We are in the process of migrating the LexisNexis Store. During this transition, some customers may not be able to access their Download Center or new electronic orders. Please call Customer Service 1-800-833-9844 or Chat With A Support Representative <https://supportcenter.lexisnexis.com/app/chat/store_chat/>
Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable
Select a format
Select subscription type
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
View a sample of this title using the ReadNow feature
Are you intimidated by life insurance? From questions about the amount and type of insurance coverage needed and the credit and investment risks involved to choosing a type of policy and carrier, the topic involves a multitude of issues and choices that can overwhelm the advisor. Yet it is an important planning vehicle: Life insurance is a form of intangible personal property that can solve both personal and business needs and problems. In many cases, life insurance is the most effective and efficient option.
The many questions and issues involved with choosing life insurance are answered in plain and understandable language in Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable. Written by one of the leading authorities in the field, this accessible guide examines the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, focusing in large part on flexible premium (universal life) products. Among the topics covered include:
- The building blocks of life insurance, including mortality charges, life expectancy, and the mathematics of term and permanent insurance
- Risks, advantages, and disadvantages of the various life insurance policies, including term, whole, universal, and variable life policies
- How to manage a policy after it is purchased
- Monitoring and evaluating policies--an essential but often overlooked aspect
- Practice-based guidelines and answers many questions about acquiring and managing life insurance to avoid a client crisis
Adding valuable insights on these life insurance topics, this volume also includes a selection of relevant articles by some of the most distinguished attorneys and financial authorities in the area, along with Gary Flotron’s introduction for each:
- Guy E. Baker, MBA, MSFS, Ph.D., CLU, ChFC, CFP, AEP (Distinguished)
- Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP (Distinguished)
- Jonathan G. Blattmachr, JD, AEP (Distinguished) and Marc A. Pasquale, CPA
- Christopher H. Hause, FSA, MAAA, CLU
- Donald O. Jansen, JD, LLM, AEP (Distinguished)
- Michael E. Kitces, MSFS, M.TAX, CFP, CLU, ChFC, RHU, REBC, CASL
- Martin M. Shenkman, CPA, MBA, PFS, JD, AEP (Distinguished)
- Charles M. "Mark" Whitelaw and E. Randolph Whitelaw, AEP (Distinguished)
- E. Randolph Whitelaw, AEP (Distinguished) and George P. Whitelaw
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.