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| THE LIFE INSURANCE HANDBOOK BY LOUIS S. SHUNTICH |
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The Life Insurance Handbook is written by Louis Shuntish. The
author is a tax and estate-planning expert. The author brings its readers practical new
reference guide that is both compact and comprehensive. Concise and to-the-point, this
handbook provides the latest industry information on legal aspects of acquiring and
owning a policy, types of products and contracts available, Simple criteria for evaluating
and comparing policies and insurance companies, tax implications of each product type,
Structuring policies, ownership arrangements and beneficiaries for maximum tax and
legal benefits.
This book also gives 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.
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