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Welcome The Astwell Institute for Financial Education visitors!
The National Underwriter Company’s Tools & Techniques
Series builds the essential foundation of financial planning
skills. Each volume is packed with innovative tools and techniques
illustrating concepts in a format designed for learning.
Students Special Discounts!
Florida Continuing Education Provider Name: The
National Underwriter Company
Florida Continuing Education Provider ID Number: 363382
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Tools & Techniques of Employee Benefit & Retirement Planning
Tools & Techniques of Employee Benefit & Retirement Planning covers complex tax rules that experienced practitioners need—in simple language that makes the book ideal for students and for new advisors too. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.
Leimberg’s topic-specific sections and every-day language will translate into real-world intelligence. Discover cost-effective approaches to reaching common employer objectives. Gain coverage on more than 50 employee benefits plans that apply to all company sizes. Finally understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve. [ORDER] |
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The Tools & Techniques of Risk Management & Insurance
This comprehensive book provides the tools
and techniques needed to assess, quantify, and address the risks that
all businesses face. It explains the framework of the risk management
process, including a discussion of the latest thinking on Enterprise
Risk Management. It then discusses the tools that may be used to address
business exposures.
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The Tools & Techniques of
Estate Planning
Estate planning is complex – no two problems can be solved with
the same answer. This comprehensive book provides you with all the
tools and techniques you need to gain a practical, working knowledge
of estate planning to help you give your clients the best financial
security. Raise your proficiency in resourceful estate planning
including acquisition, preservation and distribution. And reap the
rewards that follow as you accomplish your client's tax and non-tax
objectives.[ORDER] |
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The Tools & Techniques of
Financial Planning
Reinforce the systematic approach your students need to clearly define and build upon the principles of Financial Planning as outlined in the CFP® Certification Examination Topics List. Students will access general steps/tools in the financial planning process as well as in-depth reviews of the various strategies in today's market. Case Appendix includes seven full-length case studies for immediate application with critical analysis.
8th Edition consists of sweeping changes
due to the Pension Protection Act of 2006 including: retirement
plans and IRAs; corporate-owned life insurance; long-term care
riders on annuities and life insurance contracts; charitable
distributions. Students will also benefit from expanded discussions
on special needs trusts; privacy and identity theft protections;
reverse mortgages, and funding strategies for education planning.[ORDER] |
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The Tools and Techniques of
Income Tax Planning
This book breaks down complex tax rules into key components with
examples and information, explaining them with attention to accuracy
and detail. Students will learn the latest trends in capital gains,
entity choice and retirement planning and find the
tools--deductions, tax compliance, accounting methods--and
techniques--conversion of income, stock option planning, and
charitable planning -- for successful income tax planning. It
includes the latest on: tax compliance, sole proprietorships, stock
option planning, passive activity and at-risk rules and charitable
contributions and deductions. For professors, Tools & Techniques
of Income Tax Planning provides classroom aides such as: an
instructor manual, outline, synopsis, objectives, PowerPoint
presentation, test bank and correlation table.
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The Tools and Techniques of
Investment Planning
The challenging topic of investment planning is tackled in a way
that allows students to turn information into real-world
intelligence. A host of formulas and numbers equip students better
than any other book on the market to construct sound investment
strategies. They will learn both the "why" and the "how" of
investment planning as well as the latest on: asset pricing models,
American depository receipts, commodity and single stock futures,
modern portfolio theory, hedging, and much more. For professors,
Tools & Techniques of Investment Planning provides all the
classroom aides and materials you need--including an instructor
manual, test bank, table of contents and correlation table.
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The Tools and Techniques of
Life Insurance Planning
Discover proven methods for determining a client’s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons.4th Edition consists of sweeping changes due to the COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. [ORDER] |
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Risk Management for
Financial Planners
Risk Management for Financial Planners has been written to provide students with the most comprehensive information available as relates to the CFP® Certification Examination. In combination with the Tools & Techniques of Life Insurance Planning, 100% of the CFP® Certification Examination Topics List is covered, bringing the most thorough and complete coverage of risk management and insurance to the classroom to date. For professors, Risk Management for Financial Planners provides all the classroom aides and materials you need—including an Instructor Manual, Test Bank, PowerPoint Slides, Correlation Table, and much more.
2nd Edition features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
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The Tools and Techniques of
Charitable Planning
Reap the rewards of the lucrative
charitable planning market with this must-have planning resource.
Harvest a new understanding of: why people give to charities; the
features and benefits of many charitable giving plans; and the
legislation that governs charitable giving.
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The Tools and Techniques of Practice Management
Tools & Techniques of Practice Management details the
steps you need to run your business smoothly and effectively giving you
more time to focus on your clients.
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The Process of
Financial Planning: Developing a Financial Plan
The
first and only publication of its kind, The Process of Financial
Planning: Developing a Financial Plan, provides a systematic
process for teaching students how to write financial plans.
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Tools & Techniques of Life
Insurance & Risk Management for Financial Planners Bundle
When partnered together, Tools & Techniques of
Life Insurance Planning and Risk
Management for Financial Planners achieve 100% correlation with
the CFP(R) Certification Examination
Topics List for Insurance and Risk Management.
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Certified
Financial Planner Board of Standards Inc. owns the marks of CFP®,
CERTIFIED FINANCIAL PLANNER ™ and CFP (with flame logo) ® in
the U.S., which it awards to individuals who successfully complete
initial and ongoing certification requirements.
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