eBooks

We are entering a new era in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients.

The Advisor’s Guide to Long-Term Care is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. 

The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

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Business interruption claims are some of the most challenging that insurance professionals, risk managers, and business owners face. Preparing for, managing, and closing out a business interruption claim can be complicated and frustrating—and often ends in failure. Success requires that you understand accounting principles and are able to interpret coverage language that is sometimes indefinite. Learn More

An outstanding cast of authors walks the reader through some of the toughest situations faced in Commercial general Liability. This thought provoking book provides solutions to the most encountered problems in commercial general liability.
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With Business Auto Policy Coverage Guide, insurance professionals have a solid book to refer to when coverage questions and other issues surrounding business auto exposures arise. Business Auto Policy coverage is essential for the business on the move. This guide helps you interpret the standard policy most often used to insure commercial automobile risks and provides all the answers you'll need.
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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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Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
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The key to better serving clients while increasing sales in the disability insurance market. Learn how to teach your clients about the options available, determine their needs, and choose products to meet those needs. Show your clients that they need more disabilty income protection than an employer can provide.

 

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Insuring to Value: Meeting a Critical Need analyzes the need for correct valuation when binding and renewing homeowners insurance policies. It explains how valuation methods were improved after the industry focused on the serious undervaluation problem that was highlighted in the late 20th century.

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