eBooks

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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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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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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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

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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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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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