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  1. 2017 Tax Facts on Insurance & Employee Benefits

    2017 Tax Facts on Insurance & Employee Benefits

    $152.00

    Authoritative and easy-to-use, 2017 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices.  Often complex tax law and regulations are explained in clear, understandable language.  Pertinent planning points are provided throughout.

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  2. The Investment Advisor’s Compliance Guide, 2nd Edition

    The Investment Advisor’s Compliance Guide, 2nd Edition

    $135.00

    Given the current activities of SEC and state securities regulators, as well as the changing business and communication landscapes, investment advisors today must keep current with developments affecting compliance at all levels and in all jurisdictions. The Investment Advisor’s Compliance Guide, 2nd Edition delivers a concise yet comprehensive explanation of the rules and how they affect the work you do on a daily basis—no matter where you’re registered. 

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  3. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments – Book Combo

    $270.00

    Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save $34!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.

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  4. 2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

    $309.00

    Obtain the three Tax Facts Editions: 2017 Tax Facts on Insurance & Employee Benefits, 2017 Tax Facts on Investments, and 2017 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $147!  The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

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  5. 2017 ERISA Facts

    2017 ERISA Facts

    $365.00

    It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws.  Providing answers to more than 800 ERISA-related questions, 2017 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.   

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  6. 2017 Healthcare Reform Facts

    2017 Healthcare Reform Facts

    $162.00

    If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult.

    The fully updated 2017 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.

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  7. The Advisor’s Guide to the DOL Fiduciary Rule

    The Advisor’s Guide to the DOL Fiduciary Rule

    $169.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

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  8. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $175.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th 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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  9. The Tools & Techniques of Financial Planning, 11th Edition

    The Tools & Techniques of Financial Planning, 11th Edition

    Starting at: $175.00

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

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

    Starting at: $175.00

    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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