340
Release: 2022-06-07
Genre: Business & Economics
ISBN: 1734210044
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*Amazon Bestseller in Life Insurance* A user-friendly guide to making expert decisions on life insurance policies Need help facing the constant barrage of information from competing life insurance companies? With thirty-five years of experience in the life insurance business, Tony Steuer delivers a practical, one-of-a-kind resource for anyone involved in choosing or monitoring a life insurance policy. This guide helps make a complex financial product understandable for consumers and is an essential reference, textbook, and training manual for financial advisors. Using a simple question-and-answer format, Steuer covers the essential basics and the finer points of life insurance, including how to: Differentiate between types of policies Find and evaluate a policy and company Hire a trusted agent Understand the practice of underwriting Monitor a policy’s performance With all the advice to help you avoid unnecessary pitfalls and unpleasant surprises, Steuer’s guide will help you make informed, confident decisions and gain the maximum benefit from your life insurance policy.

Modelling in Life Insurance – A Management Perspective

Modelling in Life Insurance – A Management Perspective
Author: Jean-Paul Laurent
Publisher: Springer
Total Pages: 263
Release: 2016-05-02
Genre: Mathematics
ISBN: 3319297767
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Focusing on life insurance and pensions, this book addresses various aspects of modelling in modern insurance: insurance liabilities; asset-liability management; securitization, hedging, and investment strategies. With contributions from internationally renowned academics in actuarial science, finance, and management science and key people in major life insurance and reinsurance companies, there is expert coverage of a wide range of topics, for example: models in life insurance and their roles in decision making; an account of the contemporary history of insurance and life insurance mathematics; choice, calibration, and evaluation of models; documentation and quality checks of data; new insurance regulations and accounting rules; cash flow projection models; economic scenario generators; model uncertainty and model risk; model-based decision-making at line management level; models and behaviour of stakeholders. With author profiles ranging from highly specialized model builders to decision makers at chief executive level, this book should prove a useful resource to students and academics of actuarial science as well as practitioners.

The Wealth Advisors Guide to Life Insurance

The Wealth Advisors Guide to Life Insurance
Author: Michael Brohawn
Publisher: Outskirts Press
Total Pages: 81
Release: 2019-06-05
Genre: Business & Economics
ISBN: 1977212417
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Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.

The Life Insurance Handbook

The Life Insurance Handbook
Author: Louis S. Shuntich
Publisher: Marketplace Books
Total Pages: 100
Release: 2003-07
Genre: Business & Economics
ISBN: 9781592800575
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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

Life & Health Insurance

Life & Health Insurance
Author: Kenneth Black
Publisher: Pearson
Total Pages: 1080
Release: 2000
Genre: Business & Economics
ISBN:
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This current, accurate and detailed industry guide for financial service professionals examines life and health insurance simultaneously from the viewpoints of the buyer, the advisor, and the insurer--providing a comprehensive and unbiased treatise on individual and group life; a forthright appraisal of life and health insurance industry products with careful consideration of the environment; and a complete examination of life insurance company operations and regulation. Bases financial treatment of life insured operations on modern financial theory, and devotes entire chapters to the economics of life and health insurance; individual life and health insurance policies; life and health insurance evaluation; the uses of life and health insurance in personal and business planning; government and employee benefit plans; and the management, operation, and regulation of life insurance companies. Offers a strong global orientation, supporting fundamental concepts with an extensive integration of economic and financial theory and international comparisons, and examines how today's health insurance products fit into a broad framework from a contractual, cost, and performance viewpoints. New chapters on the tax treatment of life and health insurance address such areas as estate planning, retirement planning, and the business uses of life and health insurance. For financial planners, salesmen, actuaries, investment managers, attorneys, CPAs, and other financial service professionals.

Understanding Life Insurance

Understanding Life Insurance
Author: T Ray Greer, Jr
Publisher: Independently Published
Total Pages: 0
Release: 2023-02-02
Genre:
ISBN:
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Life is unpredictable, but you can set yourself up for success by being prepared. It's essential to make sure that your family has protection against catastrophic expenses with life insurance coverage - no matter the size of your plan! Make sure you take the time to become an informed consumer. Dive deep into those insurance plans and make sense of all that confusing language! Doing so will put you in a powerful position regarding making decisions about your coverage. With "Understanding Life Insurance," you don't have to worry about the stress of dealing with salespeople. Instead, access a trusted resource that provides all the information needed for choosing an ideal life insurance plan without any advertising bias! This book is for you! You're on the right track! We've crafted an "Understanding Life Insurance" that makes complex legal terms and concepts accessible to everyone. Take your time learning all you need, so when it comes a time, you can make informed decisions-without having an attorney by your side! You are on the cusp of gaining remarkable knowledge that could revolutionize your life. Be ready to accept incredible possibilities! Be proactive and plan for the future now. Avoid negligence that will force your family to suffer uncertainty. Taking charge of your finances now will bring a brighter tomorrow - one that you and those close to you can look forward to with hope! It time you know the real truth about life insurance and retirement.