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Financial Planning

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  1. The Advisor’s Guide to Qualified Plans

    The Advisor’s Guide to Qualified Plans

    Starting at: $96.00

    As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans. 

    The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

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  2. Tax Facts on Individuals & Small Business

    Tax Facts on Individuals & Small Business

    Starting at: $120.00

    Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. 

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  3. The Advisor’s Guide to 401(k) Plans, 2014 Edition

    The Advisor’s Guide to 401(k) Plans, 2014 Edition

    Starting at: $106.00

    You get everything you need—from 401(k) Plan creation through compliance to correction—right at your fingertips.  Every retirement financial, benefits, and pension planning professional working with 401(k) Plans will benefit from the time-saving expert guidance in The Advisor’s Guide to 401(k) Plans.

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  4. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $155.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  5. The Tools & Techniques of Investment Planning, 3rd Edition

    The Tools & Techniques of Investment Planning, 3rd Edition

    Starting at: $155.00

    The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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  6. 2014 Field Guide to Financial Planning

    2014 Field Guide to Financial Planning

    Starting at: $120.00

    Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.

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  7. 2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    2014 Field Guide to Estate Planning, Business Planning & Employee Benefits/Field Guide to Financial Planning – Book Combo

    $230.00

    Obtain both editions of 2014 Field Guide with the convenience of a single order and save $10!  The 2014 Field Guide books provide you with the concepts, techniques, analysis, illustrations and authoritative guidance used in estate, business, financial, and employee benefits planning. Numerous presentation tools and illustrations enable you to present the concepts simply and understandably to your clients.

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  8. 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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  9. 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

    $299.00

    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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  10. The Advisor’s Guide to Commercial Real Estate Investment

    The Advisor’s Guide to Commercial Real Estate Investment

    Starting at: $125.00

    The Advisor’s Guide to Commercial Real Estate Investment is the only single volume A-Z guide to commercial real estate investment available today.  It is an invaluable resource for anyone advising investors as well as for those seeking to increase their knowledge of real estate finance.

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