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Financial Planning

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  1. 2016 Tax Facts on Individuals & Small Business

    2016 Tax Facts on Individuals & Small Business

    $142.00

    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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  2. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $297.00

    Obtain the three Tax Facts Editions: 2016 Tax Facts on Insurance & Employee Benefits, 2016 Tax Facts on Investments, and 2016 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $129!  The 2016 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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  3. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    $254.00

    Obtain 2016 Tax Facts on Insurance & Employee Benefits and 2016 Tax Facts on Investments with the convenience of a single order and save $30!  The 2016 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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  4. 2016 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2016 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $142.00

    2016 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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  5. The Tools & Techniques of Charitable Planning, 3rd Edition

    The Tools & Techniques of Charitable Planning, 3rd Edition

    Starting at: $170.00

    This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.

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  6. The Advisor’s Guide to Long-Term Care, 2nd Edition

    The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  7. The Advisor’s Guide to Qualified Plans

    The Advisor’s Guide to Qualified Plans

    Starting at: $96.00

    As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. 

    The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

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  8. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

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  9. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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  10. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $170.00

    Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients.  

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