Soft Skills

This fast paced, intriguing book reviews the fundamentals insurance was founded upon - Integrity and Trust. Find out why the first edition sold out so quickly. Let Ken Brownlee walk you through ethics in today's business environment.

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.

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. 

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threating topic with prospects eager to discuss their children/grandchildren’s financial situations. 

Ethics and The Sale is a guide that leads you through difficult ethical and compliance issues in a conversational style, interspersing humorous reference and quotations from famous authors.  There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure.