Life and Health

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. 

Stay up-todate with ERISA changes and easily resolve hundreds of ERISA-related issues with 2013 ERISA Facts.

Organized in a logical Q&A format – with hundreds of questions asked and answered – 2013 ERISA Facts is a practical, highly focused resource supplying practical guidance on every key area of ERISA.

The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that practitioners must have up-to-date information at their fingertips. 2013 Social Security & Medicare Facts will enable you to give your clients the best possible Social Security and Medicare guidance.

The Tools & Techniques of Life Insurance Planning, 5th edition, is part of the popular Leimberg Library Series and delivers expert insight and the tools needed to utilize life insurance in the most effective ways.

When partnered together, The Tools & Techniques of Life Insurance Planning, 5th edition, and Tools & Techniques of Risk Management for Financial Planners, 2nd edition, provide comprehensive coverage of risk management and insurance – from health, disability, and long-term care insurance to property & casualty insurance for individuals and businesses.

This resource serves the needs of veteran group insurance underwriters, producers, and sales staff—as well as those new or looking to enter the market. No other reference covers the issues of group term life and AD&D Insurance exclusively-or this extensively.

The 3rd Edition illustrates successful people-centered, long-term care strategies in wake of today s challenges strategies that sincerely benefit clients while increasing the marketing potential and profitability for financial and insurance planners. Authored by Jeff Sadler, an expert in disability and long-term care coverage with an insurance career spanning more than 30 years.

Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.

This is the most complex guide specific to variable annuities.  Review the features and characteristics of variable annuities, their income and transfer taxation, and market approach strategies.