Tools & Techniques of Life Insurance Planning
$90.00
Order Processing Time
All orders placed on our website are processed within 2-4 business days, from Monday to Friday, 8:00 AM – 6:00 PM Pacific Time (PT). Orders received after our daily cut-off time of 10:00 PM PT will be processed on the next business day. Please note that we do not process orders on weekends or public holidays.
Shipping Methods and Carriers
Zetlly partners exclusively with reputable shipping carriers to ensure timely delivery of your orders. We utilize:
-
FedEx
-
UPS
-
USPS
The choice of carrier is determined by factors such as destination, weight, and delivery timeframe to provide optimal service.
Shipping Rates and Fees
-
Free shipping is provided for all orders over $199.
-
Orders under $199 will incur a flat-rate shipping fee of $7.99.
-
All orders shipped within the United States will be subject to a sales tax charge of 5%.
Estimated Delivery Time
Once shipped, orders typically arrive within 6 to 10 business days. Our delivery times are from Monday to Friday, 8:00 AM – 6:00 PM Pacific Time (PT). Please allow additional time for deliveries to remote or rural locations.
Shipping Restrictions
Zetlly currently ships exclusively within the United States. At present, we do not offer international shipping or deliveries to P.O. boxes or APO/FPO addresses. Orders placed with addresses outside our designated delivery areas will be canceled, and refunds will be processed accordingly.
Tracking Your Order
Upon shipment, customers will receive a confirmation email containing tracking information. You can track your order directly through the provided tracking link or by visiting the carrier’s official website:
Please allow up to 48 hours for tracking information to update in the carrier’s system.
Eligibility for Returns and Exchanges
We accept returns and exchanges within 30 days from the date your order is delivered. Items must be unused, in the original condition, and accompanied by the original packaging and receipt or proof of purchase.
How to Return or Exchange an Item
To initiate a return or exchange, please follow these steps:
-
Contact our customer support at contact@zetlly.com with your order number and reason for return or exchange.
-
Our team will respond within 24 hours to provide detailed instructions, including the specific Return Address for your shipment.
-
Package your item securely and include all original packaging and proof of purchase.
Return shipments should be sent to: Blanq LLC 1201 South Hope Street Apt 2413, Los Angeles, CA 90015, USA
Return Conditions
-
Items must be returned in their original condition, unworn, undamaged, and complete with all original packaging and documentation.
-
Items returned without prior authorization or not meeting the above conditions may not qualify for a refund or exchange.
Return Shipping Costs
Customers are responsible for return shipping costs unless the return is due to our error or a defective product. We recommend using a trackable shipping service to ensure your return reaches us safely.
Non-Returnable Items
The following items cannot be returned:
-
Digital products (e-books or downloadable content)
-
Personalized or customized items
-
Gift cards
Accepted Payment Methods
Zetlly accepts the following secure and widely trusted payment options:
-
PayPal: Easily pay through your PayPal account, benefiting from secure transactions and buyer protection.
-
Stripe: Pay securely using major credit and debit cards including Visa, MasterCard, American Express, and Discover via Stripe’s encrypted payment gateway.
Payment Security
At Zetlly, your security is our utmost priority. We utilize advanced encryption technologies and robust security protocols provided by PayPal and Stripe. All payment information entered on our site is encrypted using Secure Socket Layer (SSL) technology, ensuring your financial information remains private and secure throughout the transaction process.
Zetlly does not store any credit card or sensitive financial information directly on our servers, further enhancing the security and protection of your personal data.
Payment Process and Confirmation
Upon placing an order, your chosen payment method (PayPal or Stripe) will immediately process the transaction. You will receive an automated confirmation email shortly after your payment has been successfully completed, detailing your transaction and order summary.
Please retain this confirmation email for your records and reference in case of any inquiries or disputes.
Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout.
Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. 4th Edition offers expanded reviews of the latest: Life settlements & insurable interest Assets held by variable life insurance or variable annuities Income & transfer tax consequences of life insurance Variable annuities versus mutual funds New split dollar regulations for old & new arrangements always matching product to problem with revised formulas, worksheets and rules of thumb! Guides through the process of evaluating existing life insurance plans and formulating new strategies. Provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. Some techniques examined: buy-sell agreements; charitable planning; death benefit only plans; qualified/nonqualified plans; IRC Section 162 plans; key employee life insurance; roles of revocable and irrevocable trusts. Authors simplify by defining Tools & Techniques; indicating when to use; analyzing advantages/disadvantages; identifying tax implications; addressing alternatives; calculating fees or other acquisition costs involved; selecting best client-based plans. The appendices consist of technical explanations of: generation skipping transfer taxation; treatment of modified endowment contracts and IRC Section 1035 exchanges; benefits income taxation; transfer for value rule. Newly Revised delivering sweeping changes from COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. Life Insurance, PACE, and CFP� CE Filed. Chapters to feature: the top 12 How to Estimate the Insurance Need Legal Aspects of Life Insurance Variable and Variable Universal Life Irrevocable Life Insurance Trusts Key Employee Life Insurance Accelerated Death Benefits and Viatical Settlements Survivorship Life Buy-Sell Agreements Life Insurance in Qualified Plans Section 162 Plans Death Benefit Only (DBO) Plans Special Policy Provisions and Riders Delivers value at any knowledge level introductory, overview & review!Tools & Techniques of Life Insurance Planning 4th Edition is written by Stephan Leimberg and published by The National Underwriter Company. ISBNs for Tools & Techniques of Life Insurance Planning are 9781938130069, 1938130065 and the print ISBNs are 9780872189331, 0872189333.
Related products
New Arrivals
New Arrivals
New Arrivals
New Arrivals