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  1. The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    Starting at: $188.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & 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.

    Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
           Author: Stephan R. Leimberg
           Executive Editors: John J. McFadden, and C. Frederick Reish

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  2. 2018 Field Guide To Estate & Retirement Planning, Business Planning & Employee Benefits
    $168.00

    2018 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.

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  3. Group Benefits Disability Specialist Designation, 5th Edition
    $599.00

    Too many Americans overlook the importance of protecting their most valuable asset — the ability to earn an income. As such, the role of insurance agents and advisors who focus on Disability benefits is vital to the financial security of their clients. To distinguish yourself in the Group Benefits Disability arena, consider the value of earning the GBDS Group Benefits Disability Specialist designation.

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  4. 2019 Healthcare Reform Facts

    Starting at: $194.00

    The 2019 Healthcare Reform Facts is the comprehensive, go-to source for information regarding the impact of the Patient Protection and Affordable Care Act (PPACA). Uniquely organized in a convenient and easy-to-understand Question and Answer format, 2019 Healthcare Reform Facts helps you quickly and confidently find the answers you need to the most frequently asked questions on the PPACA.   

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  5. 2019 Field Guide To Estate & Retirement Planning, Business Planning & Employee Benefits

    Starting at: $182.00

    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.

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

    Starting at: $188.00

    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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  8. The Advisor’s Guide to Long-Term Care, 2nd Edition

    Starting at: $106.00

    We are entering a new area in which those with the means will need to rely on their own financial planning for their future security.  This includes many, if not most, of your clients

    The Advisor’s Guide to Long-Term Care, 2nd Edition is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients.

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  9. The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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