Life and Health
Starting at: $75.00This guide presents a new model for helping clients achieve balanced and healthy financial lives-called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Learn More
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition
Starting at: $110.00
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.Learn More
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.Learn More
$599.00Too many Americans overlook the importance of protecting their most valuable asset —the ability to earn an income. As such, the role of insurance agents and advisors who focus on Disability benefits is vital to the financial security of their clients. To distinguish yourself in the Group Benefits Disability arena, consider the value of earning the GBDS Group Benefits Disability Specialist designation.