Life and Health

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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The 16^th 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, conforms with the American Taxpayer Relief Act of 2012, 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.

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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

Beginning with a basic summary of S Corporation requirements, the book explores the life insurance funding applications that are central to a variety of planning techniques that affect shareholders and employers of S Corporations.

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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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2013 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments. Pertinent planning points are provided throughout.

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Authoritative and easy-to-use, 2013 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.

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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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