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The Leimberg Library

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  1. 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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  2. Charitable Planning, 2nd Edition

    Charitable Planning, 2nd Edition

    Starting at: $155.00

    Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
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  3. 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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  4. Retirement Income Planning

    Retirement Income Planning

    Starting at: $155.00

    Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. CE Filed.
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  5. Income Tax Planning, 3rd Edition

    Income Tax Planning, 3rd Edition

    Starting at: $155.00

    Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
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  6. 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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  7. 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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  8. The Tools & Techniques of Investment Planning, 3rd Edition

    The Tools & Techniques of Investment Planning, 3rd Edition

    Starting at: $155.00

    The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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  9. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $155.00

    The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

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  10. Tools & Techniques of Risk Management & Insurance

    Tools & Techniques of Risk Management & Insurance

    Starting at: $155.00

    Delivers fundamentals of risk management as a means to complement, benefit, and promote all areas of business planning. With focus on relevant risk management basics, discover that the process involves more than the core activities of making and growing clients’ assets. The planning process consists of proactively uncovering wealth preservation objectives specific to needs today’s practitioner faces. Insurance, PACE, and CFP®CE Filed.  Learn More

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