The National Underwriter
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Author |
: Hannah Farber |
Publisher |
: UNC Press Books |
Total Pages |
: 350 |
Release |
: 2021-10-28 |
ISBN-10 |
: 9781469663647 |
ISBN-13 |
: 1469663643 |
Rating |
: 4/5 (47 Downloads) |
Synopsis Underwriters of the United States by : Hannah Farber
Unassuming but formidable, American maritime insurers used their position at the pinnacle of global trade to shape the new nation. The international information they gathered and the capital they generated enabled them to play central roles in state building and economic development. During the Revolution, they helped the U.S. negotiate foreign loans, sell state debts, and establish a single national bank. Afterward, they increased their influence by lending money to the federal government and to its citizens. Even as federal and state governments began to encroach on their domain, maritime insurers adapted, preserving their autonomy and authority through extensive involvement in the formation of commercial law. Leveraging their claims to unmatched expertise, they operated free from government interference while simultaneously embedding themselves into the nation's institutional fabric. By the early nineteenth century, insurers were no longer just risk assessors. They were nation builders and market makers. Deeply and imaginatively researched, Underwriters of the United States uses marine insurers to reveal a startlingly original story of risk, money, and power in the founding era.
Author |
: Hank George |
Publisher |
: Hgi Press |
Total Pages |
: 272 |
Release |
: 2009-06 |
ISBN-10 |
: 0982433603 |
ISBN-13 |
: 9780982433607 |
Rating |
: 4/5 (03 Downloads) |
Synopsis Underwriting by : Hank George
Author |
: John E. Grable |
Publisher |
: |
Total Pages |
: 0 |
Release |
: 2016 |
ISBN-10 |
: 1945424028 |
ISBN-13 |
: 9781945424021 |
Rating |
: 4/5 (28 Downloads) |
Synopsis The Case Approach to Financial Planning by : John E. Grable
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Author |
: Stephan R. Leimberg |
Publisher |
: |
Total Pages |
: 256 |
Release |
: 1986 |
ISBN-10 |
: CORNELL:31924018346035 |
ISBN-13 |
: |
Rating |
: 4/5 (35 Downloads) |
Synopsis The Tools & Techniques of Financial Planning by : Stephan R. Leimberg
Author |
: Stephan Leimberg |
Publisher |
: |
Total Pages |
: 1074 |
Release |
: 2021-04-27 |
ISBN-10 |
: 1954096089 |
ISBN-13 |
: 9781954096080 |
Rating |
: 4/5 (89 Downloads) |
Synopsis The Tools and Techniques of Estate Planning, 20th Edition by : Stephan Leimberg
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author |
: |
Publisher |
: |
Total Pages |
: 1230 |
Release |
: 1917 |
ISBN-10 |
: UOM:39015058544258 |
ISBN-13 |
: |
Rating |
: 4/5 (58 Downloads) |
Synopsis The National Underwriter by :
Author |
: |
Publisher |
: |
Total Pages |
: 816 |
Release |
: 1903 |
ISBN-10 |
: UOM:39015084650749 |
ISBN-13 |
: |
Rating |
: 4/5 (49 Downloads) |
Synopsis The National Underwriter by :
Author |
: Donald S. Malecki |
Publisher |
: |
Total Pages |
: 0 |
Release |
: 2011-09-30 |
ISBN-10 |
: 193636249X |
ISBN-13 |
: 9781936362493 |
Rating |
: 4/5 (9X Downloads) |
Synopsis Commercial General Liability Coverage Guide by : Donald S. Malecki
Let the Industry's most renowned CGL experts take you to the heart of general liability exposures and problems. This guide is the only resource to provide an in-depth, year-to-year comparison covering over 20 years of the CGL form. You'll also find court case citations that clarify the policy, summaries of all major endorsements to the forms and tips on how to tailor a policy to meet the needs of your clients. Commercial General Liability, 9th Edition has been updated to include the most recent exclusions and exceptions of the CGL form.
Author |
: Stephan R. Leimberg |
Publisher |
: |
Total Pages |
: 480 |
Release |
: 2018-10-04 |
ISBN-10 |
: 1949506029 |
ISBN-13 |
: 9781949506020 |
Rating |
: 4/5 (29 Downloads) |
Synopsis The Tools and Techniques of Insurance Planning and Risk Management, 4th Edition by : Stephan R. Leimberg
This is the fourth edition of our popular professional resource specifically tailored for non-insurance professionals, newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage. The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition, provides expert guidance on all key personal and business-related policies, including life, health, disability, social insurance, commercial property insurance, workers compensation, business umbrella, directors and officers liability, cyber liability, and much more. In this fully revised and updated edition, respected authors Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.; Kenneth W. Price; and Jesus M. Pedre provide proven, practical guidance you can apply immediately. Each chapter breaks down complex insurance information so that non-insurance professionals can understand the intricacies of the coverage offered by each product line, allowing planners to insure that their clients have the right type and amount of insurance for their risk profiles This edition delivers: Thirty-two newly updated chapters divided into five sections on the principles of risk and insurance; insurance company operations; personal and commercial insurance lines; life and health insurance planning needs; and commercial property & liability A new chapter on cyber insurance provides information on the most common types of cyber threats faced by businesses today, as well as coverage information about cyber insurance policies to help businesses decide which potential risks can be insured against A new section on commercial flood insurance details the options for how businesses can obtain flood coverage on the private market to protect against ever-more-common flood risks Newly updated materials on the National Flood Insurance Program (NFIP) for homeowners Updated content on personal and business auto policies, including coverage for ride-sharing activities Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies Additionally, the risk management techniques in this book are integrated with up-to-date tax and government insurance information so that planners can incorporate that information into their clients' insurance planning activities to avoid duplicate coverage and take advantage of potential tax savings that are available to individuals and businesses.
Author |
: O. Alfred Granum |
Publisher |
: |
Total Pages |
: 293 |
Release |
: 2001 |
ISBN-10 |
: 0872182754 |
ISBN-13 |
: 9780872182752 |
Rating |
: 4/5 (54 Downloads) |
Synopsis Building a Financial Services Clientele by : O. Alfred Granum