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This book provides an in-depth analysis of all life insurance products.
It has chapters on Term, Ordinary Life, UL, UL with a Secondary Death Benefit Guarantee, Survivorship Life and Variable Life. The policy riders and, where applicable, dividends are also covered to show the additional flexibility provided to structure the policy for your clients specific needs.
In addition, there is a chapter on Funding Arrangements (MECs, guideline premium and cash value tests etc.)
The chapter on secondary death benefit guarantees has over 20 techniques.
Simplified and easy-to-follow graphs and/or abbreviated illustrations are included for every technique.
"synopsis" may belong to another edition of this title.
FRANK L. RAINALDI, CLU, ChFC, AEP (Distinguished)
Mr. Rainaldi is one of the insurance industry s leading educators. He is a graduate of the University of Connecticut and a member of their School of Business Hall of Fame. He is a former Trustee of the American College, and a former member of the Board of Directors of the Society of Financial Service Professionals. He currently serves as a consultant to several major financial institutions.
In 2004, Frank became the first life insurance professional in the country to earn Distinguished Accredited Estate Planner award from the National Association of Estate Planners & Councils (NAEPC). He has been a featured lecturer and a main platform speaker on many of the industry s national conferences.
He is well known for his ability to translate highly technical subjects into easy-to-understand concepts. Mr. Rainaldi has appeared on several national television programs. As an author, his articles have appeared in numerous professional publications. His article on QPRTs and GRATs received an award in the Journal of Society of Financial Service Professionals Author Award Program. He has also been featured in a number of business and general interest publications, including Investor s Business Daily, Newsday and Financial Services Week.
Mr. Rainaldi is the author of The Kugler System, a complete marketing and training system used by many major life insurance companies and other financial institutions as their primary marketing and training system. The foundation of The Kugler System is a set of five different technique books (Estate Concepts, Business Concepts, Retirement Concepts, Life Insurance Products Applications and Tax Aspects, and Family Financial Needs). Each book is built around a series of mini-case problems structured to highlight the appropriate concept. The Kugler System is well known for translating highly technical academic concepts into an easy-to-follow format designed for client presentation. It also includes three software programs, PowerPoint presentations, and turnkey marketing and education programs for all five technique books.
WILLIAM F. RAINALDI, CFPA®, AEP
A Lehigh University graduate, William Rainaldi is The Kugler Company's Chief Executive Officer. He has an extensive background in estate and business concepts, publishing, and computers.
He co-founded The Kugler Company in 1991. Prior to that, he worked as an investment analyst for a mid-sized New Jersey broker/dealer. He is the editor and co-author of The Kugler System Technique books. He is a former Adjunct Lecturer at New York University's School of Continuing Education.
"About this title" may belong to another edition of this title.
Book Description The Kugler Company, LLC. Condition: New. Perfect Paperback. Worldwide shipping. FREE fast shipping inside USA (express 2-3 day delivery also available). Tracking service included. Ships from United States of America. Seller Inventory # 1607434709
Book Description The Kugler Company, LLC, 2009. Condition: New. book. Seller Inventory # M1607434709
Book Description The Kugler Company, LLC, 2009. Paperback. Condition: Brand New. seventh edition. 230 pages. 10.80x8.40x0.80 inches. In Stock. Seller Inventory # 1607434709