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.

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.

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 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.

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

This book explains how analyzing gaps during the underwriting process can lead to better coverage, higher profitability, and better managed accounts.

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.

401(k)nowledge: Practical Advice for Retiring on Your Own Terms is the definitive “how to” guide that shows people how prudently managing a 401(k) plan can lead to financial comfort during retirement.  J. Michael Scarborough, a leading pioneer in the development of 401(k) advice, shows the reader how using the “Ten Steps to 401(k) Success” can help make the average 401(k) investor more comfortable in retirement.

In this book, you will learn the right approach to setting equitable rates. The tips and techniques are tried and true. This book tackles the issues and offers solutions providing explanations and real world examples, as well as testimonials from people who have followed the process outlined in this book and succeeded beyond their expectations.