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  1. 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
  2. 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.
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  3. 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.
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  4. Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats

    Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats

    $72.00

    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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  5. 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.

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  6. Growing within the Lines

    Growing within the Lines

    Starting at: $64.00

    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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  7. Problem Issues in CGL, 2nd Edition

    Problem Issues in CGL, 2nd Edition

    Starting at: $98.00

    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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  8. 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
  9. 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.

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  10. The Advisor’s Guide to Long-Term Care

    The Advisor’s Guide to Long-Term Care

    Starting at: $96.00

    We are entering a new era in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients.

    The Advisor’s Guide to Long-Term Care is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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