The life insurance policy crisis : the advisors' and trustees' guide to managing risks and avoiding a client crisis / E. Randolph Whitelaw and Henry Montag.
Includes index. 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insurance trust insolvency crisis -- Life insurance products and product suitability : a fresh look is needed -- The outdated traditional retail agent distribution channel : life insurance is sold, not purchased -- Current day response to questionable ethical practices and this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.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.