Please note that this product will appear in your online library in as few as 10 minutes.
The expertise and strategy of the renowned Tools & Techniques print series available on demand, in a fully functional online format.
Proven methods to determine a client's life insurance needs and profitable solutions
Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons.
Guides 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.
Life settlements & insurable interest
Assets held by variable life insurance or variable annuities
Income & transfer tax consequences of life insurance
Variable annuities versus mutual funds
New split dollar regulations for old & new arrangements
—always matching product to problem with revised formulas, worksheets and rules of thumb!
Pricing is for single-seat, 12-Month Subscription.
See below for multi-seat pricing.
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Experience the value of Tools & Techniques Online
Take Your Knowledge Information-Base to a Whole New Level:
» High-Powered Search Engine: Query and search across an entire book or through the whole series with a single search effort.
» Always Up-to-Date Content: Updates to Online content are made as changes occur—no more waiting for the next book edition to access the most current information.
» Customizable Bundles: Pick one, two, or all ten Tools & Techniques titles—you decide what and how much information you access.
Search All Online Subscriptions at Once!
Tools & Techniques will link to your other National Underwriter tax & financial planning online subscriptions! Seek information to all National Underwriter Online services to which you subscribe including Tax Facts Online, Field Guide Online, Field Guide to Financial Planning Online, Tax Facts News Online, and/or ERISA Facts Online—all from a single start-page.
You have the power to build a truly cross-functional business information tool that fits your precise needs.
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Savings are available for multi-title custom bundles- Call Customer Service to build your bundle and pricing!
Save on Multi-seat subscriptions- Call Customer Service for pricing!
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