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Financial Planning

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  1. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Starting at: $78.00

    This guide presents a new model for helping clients achieve balanced and healthy financial lives-called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Learn More
  2. The Cutting Edge In Financial Services

    The Cutting Edge In Financial Services

    $39.99

    Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today.  With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike.

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  3. The Wedge for Financial Advisors

    The Wedge for Financial Advisors

    Starting at: $64.00

    The Wedge for Financial Advisors offers a powerful, proven technique to distinguish you from the incumbent advisor and help you increase your sales and win new business. It begins with a single truth most clients do not want to be sold, they want to buy.

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  4. Growing within the Lines

    Growing within the Lines

    Starting at: $64.00

    A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.

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  5. Retirement Income Planning

    Retirement Income Planning

    Starting at: $155.00

    Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. CE Filed.
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  6. The Advisor’s Guide to Group Life and AD&D Insurance

    The Advisor’s Guide to Group Life and AD&D Insurance

    Starting at: $96.00

    This resource serves the needs of veteran group insurance underwriters, producers, and sales staff—as well as those new or looking to enter the market. No other reference covers the issues of group term life and AD&D Insurance exclusively-or this extensively.

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  7. The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

    The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

    $230.00

    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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  8. Life Settlement Planning

    Life Settlement Planning

    Starting at: $155.00

    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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  9. Charitable Planning, 2nd Edition

    Charitable Planning, 2nd Edition

    Starting at: $155.00

    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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  10. Income Tax Planning, 3rd Edition

    Income Tax Planning, 3rd Edition

    Starting at: $155.00

    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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