Insurance

This isn’t just any trust reference book.  It’s the ultimate reference.  Everything you need to know about trusts used for estate planning is captured in this up-to-date guide.  With 17 detailed chapters covering more than 20 different types of trusts, you’ll gain an in-depth understanding of the life cycle of a trust, trust taxation rules, and how to set up specialized trusts for your clients.

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Target Market Series: Restaurants 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 restaurant industry.

 

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With wit and humor, you’ll learn the pitfalls of claims adjusting and how to handle potentially devastating situations.  From bad hires to natural disasters, this step-by-step solutions guide will entertain you while you learn.

 

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What are your risks and liabilities in an increasingly connected world? How can you best protect your clients from the risks of e-business? Just how secure is your data? What are the effects of down-time and operational failure? How can e-businesses protect themselves from federal regulation? Seven leading industry experts address the answers, and the most important concerns of electronic risk.

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This book offers hundreds of tips on handling your job more effectively and avoiding burnout, while offering secrets of effective email, current and potential uses of the internet, and the best ways to handle voicemail.

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A proven strategy for a profitable, fee-only financial advisory service—from detailed analysis through the client communication and implementation phases with personal tips based on how Garrett did it best. 

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Ethics and The Sale is a guide that leads you through difficult ethical and compliance issues in a conversational style, interspersing humorous reference and quotations from famous authors.  There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure. 

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Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges. It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning. Learn More

In this book, you will learn the right approach to setting equitable rates. The tips and techniques are tried and true. This book tackles the issues and offers solutions providing explanations and real world examples, as well as testimonials from people who have followed the process outlined in this book and succeeded beyond their expectations. 

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