Your Shopping cart is empty.

Financial Planning

Items 11 to 20 of 42 total

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

List  Grid 

Set Descending Direction
  1. 2016 Social Security & Medicare Kit

    2016 Social Security & Medicare Kit

    $172.00

    Today, retirement and financial planning professionals, attorneys, and CPAs all need a single authoritative, easy-to-use resource to help guide decisions related to Social Security and Medicare. The 2016 Social Security & Medicare Kit is that resource.

    The 2016 Social Security & Medicare Kit consists of the 2016 Social Security & Medicare Facts book–the essential Social Security & Medicare reference that enables you to easily answer your clients’ retirement planning questions –and the 2016 Social Security and Medicare Planners. These pocket planners are time-saving, practice-tested tools, enabling you to educate and motivate your clients.

    Learn More
  2. The Advisor’s Guide to the DOL Fiduciary Rule

    The Advisor’s Guide to the DOL Fiduciary Rule

    $139.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

    And for a limited time you can take advantage of special pre-publication pricing. Obtain The Advisor’s Guide to the DOL Fiduciary Rule for $139.00, instead of $169.00

    Learn More
  3. The Tools & Techniques of Income Tax Planning, 5th Edition

    The Tools & Techniques of Income Tax Planning, 5th 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.

    Learn More
  4. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Starting at: $82.00

    With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners.  The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money.

    Learn More
  5. The Investment Advisor’s Compliance Guide, 2nd Edition

    The Investment Advisor’s Compliance Guide, 2nd Edition

    $135.00

    Given the current activities of SEC and state securities regulators, as well as the changing business and communication landscapes, investment advisors today must keep current with developments affecting compliance at all levels and in all jurisdictions. The Investment Advisor’s Compliance Guide, 2nd Edition delivers a concise yet comprehensive explanation of the rules and how they affect the work you do on a daily basis—no matter where you’re registered. Learn More
  6. 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.

    Learn More
  7. 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.

    Learn More
  8. 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.

    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. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $170.00

    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

Items 11 to 20 of 42 total

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

List  Grid 

Set Descending Direction