Obtain both Estate Planning and Estate Planning for Modern Families with the convenience of a single order and save $11! This powerful combination of resources provides insights, tools, and techniques for helping clients preserve their assets under current law and for issues unique to modern and blended families, including the effect of the Supreme Court’s ruling in Windsor with same-sex marriage scenarios.Learn More
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.Learn More
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.Learn More
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.Learn More
The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex. And Social Security and Medicare are important components of a retirement plan.
The greatly enhanced 2017 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.Learn More
Today, retirement and financial planning professionals, attorneys, and CPAs all need a single authoritative, easy-to-use resource to help guide decisions related to Social Security and Medicare. The 2016 Social Security & Medicare Kit is that resource.
The 2016 Social Security & Medicare Kit consists of the 2016 Social Security & Medicare Facts book–the essential Social Security & Medicare reference that enables you to easily answer your clients’ retirement planning questions –and the 2016 Social Security and Medicare Planners. These pocket planners are time-saving, practice-tested tools, enabling you to educate and motivate your clients.Learn More
Starting at: $140.00
Principles of Estate Planning, 2nd Edition covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.Learn More
The Advisor’s Guide to Annuities, 4th Edition/The Advisor’s Guide to Long-Term Care, 2nd Edition COMBO$106.00
During the month of July, obtain BOTH The Advisor’s Guide to Annuities, 4th Edition and The Advisor’s Guide to Long-Term Care, 2nd Edition for just $106 – a 50% discount. The Advisor’s Guide to Annuities enables you to keep pace with the many rules, regulations, and standards governing annuities. And The Advisor’s Guide to Long-Term Care helps you start the long-term care conversation with your clients, recommend the right long-term care insurance solution, and close the sale.Learn More
Starting at: $170.00
The 17th 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 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.Learn More