Life Insurance Answer Book: For Qualified Plans and Estate Planning

Front Cover
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?

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About the author (1999)

Lesser is the principal of GSL Galactic Consulting & Software Companies in Indianapolis, IN. He is also a technical editor. He joined the Internal Revenue Service as a Tax Law Specialist and Attorney in the Employee Plans and Exempt Organizations Division in 1974.

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