eBooks

This is the most complex guide specific to variable annuities.  Review the features and characteristics of variable annuities, their income and transfer taxation, and market approach strategies.

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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.
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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.
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Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
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Target Market Series: Truckers is a valuable asset to insurance and risk management professionals who are looking for exposure, risk management, and insurance information that is focused solely on the trucking industry.

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Consultative Brokerage®: A Value Strategy is based on real life production success and client retention. Practical, workable, and highly profitable techniques make this book a must have for any producer, sales manager, seasoned broker, or insurance company professional. Learn More

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.

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This is a must-have resource for the risk manager, facilities manager, safety and loss control specialist or business owner who wants to successfully manage the new risks and potential consequences for businesses in today s environment.

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With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level.

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