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

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

    $135.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third 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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  2. 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
  3. 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

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  4. 2016 ERISA Facts

    2016 ERISA Facts

    $262.00

    It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws.  Providing answers to more than 800 ERISA-related questions, 2016 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.  

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  5. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments – Book Combo

    $254.00

    Obtain 2016 Tax Facts on Insurance & Employee Benefits and 2016 Tax Facts on Investments with the convenience of a single order and save $30!  The 2016 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  6. 2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $297.00

    Obtain the three Tax Facts Editions: 2016 Tax Facts on Insurance & Employee Benefits, 2016 Tax Facts on Investments, and 2016 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $129!  The 2016 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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  7. 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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  8. The Tools & Techniques of Estate Planning, 17th Edition

    The Tools & Techniques of Estate Planning, 17th Edition

    Starting at: $170.00

    The 17th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law.  It is completely updated and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.

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  9. 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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  10. 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.

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