Life and Health

Covers all aspects of designing, funding, selling and administering nonqualified deferred compensation in light of the rules enacted under the American Jobs Creation Act of 2004 and IRS guidance and provides you with the tools you need to win and retain business in the executive compensation marketplace.

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2013 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.

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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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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

Capitalize from modern marketing methods proven to penetrate, influence, and win the shifting voluntary benefits market.  Learn dozens of proven approaches that help capture your share of this vastly underserved, growing market. 

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The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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Obtain both editions of 2013 Tax Facts with the convenience of a single order and save $10!  The 2013 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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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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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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