Soft Skills

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.

This book is full of ideas that are sweeping the industry.  Enhance your reputation, increase your profits, and tap into the win-win marketing techniques of Power NetWeaving.  You’ll learn to use the “Golden Rule” as a business practice to gain more clients, develop long-term relationships, and achieve better results.

This isn’t just any trust reference book.  It’s the ultimate reference.  Everything you need to know about trusts used for estate planning is captured in this up-to-date guide.  With 17 detailed chapters covering more than 20 different types of trusts, you’ll gain an in-depth understanding of the life cycle of a trust, trust taxation rules, and how to set up specialized trusts for your clients.

Service First! offers proven tips on enhancing the skills of insurance service personnel.  Leading expert Karen Flaherty charts a clear path to improved service and success by addressing the most common issues face today.

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

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