eBooks

Authoritative and easy-to-use, 2013 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices.
Often complex tax law and regulations are explained in clear, understandable language.  Pertinent planning points are provided throughout.

The 16^th 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.

An excellent resource for the sales leader, Breaking the Sales Barrier: How to Develop Million Dollar Producers 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.

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.

Covers all aspects of designing, funding, selling and administering nonqualified deferred compensation in light of the rules enacted under the American Jobs Creation Act of 2004 and IRS guidance and provides you with the tools you need to win and retain business in the executive compensation marketplace.

Discover how to build a world-class agency from the masters of the industry.

An all-inclusive guide on policy interpretation, forms, the latest changes, and practical application of coverage.

Homeowners Coverage Guide covers the most important aspects, and provides analysis, of the Insurance Services Office Homeowners form. It focuses on the 2011 ISO homeowners coverage form (effective in May 2011) and the 2008 AAIS homeowners forms.

2013 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.