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Life and Health

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  1. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

    Starting at: $82.00

    With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners.  The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money.

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  2. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition

    $135.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third 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.

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  3. 2017 Health Savings Accounts Facts

    2017 Health Savings Accounts Facts

    $156.00

    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 new 2017 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.

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  4. 2017 Healthcare Reform Facts

    2017 Healthcare Reform Facts

    $162.00

    If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult.

    The fully updated 2017 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.

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  5. The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

    The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition

    $175.00

    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 Advisor’s Guide to Long-Term Care, 2nd Edition

    The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  7. 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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  8. 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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  9. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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  10. Life Settlement Planning

    Life Settlement Planning

    Starting at: $175.00

    Gain expertise in a niche market that is projected to grow at least $15 billion per year. Life Settlement Planning is a comprehensive, practical guide covering the entire spectrum of the life settlement business.
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