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This easy-to-use, practical reference is designed to provide quick summaries of the key concepts, tested techniques, expert analyses, and authoritative guidance to support your estate, business, retirement, and employee benefits planning. Organized in a unique and convenient Q&A format, this book helps agents, producers, managers and financial planners find exactly what they’re looking for quickly and easily to solve clients’ important planning issues.
2020 editions will be available December 2019! Contact customer service to pre-order or learn more: 1-800-543-0874 or CustomerService@nuco.com.
2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including:
With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics:
This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!
|Publication Date||December 12, 2018|
|Author||Lead Author is Randy L. Zipse, J.D., AEP® (Distinguished). The Author Emeritus is Donald Cady, J.D. LL.M., CLU®.|