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PPC's Guide to Life Insurance Strategies

PPC's Guide to Life Insurance Strategies

Product Information

  • Frequency of Updates:

    Updated annually
  • Brand:
    Practitioners Publishing

Format

Price

Quantity

Book
1 Volume
Product Code:
XLIP
$230.00

See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.

PPC's Guide to Life Insurance Strategies is a comprehensive tool that enables you to evaluate insurance needs, analyze and compare coverage, and increase your understanding of the unique income, gift, and estate tax implications of life insurance. Get practical guidance to increase your skills for customizing a life insurance strategy for your clients. Included in this guide:

  • How to determine the right amount of insurance
  • Steps in performing a life insurance policy checkup to ensure an existing policy is properly set up and is performing as anticipated
  • Tools to select both a strong insurance company and a suitable insurance product for the client
  • The unique tax benefits of life insurance and life insurance tax traps to avoid
  • How life insurance can be used to attract and retain key employees
  • Strategies using life insurance to cover business risk and to fund business succession planning

This Guide also provides numerous checklists and practice aids for planners to use when evaluating life insurance strategies.

  • Life Insurance Strategies
    • INTRODUCTORY MATERIAL
    • Chapter 1 A Model for Life Insurance Planning Engagements
    • Chapter 2 Evaluating Life Insurance Needs
    • Chapter 3 Analyzing, Comparing, And Selecting Life Insurance Coverage
    • Chapter 4 Taxation of Life Insurance
    • Chapter 5 Life Insurance Strategies for Individuals
    • Chapter 6 Life Insurance as an Employee Benefit
    • Chapter 7 Life Insurance for Business Risk and Succession Planning
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --K--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--
  • List of Substantive Changes View

DESCRIPTION

See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.

PPC's Guide to Life Insurance Strategies is a comprehensive tool that enables you to evaluate insurance needs, analyze and compare coverage, and increase your understanding of the unique income, gift, and estate tax implications of life insurance. Get practical guidance to increase your skills for customizing a life insurance strategy for your clients. Included in this guide:

  • How to determine the right amount of insurance
  • Steps in performing a life insurance policy checkup to ensure an existing policy is properly set up and is performing as anticipated
  • Tools to select both a strong insurance company and a suitable insurance product for the client
  • The unique tax benefits of life insurance and life insurance tax traps to avoid
  • How life insurance can be used to attract and retain key employees
  • Strategies using life insurance to cover business risk and to fund business succession planning

This Guide also provides numerous checklists and practice aids for planners to use when evaluating life insurance strategies.

TABLE OF CONTENT

  • Life Insurance Strategies
    • INTRODUCTORY MATERIAL
    • Chapter 1 A Model for Life Insurance Planning Engagements
    • Chapter 2 Evaluating Life Insurance Needs
    • Chapter 3 Analyzing, Comparing, And Selecting Life Insurance Coverage
    • Chapter 4 Taxation of Life Insurance
    • Chapter 5 Life Insurance Strategies for Individuals
    • Chapter 6 Life Insurance as an Employee Benefit
    • Chapter 7 Life Insurance for Business Risk and Succession Planning
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --K--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--

RELATED RESOURCES

  • List of Substantive Changes View