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eBooks

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  1. 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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  2. Personal Lines Unlocked: The Key to Personal Lines Underwriting

    Personal Lines Unlocked: The Key to Personal Lines Underwriting

    $90.00

    This book covers personal lines exposure analysis and underwriting for both agents and underwriters. 

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  3. Closing the Gap: A Model for Commercial Underwriting

    Closing the Gap: A Model for Commercial Underwriting

    Starting at: $84.00

    This book explains how analyzing gaps during the underwriting process can lead to better coverage, higher profitability, and better managed accounts.

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  4. Working With LLCs and FLPs: A Practitioner's Guide to Limited Liability Companies and Family Limited Partnerships

    Working With LLCs and FLPs: A Practitioner's Guide to Limited Liability Companies and Family Limited Partnerships

    $70.00

    This book is the most comprehensive, easy-to-read discussion of LLCs and FLPs you'll find anywhere. This edition will help you effectively address the insurance needs of LLCs and FLPs--from estate planning and mergers to valuation and benefits planning. Includes an entire new chapter on obtaining discounts for estate tax purposes, as well as new information on valuation, partnerships, and case analysis.

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  5. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    Starting at: $130.00

    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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  6. Employment Practices Liability: Guide to Risk Exposures and Coverage, 2nd Edition

    Employment Practices Liability: Guide to Risk Exposures and Coverage, 2nd Edition

    Starting at: $98.00

    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
  7. Condominium Insurance Coverage Guide

    Condominium Insurance Coverage Guide

    Starting at: $98.00

    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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  8. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    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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  9. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    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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  10. The Advisor’s Guide to Qualified Plans

    The Advisor’s Guide to Qualified Plans

    Starting at: $96.00

    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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Items 31 to 40 of 56 total

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