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Life and Health

Items 21 to 30 of 31 total

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  1. Growing within the Lines

    Growing within the Lines

    Starting at: $64.00

    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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  2. Life Settlement Planning

    Life Settlement Planning

    Starting at: $155.00

    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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  3. The Tools & Techniques of Financial Planning, 10th Edition

    The Tools & Techniques of Financial Planning, 10th Edition

    Starting at: $155.00

    The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

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  4. How to Sell Disability Income Insurance

    How to Sell Disability Income Insurance

    Starting at: $64.00

    The key to better serving clients while increasing sales in the disability insurance market. Learn how to teach your clients about the options available, determine their needs, and choose products to meet those needs. Show your clients that they need more disabilty income protection than an employer can provide.

     

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  5. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $215.00

    Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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  6. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Starting at: $78.00

    This 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
  7. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

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

    Starting at: $120.00

    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.

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  8. The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    Starting at: $95.00

    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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  9. The Tools & Techniques of Life Insurance Planning, 5th edition

    The Tools & Techniques of Life Insurance Planning, 5th edition

    Starting at: $155.00

    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.

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  10. The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

    The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners

    $230.00

    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.

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Items 21 to 30 of 31 total

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