Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9780872189683
Total Pages : 0 pages
Book Rating : 4.1/5 (896 download)
Book Synopsis Life Settlement Planning by : Stephan R. Leimberg
Download or read book Life Settlement Planning written by Stephan R. Leimberg and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the first objective, authoritative and practical guide covering the entire spectrum of the life settlement business. The book begins by identifying what life settlements are and why they work. It discusses how life settlements work and who the various parties are, including insureds, owners, brokers, providers, advisors, agents, carriers, buyers, and rating agencies. It also covers the benefits and opportunities for individual, trust, business, academic, charitable or other organizational owners. It examines the disadvantages and risks of life settlements, when a life settlement is the best choice, and how to evaluate whether to hold or fold. Finally, the book offers best practices and identifies tax issues for agents and attorneys. Key Selling Points: step-by-step guide to evaluating life settlements and determining when and if a life settlement makes sense; provides tips for making settlements work and several scenarios of how and when life settlements can benefit various entities; case studies illustrate the opportunities and benefits that life settlements can provide to policyholders; offers easy-to-grasp examples, practice pointers, planning pointers and practice management tips that can be put into practice immediately; provides answers and direction on how and when to proceed; Appendix is packed with useful information, including a digest of sample state laws, a life settlement flow chart, a disclosure statement, FINRA Notice, mortality reports, sample documents and sample closing documents, a life settlement application and an A.M. Best Report on Life Settlement Securitization.