Posts Tagged planning
Tools and Techniques of Life Insurance Planning
Product 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 & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons.
4th Edition offers expanded reviews of the latest:
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Simple Concepts in Estate Planning: Successful Strategies for Distribution-Oriented Planning
- Tax reduction vs. distribution – the goal of an estate plan
- Benefits of Q-Tip trusts
- Advantages of generation-skipping trusts
- Use and shortcomings of buy-sell agreements
- Using life insurance to pay estate taxes, second-to-die polices, and more
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Estate Planning, Life Insurance and Tax for Canadians
Product Description
Is Your Estate in Order?It s a question that most people don t like to think about. What will happen when you re no longer here. Unfortunately, a surprising number of people dislike the subject so much that they don t even make out a will.That s big mistake Number One.However, even if you have overcome that pitfall, and have a will duly signed and witnessed, can you be sure that you have planned your estate in the most efficient way possible both to protect t… More >>
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