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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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Tools
and Techniques of Employee Benefit & Retirement Planning
This is the most extensive, up-to-date
guide on employee benefit and retirement planning available. Tools
and Techniques of Employee Benefit & Retirement Planning covers
practical and technical information on more than 40 employee benefits
for current and retired employees. Find detailed information on plan
design features, plan tax implications, what each type of plan involves,
and where plans should be used.
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Tools and 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.
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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 Financial
Planning
Retirement planning has been reformed.
There are plenty of new education funding incentives. And estate repeal
is on the horizon. Count on The Tools & Techniques of Financial
Planning, 7th Edition for the latest changes into today’s planning
strategies.
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The Tools and Techniques of
Life Insurance Planning
This comprehensive guide makes it easier
than ever to convince your clients of the benefits of life insurance and
keep them coming back. The 3rd Edition of The Tools and Techniques of
Life Insurance Planning helps planners match clients with the life
insurance products that meet their financial objectives, create wealth,
and provide tax advantages.
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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 Income
Tax Planning
Following the CFP® curriculum, Tools
& Techniques of Income Tax Planning
contains current
rates and strategies needed to bring an income tax plan up-to-date.
You will also learn the latest trends in capital gains,
entity choice and retirement planning.
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The Tools and Techniques of Investment Planning & KEIR
Supplemental Materials Bundle
Combine this Tools & Techniques
textbook with KEIR’s supplemental materials and you’ll get the
authoritative content and reinforcing self-assessment materials you need
to pass the Investment portion of the CFP® Certification Examination.
Following the CFP® curriculum, Tools &
Techniques of Investment Planning contains the latest ways to
build sound investment strategies for your clients while KEIR’s study
materials give you the ability to test your knowledge prior to taking
the exam.
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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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Tools & Techniques of Life Insurance Planning & 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® Certification Examination Topics
List for Insurance and Risk Management.
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