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Book Categories |
1 | An introduction to PPLI | 3 |
2 | Risk management : redefining safe harbors | 21 |
3 | Tax management : building wealth, reducing taxes | 31 |
4 | Asset protection : riches out of reach | 41 |
5 | Estate planning : when insurance tames taxes | 65 |
6 | Trust administration : the domestic advantage | 79 |
7 | Executive benefits : the plan that pays its way | 99 |
8 | Toward a more powerful portfolio | 107 |
9 | Who's afraid of hedge funds? | 125 |
10 | In search of skilled investment managers | 155 |
11 | Policy structure : the good, the bad, the ugly | 171 |
12 | Getting it right : a regulatory overview | 189 |
13 | Investment due diligence : beyond the questionnaire | 221 |
14 | Creating and administering an insurance-dedicated fund | 231 |
15 | Underwriting the policy | 257 |
16 | Understanding and comparing costs | 269 |
17 | Jurisdiction : home or away? | 285 |
18 | Making a place in private banking | 303 |
19 | The family office : a perfect fit | 313 |
Continuing education exam | 321 |
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