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  1. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    $165.00

    The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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  2. The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    Starting at: $165.00

    Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th edition, applies the trusted “Tools and Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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  3. Principles of Estate Planning, First Edition, Updated for 2013

    Principles of Estate Planning, First Edition, Updated for 2013

    Starting at: $135.00

    This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner’s pointers, client situations, end-of-chapter review questions and all learning content.

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  4. National Underwriter Sales Essentials (Life & Health): Managing Your Agency

    National Underwriter Sales Essentials (Life & Health): Managing Your Agency

    Starting at: $14.95

    Managing Your Agency will help you eliminate time-wasters and show you how to effectively manage your business for the greatest productivity possible.

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  5. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $165.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  6. The Tools & Techniques of Investment Planning, 3rd Edition

    The Tools & Techniques of Investment Planning, 3rd Edition

    Starting at: $165.00

    The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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  7. 2014 Field Guide to Financial Planning

    2014 Field Guide to Financial Planning

    Starting at: $120.00

    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.

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  8. The Advisor’s Guide to Annuities, 4th Edition

    The Advisor’s Guide to Annuities, 4th Edition

    Starting at: $106.00

    There are more rules affecting annuities now than ever before.  This latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities enables you to avoid pitfalls by providing need-to-know coverage of these key topics: “source of funds” issue; the value of annuitization; structured product-based variable annuities; full update on the Neasham case; QLAC regulations; and much more. 

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  9. The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    $299.00

    Obtain both Estate Planning and Estate Planning for Modern Families with the convenience of a single order and save $11!  This powerful combination of resources provides insights, tools, and techniques for helping clients preserve their assets under current law and for issues unique to modern and blended families, including the effect of the Supreme Court’s ruling in Windsor with same-sex marriage scenarios.

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  10. 2015 Healthcare Reform Facts

    2015 Healthcare Reform Facts

    Starting at: $148.00

    Healthcare reform is regulated by a number of different government entities — the Internal Revenue Service, Department of Health and Human Services, the Department of Labor, and even state governments.  This makes for a confusing, cobbled together system that is difficult to understand and even more difficult to track.  2015 Healthcare Reform Facts makes sense out of the confusion by sifting through all the information to provide clear, concise guidance.

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