Your Shopping cart is empty.

eBooks

Items 41 to 50 of 59 total

per page
Page:
  1. 2
  2. 3
  3. 4
  4. 5
  5. 6

List  Grid 

Set Descending Direction
  1. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

    Learn More
  2. The Advisor’s Guide to Qualified Plans

    The Advisor’s Guide to Qualified Plans

    Starting at: $96.00

    As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. 

    The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

    Learn More
  3. Business Interruption: Coverage, Claims, and Recovery, 2nd Edition

    Business Interruption: Coverage, Claims, and Recovery, 2nd Edition

    Starting at: $125.00

    Business interruption claims are some of the most challenging that insurance professionals, risk managers, and business owners face. Preparing for, managing, and closing out a business interruption claim can be complicated and frustrating—and often ends in failure. Success requires that you understand accounting principles and are able to interpret coverage language that is sometimes indefinite. Learn More
  4. Income Tax Planning, 3rd Edition

    Income Tax Planning, 3rd Edition

    Starting at: $155.00

    Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
    Learn More
  5. How to Sell Disability Income Insurance

    How to Sell Disability Income Insurance

    Starting at: $64.00

    The key to better serving clients while increasing sales in the disability insurance market. Learn how to teach your clients about the options available, determine their needs, and choose products to meet those needs. Show your clients that they need more disabilty income protection than an employer can provide.

     

    Learn More
  6. Insuring to Value: Meeting a Critical Need

    Insuring to Value: Meeting a Critical Need

    Starting at: $60.00

    Insuring to Value: Meeting a Critical Need analyzes the need for correct valuation when binding and renewing homeowners insurance policies. It explains how valuation methods were improved after the industry focused on the serious undervaluation problem that was highlighted in the late 20th century.

    Learn More
  7. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Starting at: $78.00

    This guide presents a new model for helping clients achieve balanced and healthy financial lives-called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Learn More
  8. Retirement Income Planning

    Retirement Income Planning

    Starting at: $155.00

    Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. CE Filed.
    Learn More
  9. Women of Wealth

    Women of Wealth

    $55.00

    Harness a widely untapped market with the keys to attracting and retaining this successful client-base, written by a leading authority focused on the affluent market.

    Learn More
  10. Risk Management for Financial Planners, 2nd Edition

    Risk Management for Financial Planners, 2nd Edition

    Starting at: $75.00

    Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
    Learn More

Items 41 to 50 of 59 total

per page
Page:
  1. 2
  2. 3
  3. 4
  4. 5
  5. 6

List  Grid 

Set Descending Direction