eBooks
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Life Settlement Planning
Starting at: $145.00
Gain expertise in a niche market that is projected to grow at least $15 billion per year. Life Settlement Planning is a comprehensive, practical guide covering the entire spectrum of the life settlement business.
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Risk Management for Financial Planners, 2nd Edition
Starting at: $70.00
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.
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Retirement Income Planning
Starting at: $145.00
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.
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Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
Starting at: $75.00
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 -
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.
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How to Sell Disability Income Insurance
Starting at: $60.00
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.
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Income Tax Planning, 3rd Edition
Starting at: $145.00
Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
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The Client Connection: How Advisors Can Build Bridges That Last
$60.00Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.
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Business Auto Policy Coverage Guide, 3rd Edition
Starting at: $96.00
With Business Auto Policy Coverage Guide, insurance professionals have a solid book to refer to when coverage questions and other issues surrounding business auto exposures arise. Business Auto Policy coverage is essential for the business on the move. This guide helps you interpret the standard policy most often used to insure commercial automobile risks and provides all the answers you'll need.
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Problem Issues in CGL, 2nd Edition
Starting at: $96.00
An outstanding cast of authors walks the reader through some of the toughest situations faced in Commercial general Liability. This thought provoking book provides solutions to the most encountered problems in commercial general liability.
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