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The Leimberg Library

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  1. The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition

    Starting at: $165.00

    Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th edition, applies the trusted “Tools and Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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  2. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $165.00

    The Tools & Techniques of Financial Planning, 11th 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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  3. The Tools & Techniques of Life Insurance Planning, 6th edition

    The Tools & Techniques of Life Insurance Planning, 6th edition

    Starting at: $165.00

    The Tools & Techniques of Life Insurance Planning, 6th Edition, a well-known title in the popular Leimberg Library series, has been extensively revised and updated.

    This fully revised edition serves as a foundation for life insurance planning and is the most comprehensive resource discussing life insurance products (the "Tools"), as well as the purposes they serve (the "Techniques").

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  4. The Tools & Techniques of Estate Planning, 17th Edition

    The Tools & Techniques of Estate Planning, 17th Edition

    Starting at: $165.00

    The 17th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law.  It is completely updated and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.

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  5. The Tools & Techniques of Insurance Planning and Risk Management, 2nd Edition

    The Tools & Techniques of Insurance Planning and Risk Management, 2nd Edition

    Starting at: $165.00

    This brand new publication provides a thorough overview of insurance planning and risk management strategies, specifically tailored for non-insurance professionals, including financial planners, tax advisors, and estate planners.

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  6. The Tools & Techniques of Income Tax Planning, 4th Edition

    The Tools & Techniques of Income Tax Planning, 4th Edition

    Starting at: $165.00

    This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

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  7. The Tools & Techniques of Charitable Planning, 3rd Edition

    The Tools & Techniques of Charitable Planning, 3rd Edition

    Starting at: $165.00

    This single-volume provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.

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  8. The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    The Tools & Techniques of Estate Planning/Estate Planning for Modern Families – Book Combo

    $299.00

    Obtain both Estate Planning and Estate Planning for Modern Families with the convenience of a single order and save $11!  This powerful combination of resources provides insights, tools, and techniques for helping clients preserve their assets under current law and for issues unique to modern and blended families, including the effect of the Supreme Court’s ruling in Windsor with same-sex marriage scenarios.

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  9. The Tools & Techniques of Investment Planning, 3rd Edition

    The Tools & Techniques of Investment Planning, 3rd Edition

    Starting at: $165.00

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

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $165.00

    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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