eBooks

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

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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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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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.

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The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. 

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Condominium Insurance Coverage Guide clearly identifies all key issues involved in assessing the insurance needs of condominium clients—whether they are individual unit owners or condominium associations. 

This edition covers:
- Condominium Association Coverage form CP 00 17 06 07
- Unit-owners form HO 00 06 10 00
- Association Directors & Officers exposures and coverage
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Insurance professionals, businessowners and human resource managers have a practical guide to understanding the increasingly important area of employment practices liability and the insurance coverages to protect against them. This book addresses the claims an employee can bring, risk management techniques to avoid or lessen the potentiality of a claim, and the insurance available to cover those claims. Learn More