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Financial Planning

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  1. 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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  2. 2016 Retirement Plans Facts

    2016 Retirement Plans Facts

    $142.00

    As retirement plans continue to increase in variety and complexity, professionals need comprehensive — yet clear coverage of the real-world issues that arise daily in connection with both qualified and nonqualified retirement plans.

    With more than 600 retirement plans questions asked and answered, 2016 Retirement Plans Facts provides proven and practical guidance in this changing arena.  Coverage includes:

    -          401(k) Plans

    -          Defined Benefit Plans

    -          Defined Contribution Plans

    -          Distribution Rules

    -          Fiduciary Responsibilities

    -          Mergers & Acquisitions

    -          Nondiscrimination Testing

    -          Plan-Owned Life Insurance

    -          Plans for Nonprofits

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

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

    Starting at: $165.00

    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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  4. 2015 Tax Facts on Insurance & Employee Benefits/2015 Tax Facts on Investments/2015 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2015 Tax Facts on Insurance & Employee Benefits/2015 Tax Facts on Investments/2015 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $297.00

    Obtain the three Tax Facts Editions: 2015 Tax Facts on Insurance & Employee Benefits, 2015 Tax Facts on Investments, and Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $99!  The 2015 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

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  5. 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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  6. 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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  7. 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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  8. 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.

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  9. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $165.00

    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.  

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  10. Guide to Captives and Alternative Risk Financing

    Guide to Captives and Alternative Risk Financing

    Starting at: $98.00

    The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

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