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  1. The Tools & Techniques of Income Tax Planning, 5th Edition

    Starting at: $188.00

    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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  2. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
    $145.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

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

    Starting at: $188.00

    With the passage of the far-reaching Tax Cuts and Jobs Act of 2017, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. The new 6th Edition of The Tools & Techniques of Income Tax Planning provides all of that in abundance. All chapters have been completely updated to reflect the many changes brought about by the Tax Act.

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  5. 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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  6. The Tools & Techniques of Life Insurance Planning, 7th Edition

    Starting at: $188.00

    Life insurance remains one of the cornerstones of financial planning. If you provide life insurance planning to clients, or are looking to expand your business in this key area, this book is a must-have.

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  7. The Tools & Techniques of Investment Planning, 4th Edition

    Starting at: $188.00

    The Tools & Techniques of Investment Planning, 4th Edition 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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  8. The Advisor’s Guide to Annuities, 5th Edition

    Starting at: $135.00

    Written in plain English, the latest updated and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

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  9. The Tools & Techniques of Financial Planning, 12th Edition

    Starting at: $188.00

    Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.

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  10. 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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