Life Insurance Answer Book: For Qualified Plans and Estate Planning
Gary S. Lesser, Lawrence C. Starr
Aspen Publishers, 1999 - Business & Economics - 1750 pages
Completely up to date...
Includes 2001 cumulative supplement!
You'll find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Panel's LIFE INSURANCE ANSWER BOOK.
This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements.
You'll find clear, concise and easy-access information and advice in four key areas:
= insurance fundamentals
= qualified plans
= fiduciary responsibility
= estate planning
The book makes it easy to...
= select life insurance policies from the array of choices and options
= administer a problem-free plan
= gain a clear picture of the underwriting process
= understand the tax aspects of insurance
= use innovative estate planning and nonqualified planning techniques
= draft air-tight plan provisions using sample plan language.
More than 1000 questions are thoroughly explained, covering such topics as:
= Legal requirements of insurance
= Life insurance as it relates to qualified plans
= Fiduciary responsibilities of employers, trustees, and administrators
= Regulations governing insurance contracts
= Department of Labor and IRS disclosure and reporting guidelines
= Records retention
= Life insurance as it relates to estate planning and other benefits
= and more!
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List of Questions
Revenue Ruling 67361 C25
What Is Insurance?
52 other sections not shown
Other editions - View all
actuary amount annual annuity contract apply beneficiary designation bonus plan cash surrender value cash value chapter client Code Section contributions corporation court death benefit decedent decedent's deduction deferred compensation plan defined benefit plan determined distribution employee's ERISA Section ESOP estate planning estate tax exempt F 2d fiduciary funds gift tax gross estate gross income incidents of ownership included income tax individual insurance company insurance contract insurance policy insurance proceeds insurance protection insured's interest issued ment modified endowment contract NQDC owner paid participant's payable pension plan percent plan assets plan sponsor profit sharing plan prohibited transaction purchase qualified plan rabbi trust received regulations requirements retirement benefits retirement plan Rev Rul Revenue Ruling secular trust split-dollar plan spouse subtrust tax consequences tax purposes taxable term life insurance termination tion top-hat plan transfer Treas Reg VEBA viatical settlement whole life insurance