Private Placement Life Insurance and Annuities

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Publisher :
ISBN 13 : 9781617468728
Total Pages : pages
Book Rating : 4.4/5 (687 download)

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Book Synopsis Private Placement Life Insurance and Annuities by : Leslie C. Giordani

Download or read book Private Placement Life Insurance and Annuities written by Leslie C. Giordani and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "... discusses private placement life insurance (PPLI, also known as private placement variable life insurance) and private placement variable annuities (PPVA) and the use of these strategies as investment, income tax, estate planning, asset protection, and philanthropic tools in the high-net-worth marketplace"--Portolio description.

The PPLI Solution

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Publisher : John Wiley & Sons
ISBN 13 : 9780470884973
Total Pages : 368 pages
Book Rating : 4.8/5 (849 download)

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Book Synopsis The PPLI Solution by : Kirk Loury

Download or read book The PPLI Solution written by Kirk Loury and published by John Wiley & Sons. This book was released on 2010-07-23 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.

Private Placement Variable Annuity

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Publisher :
ISBN 13 : 9781517486396
Total Pages : 32 pages
Book Rating : 4.4/5 (863 download)

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Book Synopsis Private Placement Variable Annuity by : Monroe Diefendorf

Download or read book Private Placement Variable Annuity written by Monroe Diefendorf and published by . This book was released on 2015-09-19 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a detailed discussion of the mechanics of a Private Placement Variable Annuity and the benefits that exist for the high net worth investor.

Variable Annuities

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Publisher :
ISBN 13 :
Total Pages : 24 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Variable Annuities by :

Download or read book Variable Annuities written by and published by . This book was released on 2005 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Life Insurance Fact Book

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Publisher :
ISBN 13 :
Total Pages : 136 pages
Book Rating : 4.:/5 (6 download)

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Book Synopsis Life Insurance Fact Book by :

Download or read book Life Insurance Fact Book written by and published by . This book was released on 1962 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Planning with Life Insurance

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Publisher :
ISBN 13 : 9780791313114
Total Pages : pages
Book Rating : 4.3/5 (131 download)

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Book Synopsis Tax Planning with Life Insurance by : Howard M. Zaritsky

Download or read book Tax Planning with Life Insurance written by Howard M. Zaritsky and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Swiss Annuities and Life Insurance

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Publisher : John Wiley & Sons
ISBN 13 : 0470282185
Total Pages : 354 pages
Book Rating : 4.4/5 (72 download)

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Book Synopsis Swiss Annuities and Life Insurance by : Marco Gantenbein

Download or read book Swiss Annuities and Life Insurance written by Marco Gantenbein and published by John Wiley & Sons. This book was released on 2008-03-31 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.

Bank On Yourself

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Publisher : Vanguard
ISBN 13 : 0786745347
Total Pages : 258 pages
Book Rating : 4.7/5 (867 download)

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Book Synopsis Bank On Yourself by : Pamela Yellen

Download or read book Bank On Yourself written by Pamela Yellen and published by Vanguard. This book was released on 2010-03-23 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.

Strategies of Banks and Other Financial Institutions

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Publisher : Elsevier
ISBN 13 : 0124171672
Total Pages : 562 pages
Book Rating : 4.1/5 (241 download)

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Book Synopsis Strategies of Banks and Other Financial Institutions by : Rajesh Kumar

Download or read book Strategies of Banks and Other Financial Institutions written by Rajesh Kumar and published by Elsevier. This book was released on 2014-07-16 with total page 562 pages. Available in PDF, EPUB and Kindle. Book excerpt: How and why do strategic perspectives of financial institutions differ by class and region? Strategies of Banks and Other Financial Institutions: Theories and Cases is an introduction to global financial institutions that presents both theoretical and actual aspects of markets and institutions. The book encompasses depository and non-depository Institutions; money markets, bond markets, and mortgage markets; stock markets, derivative markets, and foreign exchange markets; mutual funds, insurance, and pension funds; and private equity and hedge funds. It also addresses Islamic financing and consolidation in financial institutions and markets. Featuring up-to-date case studies in its second half, Strategies of Banks and Other Financial Institutions proposes a useful theoretical framework and strategic perspectives about risk, regulation, markets, and challenges driving the financial sectors. Describes theories and practices that define classes of institutions and differentiate one financial institution from another Presents short, focused treatments of risk and growth strategies by balancing theories and cases Places Islamic banking and finance into a comprehensive, universal perspective

Official Gazette of the United States Patent and Trademark Office

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Publisher :
ISBN 13 :
Total Pages : 848 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Official Gazette of the United States Patent and Trademark Office by :

Download or read book Official Gazette of the United States Patent and Trademark Office written by and published by . This book was released on 2004 with total page 848 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Integrated Wealth Management

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Publisher : Euromoney Books
ISBN 13 : 9781843742661
Total Pages : 440 pages
Book Rating : 4.7/5 (426 download)

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Book Synopsis Integrated Wealth Management by : Jean L. P. Brunel

Download or read book Integrated Wealth Management written by Jean L. P. Brunel and published by Euromoney Books. This book was released on 2006 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager." -- Publisher description.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

International Life Insurance

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Publisher : Chancellor Publications
ISBN 13 : 1899217061
Total Pages : 491 pages
Book Rating : 4.8/5 (992 download)

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Book Synopsis International Life Insurance by : David D. Whelehan

Download or read book International Life Insurance written by David D. Whelehan and published by Chancellor Publications. This book was released on 2002 with total page 491 pages. Available in PDF, EPUB and Kindle. Book excerpt: The editor has assembled a distinguished group of authorities on international life insurance to set out the key issues in this fast-changing area of international planning - and how to profit from the financial benefits it offers.

Annuities Answer Book

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Publisher : Aspen Publishers
ISBN 13 : 9780735537927
Total Pages : pages
Book Rating : 4.5/5 (379 download)

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Book Synopsis Annuities Answer Book by : John T. Adney

Download or read book Annuities Answer Book written by John T. Adney and published by Aspen Publishers. This book was released on 2003-10-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

International Trust and Estate Planning

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Publisher :
ISBN 13 :
Total Pages : 876 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis International Trust and Estate Planning by :

Download or read book International Trust and Estate Planning written by and published by . This book was released on 2010 with total page 876 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Plunkett's Investment & Securities Industry Almanac 2006: The Only Complete Guide to the Investment, Securities, and Asset Management Industry

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Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593920407
Total Pages : 478 pages
Book Rating : 4.5/5 (939 download)

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Book Synopsis Plunkett's Investment & Securities Industry Almanac 2006: The Only Complete Guide to the Investment, Securities, and Asset Management Industry by : Jack W. Plunkett

Download or read book Plunkett's Investment & Securities Industry Almanac 2006: The Only Complete Guide to the Investment, Securities, and Asset Management Industry written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2006 with total page 478 pages. Available in PDF, EPUB and Kindle. Book excerpt: A key reference tool covering the investment and asset management industry, including trends and market research. Provides industry analysis, statistical tables, an industry glossary, industry contacts, thorough indexes and in-depth profiles of over 300 leading companies in the industry. Includes CD-ROM.

Plunkett's Insurance Industry Almanac 2006: The Only Complete Reference to the Insurance and Risk Management Indu

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Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593920385
Total Pages : 471 pages
Book Rating : 4.5/5 (939 download)

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Book Synopsis Plunkett's Insurance Industry Almanac 2006: The Only Complete Reference to the Insurance and Risk Management Indu by : Plunkett Research, Ltd

Download or read book Plunkett's Insurance Industry Almanac 2006: The Only Complete Reference to the Insurance and Risk Management Indu written by Plunkett Research, Ltd and published by Plunkett Research, Ltd.. This book was released on 2005-11 with total page 471 pages. Available in PDF, EPUB and Kindle. Book excerpt: This carefully-researched book (which includes a database of leading companies on CD-ROM) is a complete insurance market research and business intelligence tool-- everything you need to know about the business of insurance and risk management.