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The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice

by John , PhD, CFP©, RFC Grable & Derek , MBA Klock

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach....


2015 Healthcare Reform Facts

by LL. D. M. Alson R. Martin

Healthcare reform is regulated by a number of different government entities — the Internal Revenue Service, Department of Health and Human Services, the Department of Labor, and even state governments.  This...


Advisor's Guide to Long-Term Care

by CLTC Stephen Forman & CLTC Jeff Sadler

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...


Critical Issues in Cgl

by Esq. Michael F. Aylward & Esq. Shaun McParland Baldwin

Critical Issues in CGL, 3rd Edition is fully updated, revised and expanded to deliver exclusive insights into the most litigated--and potentially costly—provisions of the CGL form. This unique resource leads...


Personal Auto Coverage Guide

by API S. Eric Wiening & ARM D. David Thamann

Now in its 3rd edition, the Personal Auto Policy Coverage Guide provides expert analysis of the ISO Personal Auto form—and much more.

Because automobile insurance is mandatory in every state, insurance professionals...


Homeowners Coverage Guide

by CPCU Diane W. Richardson

Now in its 5th Edition, the popular and practical Homeowners Coverage Guide provides reliable, comprehensive interpretations—and comparisons—of ISO, AAIS, and now the rapidly expanding MSO policies.

This...


The Advisor's Guide to Commercial Real Estate Investment

by Ph. D., MBA David J. Lynn

The Advisor’s Guide to Commercial Real Estate Investment is the only single volume A-Z guide to commercial real estate investment available today.  It is an invaluable resource for anyone advising investors...


The Tools & Techniques of Estate Planning for Modern Families

by L. Paul Hood & Stephan R. Leimberg

The Tools & Techniques of Estate Planning for Modern Families is simply the only resource that focuses exclusively on handling the issues associated with estate planning for blended, step, and same-sex families....


The Advisor's Guide to Annuities

by AEP® John L. Olsen & CLU® Michael E. Kitces

The stakes are high. Today, in certain circumstances, fixed annuity agents may get in serious trouble just for selling fixed annuities. “Source of funds” issues have raised many complicated questions about...


The Edge: Managing Your Client's Well-being in Risky Times

by J. D., MBA George Mentz

Every insurance professional can use new ways to connect with clients and improve his or her visibility in the community. Successful practice building requires the right frame of mind and philosophy for success....


2014 Field Guide to Financial Planning

by CFP® Michael E. Kitces & CLU® D. M. Donald F. Cady

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ...


The Advisor's Guide to 401(k) Plans, 2014 Edition

by CLU® D. Bruce A. Tannahill & J. D. Louis R. Richey

This authoritative but user-friendly Guide covers how 401(k) Plans are established and administered, as well as:

» How employers and employees participate

» Complying with all regulatory requirements

» Handling...


The Tools & Techniques of Investment Planning, 3rd Edition

by Stephan R. Leimberg & Jr. Robert J. Doyle

The Tools & Techniques of Investment Planning, 3rd Edition, is the one resource delivering the latest techniques that take recent tax changes into account. This new edition covers all the changes in tax law...


Life & Health Sales Essentials Series

by Esq. William H. Byrnes & Esq. Robert Bloink

The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into...


2014 Social Security & Medicare Facts

by ChFC® D. Joseph F. Stenken

This essential resource delivers completely up-to-date answers to over 500 Social Security & Medicare questions — all in a convenient Q & A format, fully indexed and filled with time-saving charts and tables:...


Businessowners Policy Coverage Guide

by George E. Krauss

Businessowners Policy Coverage Guide, 5th Edition, covers the more than thirty major property changes, four major liability changes, and sixteen new endorsements provided for the 2013 edition form.

Enhancements...


The Advisor's Guide to Nonqualified Deferred Compensation

by Louis R. Richey & Richard C. Baier

The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition, is a comprehensive, but user-friendly resource that makes it easier than ever to create plans and maintain compliance in this highly...


Commercial Auto Program Coverage Guide

by Donald S. Malecki & David D. Thamann

From this single, clear, convenient resource, you receive a straight forward, annotated walkthrough of all three 2013 ISO Commercial Auto Program policy forms:

» Business Auto Coverage Form

» Motor Carrier...


Businessowners Policy Coverage Guide

by George E. Krauss

Businessowners Policy Coverage Guide, 5th Edition, covers the more than thirty major property changes, four major liability changes, and sixteen new endorsements provided for the 2013 edition form.

Enhancements...


Commercial Auto Program Coverage Guide

by Donald S. Malecki & David D. Thamann

From this single, clear, convenient resource, you receive a straight forward, annotated walkthrough of all three 2013 ISO Commercial Auto Program policy forms:

» Business Auto Coverage Form

» Motor Carrier...