Life Settlement Planning

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Publisher :
ISBN 13 : 9780872189683
Total Pages : 0 pages
Book Rating : 4.1/5 (896 download)

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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.

Tools & Techniques of Life Insurance Planning

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Publisher :
ISBN 13 :
Total Pages : 600 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Tools & Techniques of Life Insurance Planning by : Stephan R. Leimberg

Download or read book Tools & Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Betting on Death in the Life Settlement Market

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Publisher :
ISBN 13 :
Total Pages : 316 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Betting on Death in the Life Settlement Market by : United States. Congress. Senate. Special Committee on Aging

Download or read book Betting on Death in the Life Settlement Market written by United States. Congress. Senate. Special Committee on Aging and published by . This book was released on 2009 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Tools & Techniques of Financial Planning

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Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)

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Book Synopsis The Tools & Techniques of Financial Planning by : Stephan R. Leimberg

Download or read book The Tools & Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Cities for Life

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Publisher : Island Press
ISBN 13 : 1642831727
Total Pages : 290 pages
Book Rating : 4.6/5 (428 download)

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Book Synopsis Cities for Life by : Jason Corburn

Download or read book Cities for Life written by Jason Corburn and published by Island Press. This book was released on 2021-11-16 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: In cities around the world, planning and health experts are beginning to understand the role of social and environmental conditions that lead to trauma. By respecting the lived experience of those who were most impacted by harms, some cities have developed innovative solutions for urban trauma. In Cities for Life, public health expert Jason Corburn shares lessons from three of these cities: Richmond, California; Medellín, Colombia; and Nairobi, Kenya. Corburn draws from his work with citizens, activists, and decision-makers in these cities over a ten-year period, as individuals and communities worked to heal from trauma--including from gun violence, housing and food insecurity, poverty, and other harms. Cities for Life is about a new way forward with urban communities that rebuilds our social institutions, practices, and policies to be more focused on healing and health.

The Only Guide You'll Ever Need for the Right Financial Plan

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Publisher : John Wiley & Sons
ISBN 13 : 1576603660
Total Pages : 240 pages
Book Rating : 4.5/5 (766 download)

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Book Synopsis The Only Guide You'll Ever Need for the Right Financial Plan by : Larry E. Swedroe

Download or read book The Only Guide You'll Ever Need for the Right Financial Plan written by Larry E. Swedroe and published by John Wiley & Sons. This book was released on 2010-08-02 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

Invest in Your Life

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Publisher : iUniverse
ISBN 13 : 0595494307
Total Pages : 170 pages
Book Rating : 4.5/5 (954 download)

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Book Synopsis Invest in Your Life by : Ronald M. Roth

Download or read book Invest in Your Life written by Ronald M. Roth and published by iUniverse. This book was released on 2008-10 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explains investing in the life insurance market. It explains what the market for used life insurance is and where it came from, and the steps to take through the entire process of a policy sale.

Life Settlements and Longevity Structures

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Publisher : John Wiley & Sons
ISBN 13 : 0470741945
Total Pages : 426 pages
Book Rating : 4.4/5 (77 download)

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Book Synopsis Life Settlements and Longevity Structures by : Geoff Chaplin

Download or read book Life Settlements and Longevity Structures written by Geoff Chaplin and published by John Wiley & Sons. This book was released on 2009-08-03 with total page 426 pages. Available in PDF, EPUB and Kindle. Book excerpt: Recent turbulence in the financial markets has highlighted the need for diversified portfolios with lower correlations between the different investments. Life settlements meet this need, offering investors the prospect of high, stable returns, uncorrelated with the broader financial markets. This book provides readers of all levels of experience with essential information on the process surrounding the acquisition and management of a portfolio of life settlements; the assessment, modelling and mitigation of the associated longevity, interest rate and credit risks; and practical approaches to financing and risk management structures. It begins with the history of life insurance and looks at how the need for new financing sources has led to the growth of the life settlements market in the United States. The authors provide a detailed exploration of the mathematical formulae surrounding the generation of mortality curves, drawing a parallel between the tools deployed in the credit derivatives market and those available to model longevity risk. Structured products and securitisation techniques are introduced and explained, starting with simple vanilla products and models before illustrating some of the investment structures associated with life settlements. Capital market mechanisms available to assist the investor in limiting the risks associated with life settlement portfolios are outlined, as are opportunities to use life settlement portfolios to mitigate the risks of traditional capital markets. The last section of the book covers derivative products, either available now or under consideration, that will reduce or potentially eliminate longevity risks within life settlement portfolios. It then reviews hedging and risk management strategies and considers how to measure the effectiveness of risk mitigation.

Leap

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Publisher :
ISBN 13 : 9780977117109
Total Pages : 142 pages
Book Rating : 4.1/5 (171 download)

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Book Synopsis Leap by : Robert Castiglione

Download or read book Leap written by Robert Castiglione and published by . This book was released on 2005-01-01 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Price on Contemporary Estate Planning

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Publisher : CCH
ISBN 13 : 9780808092346
Total Pages : 1724 pages
Book Rating : 4.0/5 (923 download)

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Book Synopsis Price on Contemporary Estate Planning by : John Richard Price

Download or read book Price on Contemporary Estate Planning written by John Richard Price and published by CCH. This book was released on 2008 with total page 1724 pages. Available in PDF, EPUB and Kindle. Book excerpt: A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques.

Life Care Planning and Case Management Handbook

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Publisher : CRC Press
ISBN 13 : 1420090704
Total Pages : 992 pages
Book Rating : 4.4/5 (2 download)

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Book Synopsis Life Care Planning and Case Management Handbook by : Subrata Ghatak

Download or read book Life Care Planning and Case Management Handbook written by Subrata Ghatak and published by CRC Press. This book was released on 2009-09-21 with total page 992 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life Care Planning is an advanced collaborative practice concerned with coordinating, accessing, evaluating, and monitoring necessary services for individuals with significant medical adversity. This handbook provides a comprehensive resource for all people involved with catastrophic impairments who need to solve complex medical care problems. Upda

The Complete Idiot's Guide to Long-Term Care Planning

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Publisher : Penguin
ISBN 13 : 1440650608
Total Pages : 475 pages
Book Rating : 4.4/5 (46 download)

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Book Synopsis The Complete Idiot's Guide to Long-Term Care Planning by : Marilee Driscoll

Download or read book The Complete Idiot's Guide to Long-Term Care Planning written by Marilee Driscoll and published by Penguin. This book was released on 2002-09-01 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: The basic motivators will drive people to want to learn more about this topic—fear, money, and insecurity. Consumers fear losing their life savings to LTC costs. Yet, they hesitate to buy insurance with an annual premium of $1,800 without knowing what it covers. In October of 2002 (one month after this book's release), the federal government will be rolling out a payroll deduction plan whereby all government employees and retirees (approximately 18 million people) will have the same opportunity to save for their long-term care needs as they currently have for their 401(k).

Life Care Planning and Case Management Handbook, Third Edition

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Publisher : CRC Press
ISBN 13 : 1439828458
Total Pages : 757 pages
Book Rating : 4.4/5 (398 download)

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Book Synopsis Life Care Planning and Case Management Handbook, Third Edition by : Roger O. Weed

Download or read book Life Care Planning and Case Management Handbook, Third Edition written by Roger O. Weed and published by CRC Press. This book was released on 2004 with total page 757 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life Care Planning and Case Management Handbook, Second Edition brings together the many concepts, beliefs, and procedures regarding life care plans into one state-of-the-art publication. This second edition of a bestseller is focused on prioritizing and managing the spectrum of services for people with serious medical problems and their families. Keeping up with advances in the field, this is the most comprehensive reference for everyone concerned with coordinating, evaluating, assessing, and monitoring care.

Betting on Lives

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Publisher : Manchester University Press
ISBN 13 : 9780719056758
Total Pages : 266 pages
Book Rating : 4.0/5 (567 download)

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Book Synopsis Betting on Lives by : Geoffrey Wilson Clark

Download or read book Betting on Lives written by Geoffrey Wilson Clark and published by Manchester University Press. This book was released on 1999 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: By examining the rise of life insurance institutions in 18th-century England, this book offers fresh insight into the history of a commercial society learning to apply speculative techniques to the management of risk.

Life in Motion End-Of-Life Planning Workbook

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Publisher :
ISBN 13 : 9780999160404
Total Pages : 0 pages
Book Rating : 4.1/5 (64 download)

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Book Synopsis Life in Motion End-Of-Life Planning Workbook by : Karen Purze

Download or read book Life in Motion End-Of-Life Planning Workbook written by Karen Purze and published by . This book was released on 2017-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life in Motion is a guided end-of-life planning workbook to help you organize your personal information. It has all the forms, checklists, and inventory sheets you need to quickly record your most important information. The book walks you through the process of creating a complete picture of your health, household, finances, and final wishes so you and your trusted advisors have ready access in times of transition, emergency, or death. The custom, hardcover binder has eight tab-separated sections to document emergency plans, personal health information, property and financial information, final wishes, estate settlement details, and important document locations.

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.

Structured Settlements and Periodic Payment Judgments

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Publisher : Law Journal Press
ISBN 13 : 9781588520371
Total Pages : 1914 pages
Book Rating : 4.5/5 (23 download)

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Book Synopsis Structured Settlements and Periodic Payment Judgments by : Daniel W. Hindert

Download or read book Structured Settlements and Periodic Payment Judgments written by Daniel W. Hindert and published by Law Journal Press. This book was released on 2023-10-28 with total page 1914 pages. Available in PDF, EPUB and Kindle. Book excerpt: Structured Settlements and Periodic Payment Judgments is a complete reference work for attorneys, settlement planners, and insurance and annuity brokers