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Employee Benefits

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  1. Group Benefits Disability Specialist Designation

    Group Benefits Disability Specialist Designation

    $599.00

    Too many Americans overlook the importance of protecting their most valuable asset —the ability to earn an income. As such, the role of insurance agents and advisors who focus on Disability benefits is vital to the financial security of their clients. To distinguish yourself in the Group Benefits Disability arena, consider the value of earning the GBDS Group Benefits Disability Specialist designation.
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  2. 2017 Health Savings Accounts Facts

    2017 Health Savings Accounts Facts

    $156.00

    A High Deductible Health Insurance Plan (HDHP) combined with a Health Savings Account (HSA) saves employers significant amounts of money on health insurance premiums.  This advantage, along with many tax benefits for employees, has led to an explosion in the number of Health Savings Accounts.  Turn to the new 2017 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.

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  3. 2017 Healthcare Reform Facts

    2017 Healthcare Reform Facts

    $162.00

    If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult.

    The fully updated 2017 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.

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  4. 2017 ERISA Facts

    2017 ERISA Facts

    $365.00

    It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws.  Providing answers to more than 800 ERISA-related questions, 2017 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.   

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  5. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $309.00

    Obtain the three Tax Facts Editions: 2017 Tax Facts on Insurance & Employee Benefits, 2017 Tax Facts on Investments, and 2017 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $147!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

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  6. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    $270.00

    Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save $34!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  7. 2017 Tax Facts on Insurance & Employee Benefits

    2017 Tax Facts on Insurance & Employee Benefits

    $152.00

    Authoritative and easy-to-use, 2017 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.

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  8. 2017 Tax Facts on Individuals & Small Business

    2017 Tax Facts on Individuals & Small Business

    $152.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules.  It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.

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  9. 2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2017 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $152.00

    2017 Field Guide 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, retirement planning, business planning and employee benefits planning.  

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  10. The Advisor’s Guide to the DOL Fiduciary Rule

    The Advisor’s Guide to the DOL Fiduciary Rule

    $169.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

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