Lexis Nexis The Tools & Techniques of Life Insurance Planning
Select a format
International Order Inquiry
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
•Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances
•Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning
•Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities
•Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements
The 7th Edition includes:
•Completely updated tax and accounting information
•Expanded coverage of 1035 exchange rules, including partially tax-deferred exchanges
•Improved planning techniques for pension maximization and buy-sell agreements
•Detailed discussion of annuity types and tax consequences
•Newly revised comparisons of permanent life insurance features, including joint life, single premium, and limited pay options
•In-depth analysis of life insurance riders
•Planning techniques for using life insurance in qualified and nonqualified plans
And, as with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate complex financial planning issues.
Whether you're a newcomer to this area or a seasoned planning professional, this is the one resource that leads you quickly to the life insurance planning answers you need.
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.
Table of contents
Chapter 1 Introduction to Life Insurance 1
Chapter 2 How to Estimate the Insurance Need 19
Chapter 3 How to Determine the Right Company 43
Chapter 4 How to Determine the Right Policy 65
Chapter 5 Legal Aspects of Life Insurance 87
Chapter 6 Special Policy Provisions and Riders 119
Chapter 7 Adjustable Life 133
Chapter 8 Annuities 143
Chapter 9 Current Assumption Whole Life 171
Chapter 10 Disability Income Insurance 183
Chapter 11 Group Life Insurance 197
Chapter 12 Joint Life (First-to-Die) Insurance 211
Chapter 13 Limited Pay Whole Life Insurance 217
Chapter 14 Ordinary Level Premium Whole Life Insurance 229
Chapter 15 Single Premium Life Insurance 241
Chapter 16 Survivorship Life 253
Chapter 17 Term Insurance 269
Chapter 18 Universal Life 285
Chapter 19 Variable and Variable Universal Life 301
Chapter 20 Indexed Universal Life 319
Chapter 21 Guaranteed No-Lapse Universal Life 329 PART II: TECHNIQUES
Chapter 22 Modified Endowment Contracts 339
Chapter 23 Section 1035 Exchanges 347
Chapter 24 Life Insurance Income Taxation and Planning Opportunities 357
Chapter 25 The Transfer for Value Rule 371
Chapter 26 Life Insurance Valuation 385
Chapter 27 Estate Taxation of Life Insurance 393
Chapter 28 Gift Taxation of Life Insurance 419
Chapter 29 Life Insurance and the Generation-Skipping Transfer Tax 427
Chapter 30 Viatical and Life Settlements 435
Chapter 31 Buy-Sell Agreements 445
Chapter 32 Charitable Uses of Life Insurance 459
Chapter 33 Death Benefit Only (DBO) Plan 479
Chapter 34 Irrevocable Life Insurance Trusts 493
Chapter 35 Key Employee Life Insurance 525
Chapter 36 Life Insurance in Qualified Plans 535
Chapter 37 Nonqualified Deferred Compensation 547
Chapter 38 Pension Maximization 573
Chapter 39 Revocable Life Insurance Trusts 585
Chapter 40 Section 162 Plans 599
Chapter 41 Split-Dollar Life Insurance 605
Chapter 42 Current Trends in Life Insurance Planning 621
