eBooks

Every 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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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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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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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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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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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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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 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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