Understanding life insurance and rethinking policy management and evaluation : explaining the unexplainable / Gary L. Flotron.
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| Format: | Book |
| Language: | English |
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Chicago, Illinois :
American Bar Association, Real Property, Trust and Estate Law Section,
[2020]
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Table of Contents:
- Toward understanding life insurance and the risk transfer paradigm shift : some life insurance basics
- Risks of life insurance policies
- Process of managing life insurance policies
- Creditable evaluation of life insurance
- Practical questions and guidelines to acquiring and managing life insurance to avoid a client crisis
- Contributed articles.
- The box / Guy E. Baker
- Between a rock and a hard place : NAIC regulators, life insurance intermediaries, state and federal regulators / Ben G. Baldwin, Jr.
- Buying life insurance to fund estate taxes : toward a more objective decision / Jonathan G. Blattmachr
- The miracle (and disaster) of compound interest : universal life insurance edition / Christopher H. Hause
- TOLI trustee tread tactfully / Donald O. Jansen
- Adopting a two-dimensional risk tolerance assessment process : the sorry state of risk tolerance questionnaires for financial advisors / Michael E. Kitces
- When to hold life insurance in trust ; what type of trust / Martin M. Shenkman
- Was your client sold the most expensive life insurance policy on the planet? : high net worth (HNW) access to institutionally-priced life insurance for personal asset diversification / Charles M. "Mark" Whitelaw and E. Randolph Whitelaw
- The lapsing life insurance policy crisis : the need for dispute defensible advisor practices and a glidepath to safety, especially for seniors / E. Randolph Whitelaw and George P. Whitelaw.