Financial Planning

When partnered together, The Tools & Techniques of Life Insurance Planning, 5th edition, and Tools & Techniques of Risk Management for Financial Planners, 2nd edition, provide comprehensive coverage of risk management and insurance – from health, disability, and long-term care insurance to property & casualty insurance for individuals and businesses.

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Gain expertise in a niche market that is projected to grow at least $15 billion per year. Life Settlement Planning is a comprehensive, practical guide covering the entire spectrum of the life settlement business.
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Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
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Tools & Techniques of Investment Planning demonstrates investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account today's changes. Newer topics include: exchange-traded funds; free cash flow to the firm; commodity and single-stock futures. Learn More

Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
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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.

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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.
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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.

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Organized in a convenient Q&A format to speed you to the information you need, Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).

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