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Life and Health

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  1. 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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  2. 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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  3. 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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  4. 2015 Retirement Plans Facts

    2015 Retirement Plans Facts

    $132.00

    The economic and tax complexity of all types of retirement plans continues to increase.  With more than 300 retirement plans questions and answers, the all-new 2015 Retirement Plans Facts provides proven and practical advice in this changing and complex area.  You’ll obtain clear answers to even the most complicated retirement plans questions.  This groundbreaking resource includes coverage of 401(k) Plans, Profit Sharing Plans, ESOPs, SIMPLE IRAs, SEP IRAs, and Defined Benefit Plans.

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  5. 2015 Health Savings Accounts Facts

    2015 Health Savings Accounts Facts

    $148.00

    A High Deductible Health Insurance Plan (HDHP) combined with a Health Savings Account (HSA) saves employers significant amounts of money on health insurance premiums.  This advantage, along with many tax benefits for employees, has led to an explosion in the number of Health Savings Accounts.  Turn to the all-new 2015 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.

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  6. 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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  7. The Tools & Techniques of Estate Planning, 16th Edition

    The Tools & Techniques of Estate Planning, 16th Edition

    Starting at: $155.00

    The 16th 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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  8. From Worksite Marketing to Website Marketing

    From Worksite Marketing to Website Marketing

    $55.00

    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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  9. Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Starting at: $64.00

    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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  10. The Advisor’s Guide to Qualified Plans

    The Advisor’s Guide to Qualified Plans

    Starting at: $96.00

    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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