Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    By Gary L Flotron

    Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    By Gary L Flotron

    Examining the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, this book provides a thorough discussion and analysis of life insurance basics and the mathematics of life insurance. It also looks at the risks of life insurance policies and the process of evaluating and managing them.

    Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    By Gary L Flotron

    Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

    By Gary L Flotron

    Examining the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, this book provides a thorough discussion and analysis of life insurance basics and the mathematics of life insurance. It also looks at the risks of life insurance policies and the process of evaluating and managing them.

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    "This exceptional book will be a trusted guide to accomplishing coverage and planning goals efficiently and effectively."
    -- From the Preface by Donald O. Jansen and Lawrence Brody

    Are you intimidated by life insurance? From questions about the amount and type of insurance coverage needed and the credit and investment risks involved to choosing a type of policy and carrier, the topic involves a multitude of issues and choices that can overwhelm the advisor. Yet it is an important planning vehicle: life insurance is a form of intangible personal property that can solve both personal and business needs and problems. In many cases, life insurance is the most effective and efficient option.

    The many questions and issues involved with choosing life insurance are answered in plain and understandable language in Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable. Written by one of the leading authorities in the field, this accessible guide examines the critical topics of fiduciary risk management and the creditable evaluation of the nonguaranteed elements of life insurance, focusing in large part on flexible premium (universal life) products. Among the topics covered include:

    • The building blocks of life insurance, including mortality charges, life expectancy, and the mathematics of term and permanent insurance
    • Risks, advantages, and disadvantages of the various life insurance policies, including term, whole, universal, and variable life policies
    • How to manage a policy after it is purchased
    • Monitoring and evaluating policies--an essential but often overlooked aspect
    • Practice-based guidelines and answers many questions about acquiring and managing life insurance to avoid a client crisis
    Adding valuable insights on these life insurance topics, this volume also includes a selection of relevant articles by some of the most distinguished attorneys and financial authorities in the area, along with Gary Flotron’s introduction for each:
    • Guy E. Baker, MBA, MSFS, Ph.D., CLU, ChFC, CFP, AEP (Distinguished)
    • Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP (Distinguished)
    • Jonathan G. Blattmachr, JD, AEP (Distinguished) and Marc A. Pasquale, CPA
    • Christopher H. Hause, FSA, MAAA, CLU
    • Donald O. Jansen, JD, LLM, AEP (Distinguished)
    • Michael E. Kitces, MSFS, M.TAX, CFP, CLU, ChFC, RHU, REBC, CASL
    • Martin M. Shenkman, CPA, MBA, PFS, JD, AEP (Distinguished)
    • Charles M. "Mark" Whitelaw and E. Randolph Whitelaw, AEP (Distinguished)
    • E. Randolph Whitelaw, AEP (Distinguished) and George P. Whitelaw

    About the Author

    Gary L. Flotron, M.B.A., CLU®, ChFC®, AEP®, is principal of G.L. Flotron & Associates and specializes in the areas of trust-owned life insurance, estate and business planning, and executive and employee benefit plans. He is also the Associate Director Financial Planning Programs and an Adjunct Faculty member at the College of Business Administration, University of Missouri–St. Louis, where he teaches courses in estate and trust planning, planning for business owners and professionals, employee benefits, and life insurance.

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    Product Details

    Authors

    Gary L Flotron

    Sponsors

    Section of Real Property, Trust and Estate Law

    Publishers

    ABA Book Publishing

    ISBN

    9781641056144

    Page Count

    311

    Product Code

    5431118

    Trim Size

    7 x 10 Paperback

    Publication Date

    4/16/2020 12:00:00 AM

    Authors

    Gary L Flotron

    Sponsors

    Section of Real Property, Trust and Estate Law

    Publishers

    ABA Book Publishing

    ISBN

    9781641056151

    Page Count

    311

    Product Code

    5431118EBK

    Trim Size

    ePub, Kindle (MOBI)

    Publication Date

    4/16/2020 12:00:00 AM

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