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(as of May 28, 2023 10:13:05 UTC – Details)
Revised for 2014 Life insurance, just like any other financial instrument, should only be used when there is an objectively defined need. Nationally leading estate planning attorneys and authors, Robert A. Esperti, Renno L. Peterson and David K. Cahoone, wrote the Objective Guide to help professional planners and their clients determine whether life insurance is appropriate to meet real rather than illusory planning needs . They are the authors of the best-selling book, Loving Trust, as well as the recently released Protect and Enhance Your Estate. They have written 29 books for professionals and the public. For more information, go to www.espertipetersoncahoone.com. The Goal Guide is unique in that it contains the best of the Internet and the printed word. Clients, working with their advisors, can access professionally created interactive tools, including the Life Insurance Diagnostic Test™ (Life-Dat™), Life-Calc™ and Life-Retire-Plan Calc™. The Guide begins with 20 case stories, representing 20 of the most common family situations in which life insurance is the best—or only—solution to the planning facts. A vast majority of customers will recognize themselves, in whole or in part, in these case stories. Part Two of the Guide introduces and explains the Life-Dat™, an online test that takes only a few minutes to complete. It instantly generates a results report that determines which of the case stories, if any, apply to him or her. The client and his or her advisor can then read the presented case stories and decide whether they reflect the client’s situation. If so, the client and advisor can then take the appropriate next steps. Part Three explains the two online calculators. Assuming the Life-Dat™ has suggested that life insurance is applicable, Life-Calc™ can help customers determine how much life insurance they need. While many advisors have access to their own calculators, Life-Calc™ is a simple and useful method to begin the process of determining how much life insurance coverage is appropriate. The Life-Retire Plan Calc™ is for wealthier clients who have retirement plans that can be useful in providing funds for life insurance premiums. Part Four is a useful survey of estate planning. For those who have not yet planned their estates, and even for those who have planning in place, these chapters have some obvious facts that will help understand, implement, and improve estate planning. Although the Objective Guide alone will be useful to many clients and advisors, to fully utilize the power of the Guide, advisors must first be allowed access to the Life Insurance Diagnostic Test™. Please visit www.epcmethod.com to learn how to sign up for the Life Insurance Diagnostic Test™. (0914)
Publisher : Quantum Press; First edition revised (September 1, 2014)
Language: English
Paperback: 222 pages
ISBN-10 : 0990781801
ISBN-13 : 978-0990781806
Item weight: 13.9 oz
Dimensions: 6 x 0.5 x 9 inches
