Tools & Techniques of Insurance Planning and Risk Management, 5th edition

Stephan R. Leimberg is CEO of LISI, Leimberg Information Services, Inc., at leimbergservices.com, a provider of e-mail/internet news and commentary for professionals on recent cases, rulings, and legislation; CEO of Leimberg and LeClair, Inc., an estate and financial planning software company; and President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania at leimberg.com.

Leimberg is the author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and/or principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Income Tax Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, and The Tools & Techniques of Practice Management. Leimberg is co-author, with noted attorney Howard Zaritsky, of Tax Planning with Life Insurance, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick, and The Buy-Sell Handbook.

Leimberg is creator or co-creator of many software packages for the financial services professional including NumberCruncher (estate planning), IRS Factors Calculator (actuarial computations), Financial Analyzer II, Estate Planning Quickview (Estate Planning Flow Charts), Toward a Zero Estate Tax (PowerPoint Estate Planning Client Seminar), Gifts That Give, Gifts That Give Back (Powerpoint Client Charitable Planning Seminar), and Long-Term Care (Powerpoint Client Seminar).

A nationally known speaker, Leimberg has addressed the Miami (Heckerling) Estate Planning Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, The American Bar Association Planning Techniques for Large Estate and Sophisticated Planning Techniques courses of study, the National Association of Estate Planners and Councils, and the AICPA’s National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg, a 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award, was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law, and was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President’s Cup of the Philadelphia Life Underwriters, a three time Boris Todorovitch Lecturer, and the first Ben Feldman Lecturer.

Kenneth W. Price, CFP®, CFA, ChFC®, CLU®, AEP® is a financial Advisor with Per Stirling, one of the largest, comprehensive wealth management firms in central Texas. He also serves as Lead Instructor for The University of Texas at Austin Financial Planning Certificate Program, a program registered with the CFP Board to provide the education requirements for CFP® candidates.

Kenneth has been providing wealth planning and wealth management services for over eighteen years, helping individuals, families, and business owners to realize their financial aspirations. He is a graduate of the University of Texas at Austin with a Bachelor of Science in Electrical Engineering. While pursuing his engineering degree, he took “Personal Family Finance”—an elective course—and found his passion in financial planning. Kenneth’s experience includes working for the Consumer Credit Counseling Service where he equipped individuals and families with debt elimination strategies, helped them create budgets, and advised them on various resources for meeting immediate needs. In addition, he has trained and supervised more than fifteen employees, including financial advisors and sales assistants. His areas of specialization include retirement planning, investment planning, risk management, and estate planning. He is particularly focused on using education to help clients develop a high level of confidence and security in all areas of their financial affairs.

Kenneth is a past President and board member of the Financial Planning Association of Austin where he is currently an active member. He is a member of the CFA Institute, as well as the National Association of Personal Financial Advisors (NAPFA), where he serves on the Practice Foundation Committee. He is also a Board Member of the Estate Planning Council of Central Texas.