Basic Finacial Concepts Presentation
Life Insurance in the Estate Plan and Incapacity Planning Session 9 DePaul University CFP® Program.
Special Needs Trusts T. Michael Sullivan, Esq.. Definition of Special Needs Special Needs: Of or relating to people who have specific needs, as those.
Copyright © 2008 Pearson Addison-Wesley. All rights reserved. Chapter 13 Buying Life Insurance.
Life Insurance Traps For The Unwary Chicago Estate Planning Council December 17, 2013 Larry Herman, JD, CPA, CLU, ChFC Herman Agency, Inc. (c) 2013 - Laurence.
Chapter 11. Learning Objectives (part 1 of 3) Describe when a person should and should not have life insurance Describe the basic differences between.
Buying Life Insurance Lecture No. 25. Objectives Determining the Cost of Life Insurance Rate of Return on Saving Component Taxation of Life Insurance.
Buying Life Insurance Lecture No. 26. 2 Income Tax Treatment of Life Insurance Premiums –In most cases, individuals cannot deduct the premiums they pay.
