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eBooks

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  1. Building the Master Agency: The System is the Solution

    Building the Master Agency: The System is the Solution

    $65.00

    Discover how to build a world-class agency from the masters of the industry.

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  2. RainMaker

    RainMaker

    Starting at: $39.95

    The RainMaker introduces a proven way to find and develop lasting relationships with clients. It will help advisors discover the six critical traits of the Elite 1200, those who consistently make a million dollars a year. Learn the secret to sourcing new affluent clients with this detailed, empirically-derived process that has been developed, refined, and perfected in the trenches.

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  3. The Advisor’s Guide to Group Life and AD&D Insurance

    The Advisor’s Guide to Group Life and AD&D Insurance

    Starting at: $96.00

    This resource serves the needs of veteran group insurance underwriters, producers, and sales staff—as well as those new or looking to enter the market. No other reference covers the issues of group term life and AD&D Insurance exclusively-or this extensively.

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  4. The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    $70.00

    Finally, a single, easily readable source from soup to nuts telling you why and how to get into advanced markets. Learn in one reading what it would take you years to figure out on your own.

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  5. Retirement Income Planning

    Retirement Income Planning

    $170.00

    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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  6. Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Starting at: $70.00

    Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

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  7. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $170.00

    Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients.  

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  8. National Underwriter Sales Essentials (Life & Health): Prospecting

    National Underwriter Sales Essentials (Life & Health): Prospecting

    Starting at: $14.95

    The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales.

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  9. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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  10. National Underwriter Sales Essentials (Property & Casualty): Red Hot Introductions

    National Underwriter Sales Essentials (Property & Casualty): Red Hot Introductions

    Starting at: $19.95

    This fast-paced book will show you how to transform typical referrals into rejection-proof “red hot introduction."

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