2024 the best policy crossword clue review
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(as of Oct 20, 2024 22:47:14 UTC - Details)
WE’RE ALL FAMILIAR with the old adage: “Honesty is the best policy.” The adage drove our ethics as children, and all too often, we lose sight of the best policy as adults. In ...the Best Policy, G. Tate Groome, CFP®, CLU®, AEP® works to guide fiduciaries to the irrevocable life insurance policy structure that is truly right for their clients, deftly combining insurance expertise acquired over three generations with honesty and a code of conduct in an otherwise sterile business world. With a gentle emphasis on the personal, loving element that lies behind each policy, Groome uses ...the Best Policy to help grantors and fiduciaries alike understand effective methods to monitor, manage, and sometimes restructure ILITs so that each grantor and trust beneficiary can have the best policy indeed.
Publisher : Redwood Publishing, LLC (February 21, 2020)
Language : English
Paperback : 162 pages
ISBN-10 : 1952106192
ISBN-13 : 978-1952106194
Item Weight : 7.4 ounces
Dimensions : 5.5 x 0.37 x 8.5 inches
Reviewer: Samuel J. Galloway
Rating: 5.0 out of 5 stars
Title: It's critical to monitor your life insurance performance.
Review: This book unpacks how to avoid common pitfalls as a consumer, how to ask the right questions, and how to work with partners who have a long term outlook on their commitment to their clients. Unfortunately, the compensation model for life insurance has created a disincentive for ongoing service for the life of the policy. This creates an opportunity for consumers to spend years shelling out premiums for a narrative that was flawed since the time of underwriting.Well done, Tate. Thank you for shining light on the ongoing servicing aspect of the life insurance industry.
Reviewer: FLTL
Rating: 5.0 out of 5 stars
Title: The passion for his work jumps right out at you
Review: This is an interesting read. The power to positively impact families in a time of need gets lost by many in the life industry, but not Tate. He understands the real world in which people live...a world with dreams, goals, fear, change, and love. This isn't a book about selling life insurance. It's a book about life insurance for real people and how to turn a confusing product into peace of mind. The passion for his work...and his expertise...jumps right out at you quickly.
Reviewer: Richard
Rating: 5.0 out of 5 stars
Title: If you read one book on life insurance, make sure it's this one...
Review: Hugely beneficial content and well-written by someone who has grown up in the industry. I will place this in my library and re-read again for years to come!
Reviewer: DAdams6
Rating: 5.0 out of 5 stars
Title: Written by a True Insurance Expert
Review: This book was written by someone who truly understands insurance policy design and how it impacts families, individuals, and businesses. This isn't about theories. It's about methods that work. ILITs are so complicated, but ...the Best Policy makes things clear by highlighting key review tactics in monitoring these complex policies. Easy to follow, and very educational for insurance and trust professionals.
Reviewer: Austin M. Fitch
Rating: 5.0 out of 5 stars
Title: Great read on an important financial planning topic!
Review: Any fiduciary considering which life insurance product is appropriate for their client should read this book! It does a great job of highlighting the many different decisions that go into determining the right policies for a client's given situation.
Reviewer: Danielle Learned
Rating: 5.0 out of 5 stars
Title: Helpful and practical advice
Review: Does a great job of highlighting the importance of ILITs and why they are an important part of estate planning for clients
Reviewer: Amazon Customer
Rating: 5.0 out of 5 stars
Title: Great Up to Date Info
Review: Great information for fiduciaries on the intricacies of LITs. Chapter 9 on Life Settlements is worth the price of admission by itself.