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eBooks

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  1. 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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  2. Directors and Officers Liability: Exposures, Risk Management and Coverage, 2nd Edition

    Directors and Officers Liability: Exposures, Risk Management and Coverage, 2nd Edition

    Starting at: $98.00

    This resource is the only comprehensive, yet targeted, publication covering both the exposures and risk management/insurance treatments in the area of directors, officers, and management liability.

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  3. Workers Compensation Guide: Coverage and Financing, 2nd Edition

    Workers Compensation Guide: Coverage and Financing, 2nd Edition

    Starting at: $98.00

    Covering everything from basic to complex concepts, this comprehensive guide enables you to handle all elements of workers compensation and employers liability insurance.

     

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  4. The Tools & Techniques of Life Insurance Planning, 5th edition

    The Tools & Techniques of Life Insurance Planning, 5th edition

    Starting at: $155.00

    The Tools & Techniques of Life Insurance Planning, 5th edition, is part of the popular Leimberg Library Series and delivers expert insight and the tools needed to utilize life insurance in the most effective ways.

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

    The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    $64.00

    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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  6. The Tools & Techniques of Estate Planning, 16th Edition

    The Tools & Techniques of Estate Planning, 16th Edition

    Starting at: $155.00

    The 16th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law.  It is completely updated, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.

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  7. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $155.00

    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. Guide to Captives and Alternative Risk Financing

    Guide to Captives and Alternative Risk Financing

    Starting at: $98.00

    The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

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  9. 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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  10. The Client Connection: How Advisors Can Build Bridges That Last

    The Client Connection: How Advisors Can Build Bridges That Last

    Starting at: $64.00

    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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