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TOOLS Chapter 1 Introduction to Life Insurance
How to Estimate the Insurance Need
How to Determine the Right Company
37 other sections not shown
A.M. Best additional altemative annual exclusion assets assumed beneﬁciary buy-sell buy-sell agreement cash value charity client Code section company’s corporation cost coverage death beneﬁt deﬁnition dividends eamings employee’s estate tax expenses face amount ﬁnance ﬁnancial ﬁrst ﬁve ﬁxed ﬂexibility fund gift tax group term GSTT guaranteed incidents of ownership income tax increase inﬂation insurance company insurance contract insurance policy insurance proceeds interest rate investment IRC Sec IRC Section irrevocable trust issue key employee marital deduction ment option ordinary income owner paid-up participant pay premiums payable percent period person Planners policy loan policy’s policyowner policyowner’s premium payments premiums paid purchase rabbi trust rate of retum received retirement rider risk shareholder single premium speciﬁed spouse’s sufﬁcient surviving spouse survivor tax free taxable taxation term insurance term life insurance termination tion transfer for value viatical settlement whole life insurance whole life policies