Sales Tools

What are your risks and liabilities in an increasingly connected world? How can you best protect your clients from the risks of e-business? Just how secure is your data? What are the effects of down-time and operational failure? How can e-businesses protect themselves from federal regulation? Seven leading industry experts address the answers, and the most important concerns of electronic risk.

With wit and humor, you’ll learn the pitfalls of claims adjusting and how to handle potentially devastating situations.  From bad hires to natural disasters, this step-by-step solutions guide will entertain you while you learn.

This book is the most comprehensive, easy-to-read discussion of LLCs and FLPs you'll find anywhere. This edition will help you effectively address the insurance needs of LLCs and FLPs--from estate planning and mergers to valuation and benefits planning. Includes an entire new chapter on obtaining discounts for estate tax purposes, as well as new information on valuation, partnerships, and case analysis.

Beginning with a basic summary of S Corporation requirements, the book explores the life insurance funding applications that are central to a variety of planning techniques that affect shareholders and employers of S Corporations.

Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today.  With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike.

Discover how to build a world-class agency from the masters of the industry.

Covers all aspects of designing, funding, selling and administering nonqualified deferred compensation in light of the rules enacted under the American Jobs Creation Act of 2004 and IRS guidance and provides you with the tools you need to win and retain business in the executive compensation marketplace.

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.