The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "e;Tools and Techniques"e; 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.
The completely updated Tools & Techniques of Estate Planning, 17th edition, applies the trusted "e;Tools & Techniques"e; approach to this complex area, enabling you to: *Help your clients effectively preserve their assets under current law *Handle the widest variety of estates *Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first 16 editions so effective and popular, this new edition delivers enhancements covering: *Wills *Selection of Executors, Trustee, and Attorneys *Estate, Gift and Generation-Skipping Taxes *Income Taxation *Marital Deduction and Bypass Trusts *Family Limited Partnerships *Estate Planning for Clients and Beneficiaries with Special Needs *Use of Corporate Entities *Post-DOMA Planning Techniques *And much more All relevant legislative changes are applied throughout.
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.
This insightful and practical two volume resource was envisioned and written by nationally renowned expert Barry Zalma, and it thoroughly explains how to identify construction defects and how to insure, investigate, prosecute, and defend cases that result from construction defect claims.
The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages.
The insurance industry has become more and more creative in developing policies that are flexible enough to meet consumers needs while maintaining a reasonable cost.
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.
Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions against tax-exempt organizations being involved in tax shelters-a knowledge base you will soon discover useful long after the first read.
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.
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 customers, win new business, and to grow sales.
An excellent resource for the sales leader, Breaking the Sales Barrier captures and explains the critical elements necessary to manage producers so that they can join the elite of the sales force.
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 customers, win new business, and to grow sales.
Prospecting: Combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales.
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 Coverage Form Auto Dealers Coverage Form And Analysis of the Important Endorsements to All Three Forms The complete, October 2013 versions of all three Forms are included in the book-so you're working with current primary source Forms, Endorsements, and analyses.
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.
Master the What, Why, When and When Not of CaptivesThrough exclusive, expert analysis and an extensive use of in-depth case studies to illustrate real-world situations and applications, Guide to Captives and Alternative Risk Financing provides a practical guide to captives and other risk-financing techniques.
With liability often looming just over the horizon, corporate directors and officers rely on liability insurance and indemnification for peace of mind.
Employment practices liability exposures, insurance coverage, and claims are problematic for all insurance professionals who serve the commercial lines market.
The Advisor's Guide to Group Life and AD&D Insurance is a unique reference that enables you to understand group concepts and specifically manage individual, real-world issues.
Target Market Series: Restaurants is a valuable asset to insurance and risk management professionals who are looking for exposure, risk management, and insurance information that is focused solely on the restaurant industry.
Target Market Series: Auto Dealerships is a valuable asset to insurance and risk management professionals who are looking for exposure, risk management, and insurance information that is focused solely on auto dealerships.
Regardless of whether the subject is a residence, a personal auto, or an individuals liability exposures, good underwriting is particularly critical in personal lines.
The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning.
Catastrophic loss events in the late 20th century pointed out a grave problem for the insurance industry: there had been massive miscalculations of homeowners' property values.
Target Market Series: Truckers is a valuable asset to insurance and risk management professionals whoare looking for exposure, risk management, and insurance information that is focused solely on thetrucking industry.
This book is designed to provide information and guidance to employees of all levels looking for ways to best handle the ever-changing and emerging world of intellectual property, its related issues, and associated risk management concerns.
The 3rd Edition illustrates successful people-centered, long-term care strategies in wake of today s challenges strategies that sincerely benefit clients while increasing the marketing potential and profitability for financial and insurance planners.
Life Settlement Planning, offers objective and authoritative in-depth information on a specialty market, delivered in the respected tried-and-true method that has become a hallmark of the Tools &Techniques Series.
