Insurance
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Target Market Series: Truckers
Starting at: $82.00
Target Market Series: Truckers is a valuable asset to insurance and risk management professionals who are looking for exposure, risk management, and insurance information that is focused solely on the trucking industry.
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Consultative Brokerage: A Value Strategy
Starting at: $68.00
Consultative Brokerage®: A Value Strategy is based on real life production success and client retention. Practical, workable, and highly profitable techniques make this book a must have for any producer, sales manager, seasoned broker, or insurance company professional. Learn More -
The Advisor's Guide to Annuities, 3rd Edition
Starting at: $96.00
The Advisor’s Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
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Cyber Liability and Insurance: Managing the Risks of Intangible Assets
Starting at: $96.00
This book is designed to provide information and guidance to employees of all levels looking for ways to best handle the ever-changing and emerging world of intellectual property, its related issues, and associated risk management concerns.
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Growing within the Lines
Starting at: $60.00
A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.
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Tools & Techniques of Investment Planning, 2nd Edition
Starting at: $145.00
Tools & Techniques of Investment Planning demonstrates investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account today's changes. Newer topics include: exchange-traded funds; free cash flow to the firm; commodity and single-stock futures. Learn More -
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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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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The Advisor’s Guide to Long-Term Care
Starting at: $96.00
We are entering a new era 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 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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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.
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