Your Shopping cart is empty.

Shipping notice:

Due to the Holiday orders placed after 2:00 PM EST on Tuesday December 23rd  will not be processed until Monday, December 29th, 2014.

 

Financial Planning

Items 11 to 20 of 40 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4

List  Grid 

Set Ascending Direction
  1. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $215.00

    Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

    Learn More
  2. Risk Management for Financial Planners, 2nd Edition

    Risk Management for Financial Planners, 2nd Edition

    Starting at: $75.00

    Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
    Learn More
  3. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    Starting at: $120.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

    Learn More
  4. The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    Starting at: $95.00

    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

    Learn More
  5. The Tools & Techniques of Life Insurance Planning, 5th edition

    The Tools & Techniques of Life Insurance Planning, 5th edition

    Starting at: $155.00

    The Tools & Techniques of Life Insurance Planning, 5th edition, is part of the popular Leimberg Library Series and delivers expert insight and the tools needed to utilize life insurance in the most effective ways.

    Learn More
  6. 2015 Field Guide to Estate Planning, Business Planning & Employee Benefits

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

    $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.  

    Learn More
  7. 2015 Social Security & Medicare Facts

    2015 Social Security & Medicare Facts

    $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.

    Learn More
  8. 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.

    Learn More
  9. 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.

    Learn More
  10. 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.

    Learn More

Items 11 to 20 of 40 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4

List  Grid 

Set Ascending Direction