Understanding life insurance and rethinking policy management and evaluation : explaining the unexplainable /

Bibliographic Details
Main Author: Flotron, Gary L. (Author)
Format: Book
Language:English
Published: Chicago, Illinois : American Bar Association, Real Property, Trust and Estate Law Section, [2020]
Subjects:
Table of Contents:
  • Toward Understanding Life Insurance and the Risk Transfer Paradigm Shift : Some Life Insurance Basics
  • Risks of Life Insurance Policies
  • Process of Managing Life Insurance Policies
  • Creditable Evaluation of Life Insurance
  • Practical Questions and Guidelines to Acquiring and Managing Life Insurance to Avoid a Client Crisis
  • Conclusion
  • Box / Guy E. Baker
  • Between a Rock and a Hard Place : NAIC Regulators : Life Insurance Intermediaries, State and Federal Regulators / Ben G. Baldwin, Jr.
  • Buying Life Insurance to Fund Estate Taxes : Toward a More Objective Decision / Jonathan G. Blattmachr
  • Miracle (and Disaster) of Compound Interest : Universal Life Insurance Edition / Christopher H. Hause
  • TOLI Trustee Tread Tactfully / Donald O. Jansen
  • Adopting A Two-Dimensional Risk Tolerance Assessment Process / Michael E. Kitces
  • When to Hold Life Insurance in Trust : What Type of Trust / Martin M. Shenkman
  • Was Your Client Sold the Most Expensive Life Insurance Policy on the Planet? : High Net Worth (HNW) Access to Institutionally-Priced Life Insurance for Personal Asset Diversification / Charles M. "Mark" Whitelaw and E. Randolph Whitelaw
  • Lapsing Life Insurance Policy Crisis : The Need for Dispute Defensible Advisor Practices And A Glidepath to Safety, Especially for Seniors / E. Randolph Whitelaw and George P. Whitelaw.