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Life and Health

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  1. 2015 Health Savings Accounts Facts

    2015 Health Savings Accounts Facts

    Starting at: $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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  2. 2015 Retirement Plans Facts

    2015 Retirement Plans Facts

    Starting at: $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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  3. The Tools & Techniques of Life Insurance Planning, 6th edition

    The Tools & Techniques of Life Insurance Planning, 6th edition

    Starting at: $165.00

    The Tools & Techniques of Life Insurance Planning, 6th Edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated.

    This fully revised edition serves as a foundation for life insurance planning and is the most comprehensive resource discussing life insurance products (the "Tools"), as well as the purposes they serve (the "Techniques").

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  4. 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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  5. 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: $70.00

    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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  6. How to Sell Long-Term Care Insurance

    How to Sell Long-Term Care Insurance

    Starting at: $70.00

    The 2nd 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.

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  7. 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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  8. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

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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. Growing within the Lines

    Growing within the Lines

    Starting at: $70.00

    A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.

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