Tools and Techniques
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.Learn More
Starting at: $75.00Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
Starting at: $170.00
Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients.Learn More
When partnered together, The Tools & Techniques of Life Insurance Planning, 6th 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.Learn More