The Life Insurance Handbook

, by Shuntich, Louis S.

Write a Review

Note: Supplemental materials are not guaranteed with Rental or Used book purchases.

ISBN: 9781592800575 | 1592800572
Cover: Paperback
Copyright: 7/1/2004

Rent

(Recommended)

$13.86

Term

Due

Price

Semester

Dec 12

$15.41

Quarter

Sep 1

$14.64

Short Term

Aug 13

$13.86

*This item is part of an exclusive publisher rental program and requires an additional convenience fee. This fee will be reflected in the shopping bag.
Buy New

In Stock Usually Ships in 24-48 Hours

$19.73

Supplemental Materials

Foreword:

Alan R. Ziegler, President, Society of Financial Service Professionals

(2)

Introduction:

by Louis S. Shuntich

(4)

Chapter 1: The Life Insurance Policy

(6)

Insurable interest

(1)

Policy application

(1)

Incontestable clause

(1)

Suicide clause

(1)

Contract interpretation

(1)

Jurisdiction

(1)

Effective date of insurance

(1)

Grace period

(1)

Reinstatement clause

(1)

Nonforfeiture provision

(2)

Chapter 2: The Types and Features of Life Insurance Policies

(14)

Term life insurance

(3)

Cash value life insurance

(2)

Current assumption whole life insurance

(1)

Adjustable life insurance

(1)

Variable life insurance

(1)

Universal life insurance

(2)

Variable universal life insurance

(1)

First-to-die life insurance

(1)

Second-to-die (survivorship) life insurance

(1)

Optional policy provisions and riders

(2)

Chapter 3: How to Evaluate and Compare Life Insurance Policies

(4)

Evaluating a policy

(1)

Comparing policies

(3)

Chapter 4: How to Evaluate and Compare Life Insurance Companies

(2)

Evaluating an insurance company

(1)

Comparing companies

(2)

Chapter 5: The Federal Tax Treatment of Life Insurance

(12)

The Federal income tax treatment

(2)

Consequences of failure to qualify as life insurance under IRC 7702

(1)

Premiums

(1)

Dividends

(1)

Cash surrenders

(1)

Modified endowment contracts "MEGs"

(1)

Policy loans and interest

(1)

IRC Section 1035 policy exchanges

(1)

Accelerated death benefits

(1)

Death proceeds

(1)

Settlement options

(1)

Alternative minimum tax

(1)

Federal estate tax

(1)

Federal gift tax

(1)

Federal generation-skipping tax

(3)

Chapter 6: Traps and Pitfalls to be Avoided

(10)

Multiple owner cases

(2)

Third party owner not beneficiary

(1)

Trustee purchases of life insurance to avoid estate tax

(2)

Trustee for a minor beneficiary

(1)

Oral trusts

(1)

Transfer for value rule

(3)

Insurable interest and charitable gifts of life insurance

(2)

Glossary

(10)

Resource Guide

Please wait while the item is added to your bag...

FREE SHIPPING

Rent More, Save More! Use code: BBRENTAL

5% off 1 book, 7% off 2 books, 10% off 3+ books

The Life Insurance Handbook

Table of Contents

Supplemental Materials

FREE SHIPPING

Rent More, Save More! Use code: BBRENTAL

5% off 1 book, 7% off 2 books, 10% off 3+ books

The Life Insurance Handbook

Table of Contents

Supplemental Materials

Digital License