Clu: 13 books

2012 Field Guide to Estate Planning 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, business planning and employee benefits planning. Make the...

THE PROSPECT SAYS YES! By: Jim Van Houten, CLU, CHFC, MSFS, MSM Success in the life insurance business requires both sides of the coin. One side is the product knowledge that insurance companies do so very well. The other side of the coin is dealing with people. This handbook will help new...

The bustling village of Shine Clan has a bit of a wolf problem. Their precious crystal mine has fierce and terrifying howls emanating from it at odd hours, which certainly makes life very difficult for their miners, what with all the screaming and panicking. Thus, the village decides to send in a...

Designed for professionals who need to know how and when annuities work, The Advisor’s Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language. Fully cited...

RISK IS UNCERTAINTY AS TO LOSS… RISK IS OMNIPRESENT AND ALL PERVASIVE… INSURANCE PROTECTS AGAINST THE ECONOMIC LOSS CAUSED BY RISK This book provides an actionable approach to the functions of the insurance industry in an easy to use examination of property, liability, life and health insurance coverages plus information on the basics of a risk management program.

This Guide provides financial and tax advisors with a detailed overview of the income attribution rules relating to property income and the new tax on split income (TOSI) rules applicable to business income, and discusses the opportunities that should continue to be available for income splitting...

Good news for hard economic times. During this recession, even people once considered prime customers have watched their credit ratings decline. This guide shows these readers how to reestablish their credit and increase their credit scores. Topics include: the ins and outs of credit scores;...

The economic and tax complexity of all types of retirement plans continues to increase.  With more than 300 retirement plans questions and answers, the all-new 2015 Retirement Plans Facts provides proven and practical advice in this changing and complex area.  You’ll obtain clear answers to even...

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 concepts and techniques used in financial and wealth management planning.The 2014...

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...

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:The 2014 Edition includes updated coverage of:» Retirement & disability benefits»...

Hurricane Katrina was a tragedy for many, but did birth a great revival in energy and enterprise for the area, and for me. Many from the New Orleans area have their "Katrina stories," and this is mine.

Organized in a convenient Q&A format to speed you to the information you need, 2014 ERISA Facts delivers the latest guidance on:» Fiduciary responsibility under ERISA» Health insurance issues (HIPAA, COBRA, etc.)» Plan administration issues» Responsibilities related to plan investments and fiduciary...