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Retirement, Taxes, Other Concepts (ID-Life)

Insurable Interest and Determining Amount

Insurable Interest
Suitability
Determining Amount of Life Insurance
Human Life Value Approach
Needs Approach

Personal Uses of Life Insurance

Survivor Protection
Estate Creation
Liquidity
Estate Conservation

Business Uses of Life Insurance

Key Person
Change of Insured Provision
Executive Bonuses
Buy-Sell Funding
Group Life

Life Settlements

Assignment Clause
Stranger-Owned
Viatical Settlement
Life Settlement
STOLI

Life Insurance Taxes

Premiums
Cash Value Increases
Dividends
Policy Loans
Death Benefits
Life Settlements
Withdrawals: FIFO or LIFO?
Surrenders

MECs
MEC Tax Consequences

Social Security Benefits

Source
Social Security
Types of Benefits
Social Security Credits
Full Retirement Age
Early Retirement
Delayed Retirement Credits
Disability Benefits
Family Benefits
Survivors Benefits
Family Maximum
Supplemental Security Income (SSI)

Qualified Plans

What is a Nonqualified Plan?
What is a Qualified Plan?
Qualified Plan Requirements
Qualified Plan Withdrawals

Qualified Plan Types

Types of Qualified Plans
Self-Employed Plans
SIMPLE Plans
Simplified Employee Pensions (SEPs)
401(k) Plans
403(b) Plans

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