eBooks

Organized in a convenient Q&A format to speed you to the information you need, Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).

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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

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The Advisor’s Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.

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Insurance professionals, businessowners and human resource managers have a practical guide to understanding the increasingly important area of employment practices liability and the insurance coverages to protect against them. This book addresses the claims an employee can bring, risk management techniques to avoid or lessen the potentiality of a claim, and the insurance available to cover those claims. Learn More

Condominium Insurance Coverage Guide clearly identifies all key issues involved in assessing the insurance needs of condominium clients—whether they are individual unit owners or condominium associations. 

This edition covers:
- Condominium Association Coverage form CP 00 17 06 07
- Unit-owners form HO 00 06 10 00
- Association Directors & Officers exposures and coverage
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Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. 

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The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

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