Insurance

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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The FC&S® Q&A Book provides a cross section of real life claims situations that face adjusters, agents, and attorneys every day. The book consists of three main sections: personal lines, commercial lines, and miscellaneous. 

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Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

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Let the Industry's most renowned CGL experts take you to the heart of general liability exposures and problems. Covers the April 2013 CGL Form. This guide is the only resource to provide an in-depth, year-to-year comparison covering over 20 years of the CGL form. You'll also find court case citations that clarify the policy, summaries of all major endorsements to the forms and tips on how to tailor a policy to meet the needs of your clients. Commercial General Liability, 10th Edition has been updated to include the most recent exclusions and exceptions of the CGL form.

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This book covers personal lines exposure analysis and underwriting for both agents and underwriters. 

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The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

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