Your Shopping cart is empty.

Financial Planning

Items 21 to 30 of 41 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

List  Grid 

Set Ascending Direction
  1. 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.

    Learn More
  2. The Tools & Techniques of Charitable Planning, 3rd Edition

    The Tools & Techniques of Charitable Planning, 3rd Edition

    $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
  3. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

    Starting at: $100.00

    2014 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, business planning and employee benefits planning.  

    Learn More
  4. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

    Learn More
  5. The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    Starting at: $106.00

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition, is a comprehensive, but user-friendly resource that makes it easier than ever to create plans and maintain compliance in this highly regulated and increasingly complex area. It is the one source that fully cited to all relevant authorities, including the IRC, the ASC, and key case law.

    Learn More
  6. Guide to Captives and Alternative Risk Financing

    Guide to Captives and Alternative Risk Financing

    Starting at: $98.00

    The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

    Learn More
  7. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $155.00

    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.  

    Learn More
  8. The Tools & Techniques of Financial Planning, 10th Edition

    The Tools & Techniques of Financial Planning, 10th Edition

    Starting at: $155.00

    The Tools & Techniques of Financial Planning, 10th 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.

    Learn More
  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.

    Learn More
  10. 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.

    Learn More

Items 21 to 30 of 41 total

per page
Page:
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

List  Grid 

Set Ascending Direction