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eBooks

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  1. 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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  2. 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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  3. 2014 ERISA Facts

    2014 ERISA Facts

    Starting at: $215.00

    It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws.  Providing answers to more than 800 ERISA-related questions, 2014 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.  

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  4. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    Starting at: $100.00

    2014 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without.  It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.  

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  5. 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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  6. 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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  7. 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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  8. National Underwriter Sales Essentials (Property & Casualty): Breaking the Sales Barrier

    National Underwriter Sales Essentials (Property & Casualty): Breaking the Sales Barrier

    Starting at: $29.95

    An excellent resource for the sales leader, Breaking the Sales Barrier captures and explains the critical elements necessary to manage producers so that they can join the elite of the sales force. This "how to" book is filled with the tools that agency owners and sales managers need to develop a winning sales culture—and what producers need to embrace it.

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  9. National Underwriter Sales Essentials (Property & Casualty): The Wedge

    National Underwriter Sales Essentials (Property & Casualty): The Wedge

    Starting at: $39.95

    The Wedge offers a powerful, proven technique to distinguish you from the incumbent agent and help you  increase your sales and win new business. Learn More
  10. Tools & Techniques of Risk Management & Insurance

    Tools & Techniques of Risk Management & Insurance

    Starting at: $155.00

    Delivers fundamentals of risk management as a means to complement, benefit, and promote all areas of business planning. With focus on relevant risk management basics, discover that the process involves more than the core activities of making and growing clients’ assets. The planning process consists of proactively uncovering wealth preservation objectives specific to needs today’s practitioner faces. Insurance, PACE, and CFP®CE Filed.  Learn More

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