eBooks
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The Wedge for Financial Advisors
Starting at: $60.00
The Wedge for Financial Advisors offers a powerful, proven technique to distinguish you from the incumbent advisor and help you increase your sales and win new business. It begins with a single truth most clients do not want to be sold, they want to buy.
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Building A Financial Services Clientele, 11th Edition
Starting at: $98.00
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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The Wedge: How To Stop Selling and Start Winning
Starting at: $60.00
The Wedge offers a powerful, proven technique to distinguish you from the incumbent agent and help you increase your sales and win new business. Learn More -
The Annuity Handbook, 4th Edition
$55.00The easy-to-understand format and writing style has earned The Annuity Handbook a nickname of “Annuities 101” in financial circles. Learn More -
Tools & Techniques of Investment Planning, 2nd Edition
Starting at: $145.00
Tools & Techniques of Investment Planning demonstrates investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account today's changes. Newer topics include: exchange-traded funds; free cash flow to the firm; commodity and single-stock futures. Learn More -
Growing within the Lines
Starting at: $60.00
A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.
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Cyber Liability and Insurance: Managing the Risks of Intangible Assets
Starting at: $96.00
This book is designed to provide information and guidance to employees of all levels looking for ways to best handle the ever-changing and emerging world of intellectual property, its related issues, and associated risk management concerns.
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Consultative Brokerage: A Value Strategy
Starting at: $68.00
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 -
Target Market Series: Truckers
Starting at: $82.00
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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Charitable Planning, 2nd Edition
Starting at: $145.00
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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