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The life insurance policy crisis : the advisors' and trustees' guide to managing risks and avoiding a client crisis
Title
The life insurance policy crisis : the advisors' and trustees' guide to managing risks and avoiding a client crisis / E. Randolph Whitelaw and Henry Montag.
ISBN
9781634256179
1634256174
9781634256186
Publication
Chicago, Illinois : American Bar Association, [2016]
Physical Description
xx, 252 pages : illustrations ; 23 cm.
Notes
Includes index.
Format
Books
Language
English
Added to Catalog
May 15, 2017
Bibliography
Includes bibliographical references and index.
Contents
History of the lapsing life insurance policy and irrevocable life insurance trust insolvency crisis
Life insurance products and product suitability : a fresh look is needed
The outdated traditional retail agent distribution channel : life insurance is sold, not purchased
Current day response to questionable ethical practices and this lapsing policy crisis : some things never change, except possibly to get worse
Consumer-centric life insurance distribution : how to restore consumer confidence and value-added distribution
The life insurance policy risk management process : best vs. questionable vs. predatory vs. no practices
Inforce life insurance policy intervention : damage control : a glidepath to safety intervention
action taken to improve a situation
Long term care insurance 1980/2015
Life insurance as an asset class : the gap between theory and practice
Life settlement market
How can irrevocable life insurance trust (ILIT) : fiduciary practices demonstrate and document a prudent and reasoned process?
Fiduciary issues vs. life insurance practices : can the dots be connected?
ILIT litigation : process over performance (Best practices litigation-tested guidance)
Special issues
Sample documents
Reference articles
Sample life insurance cases
Contributed articles.
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