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Financial Planning

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  1. 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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  2. The Advisor’s Guide to Annuities, 4th Edition

    The Advisor’s Guide to Annuities, 4th Edition

    Starting at: $106.00

    There are more rules affecting annuities now than ever before.  This latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities enables you to avoid pitfalls by providing need-to-know coverage of these key topics: “source of funds” issue; the value of annuitization; structured product-based variable annuities; full update on the Neasham case; QLAC regulations; and much more. 

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  3. The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    $318.00

    Obtain both Estate Planning and Estate Planning for Modern Families with the convenience of a single order and save $11!  This powerful combination of resources provides insights, tools, and techniques for helping clients preserve their assets under current law and for issues unique to modern and blended families, including the effect of the Supreme Court’s ruling in Windsor with same-sex marriage scenarios.

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  4. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $170.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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  5. The Advisor’s Guide to Annuities, 4th Edition/The Advisor’s Guide to Long-Term Care, 2nd Edition COMBO

    The Advisor’s Guide to Annuities, 4th Edition/The Advisor’s Guide to Long-Term Care, 2nd Edition COMBO

    $106.00

    During the month of July, obtain BOTH The Advisor’s Guide to Annuities, 4th Edition and The Advisor’s Guide to Long-Term Care, 2nd Edition for just $106 – a 50% discount.  The Advisor’s Guide to Annuities enables you to keep pace with the many rules, regulations, and standards governing annuities.  And The Advisor’s Guide to Long-Term Care helps you start the long-term care conversation with your clients, recommend the right long-term care insurance solution, and close the sale.

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

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $170.00

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

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

    Starting at: $170.00

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

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

    Starting at: $170.00

    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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  9. 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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  10. 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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