Starting at: $148.00
The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex. And Social Security and Medicare are important components of a retirement plan.
The greatly enhanced 2015 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.Learn More
Starting at: $237.00
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, 2015 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.Learn More
Starting at: $132.00
Authoritative and easy-to-use, 2015 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.Learn More
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.Learn More
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").Learn More
Starting at: $135.00
This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner’s pointers, client situations, end-of-chapter review questions and all learning content.Learn More