Chfc: 10 books

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...

Too often, matters of finance and planning leave the average investor shaking in his boots, either too paralyzed to move forward or too worried to make wise decisions. In this book, Kurt D. Cambier, CFP®, ChFC, is working to change all that. Cambier combines insights gleaned from 30 years of practice...

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...

True wealth requires more than just a healthy bank account. True Self, True Wealth takes a "holistic" approach to working with money by offering an inspirational and practical guide to developing self-knowledge and spiritual maturity, along with material wealth and financial security. The emerging...

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.

Synchronicity was written for the purpose of providing support and insights as to why things in our lives happen for a reason. To accomplish the same, I have provided excerpts from my own personal life history in an effort to document the synchronicity theme. We are each blessed with a story. Our...

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...

If you have an IRA, 401k, or other retirement plan, this book is important for you to read. It is likely that you have heard about how to invest your IRA, but what happens to the IRA in the future when you pass or your spouse passes? This book lays out the journey and strategies of what happens to...