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Financial Planning

Items 31 to 40 of 40 total

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  1. 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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  2. The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    Starting at: $100.00

    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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  3. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    Starting at: $135.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

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  4. Risk Management for Financial Planners, 2nd Edition

    Risk Management for Financial Planners, 2nd Edition

    Starting at: $75.00

    Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
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  5. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $235.00

    Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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  6. Life Settlement Planning

    Life Settlement Planning

    Starting at: $170.00

    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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  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

    $240.00

    When partnered together, The Tools & Techniques of Life Insurance Planning, 6th 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. 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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  9. The Client Connection: How Advisors Can Build Bridges That Last

    The Client Connection: How Advisors Can Build Bridges That Last

    $70.00

    Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

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  10. 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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Items 31 to 40 of 40 total

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