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Financial Planning

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  1. 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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  2. 2015 Tax Facts on Insurance & Employee Benefits/2015 Tax Facts on Investments – Book Combo

    2015 Tax Facts on Insurance & Employee Benefits/2015 Tax Facts on Investments – Book Combo

    $240.00

    Obtain 2015 Tax Facts on Insurance & Employee Benefits and 2015 Tax Facts on Investments with the convenience of a single order and save $24!  The 2015 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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  3. The Tools & Techniques of Charitable Planning, 3rd Edition

    The Tools & Techniques of Charitable Planning, 3rd Edition

    Starting at: $165.00

    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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  4. The Tools & Techniques of Income Tax Planning, 4th Edition

    The Tools & Techniques of Income Tax Planning, 4th Edition

    Starting at: $165.00

    This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

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  5. 2015 Field Guide to Estate Planning, Business Planning & Employee Benefits

    2015 Field Guide to Estate Planning, Business Planning & Employee Benefits

    Starting at: $132.00

    2015 Field Guide to Estate Planning 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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  6. 2015 Social Security & Medicare Facts

    2015 Social Security & Medicare Facts

    Starting at: $148.00

    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 2015 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.

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  7. 2015 Tax Facts on Individuals & Small Business

    2015 Tax Facts on Individuals & Small Business

    Starting at: $132.00

    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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  8. 2015 Tax Facts on Investments

    2015 Tax Facts on Investments

    Starting at: $132.00

    2015 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments.  Pertinent planning points are provided throughout.

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  9. The Tools & Techniques of Life Insurance Planning, 6th edition

    The Tools & Techniques of Life Insurance Planning, 6th edition

    Starting at: $165.00

    The Tools & Techniques of Life Insurance Planning, 6th Edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated.

    This fully revised edition serves as a foundation for life insurance planning and is the most comprehensive resource discussing life insurance products (the "Tools"), as well as the purposes they serve (the "Techniques").

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  10. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $165.00

    The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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