Now – the Society of Financial Professionals teams up with tax and estate planning expert Lou Shuntich to bring you a practical new reference guide that is both compact and comprehensive. Concise and to-the-point, this handbook provides the latest industry information on:
· The legal aspects of acquiring and owning a policy
· The types of products and contracts available
· Simple criteria for evaluating and comparing policies and insurance companies
· The tax implications of each product type
· Structuring policies, ownership arrangements and beneficiaries for maximum tax and legal benefits – and tips for avoiding traps and pitfalls in the process
While not an exhaustive account of the industry – it’s an excellent primer that covers the key concepts necessary when advising clients or analyzing portfolios and estates. And in keeping with the Society of Financial Professionals’ steadfast commitment to providing continuing education to the industry. The Life Insurance Handbook is the perfect learning too for keeping busy financial professionals and their clients up-to-date.
Rating: 
(out of 3 reviews)
List Price: $ 19.95
Price: $ 5.98
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3 responses to The Life Insurance Handbook Reviews
While not an exhaustive account of the industry – it’s an excellent primer that covers the key concepts necessary when advising clients or analyzing portfolios and estates. And in keeping with the Society of Financial Professionals’ steadfast commitment to providing continuing education to the industry. The Life Insurance Handbook is the perfect learning too for keeping busy financial professionals and their clients up-to-date.
John A
The Life Insurance Handbook
The Life Insurance Handbook Reviews
Covers the basic terms – but of the 96 pages, the content starts on page 15 and ends on page 61. Maybe calling this a “handbook” implies this?
Mastoo
The Life Insurance Handbook
Half of the book is worthless (and its less than 100 pages). Don’t waste your money on this poor excuse of a book.
Rodrigo Rodas
The Life Insurance Handbook
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