Stephan Leimberg: 23 books

Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference...

The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for...

Complex tax rules are written in everyday language and presented in topic-specific sections.  Tax rules and concepts are broken down into key components and explained with accuracy and detail, making this resource simple enough for new agents, and comprehensive enough to be valuable to more experienced...

Every financial planner must be prepared to address the emerging retirement income planning need to satisfy clients' perceived and actual security—based on psychological and behavioral finance issues unique to today's retirees. Specialized practitioners will understand defining/reducing risk, stochastic...

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...

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. Professionals will gain exclusive insight into a market that is currently estimated...

Delivers fundamentals of risk management as a means to complement, benefit, and promote all areas of business planning. With focus on relevant risk management basics, discover that the process involves more than the core activities of making and growing clients’ assets. The planning process consists...

Life insurance remains one of the cornerstones of financial planning. If you provide life insurance planning to clients, or are looking to expand your business in this key area, this book is a must-have. The expert authors, Stephan R. Leimberg and Keith A. Buck, deliver: » Detailed information about...

The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” 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....

Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th edition, applies the trusted “Tools and Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex...

The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital...

Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 12th edition, applies the trusted Tools and Techniques approach to this complex area, making it simple for you to confidently guide your clients through even the most complex...

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. This groundbreaking resource covers these blended-family scenarios: » Brady Bunch...

Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry's first book to address an often-overlooked topic: Business of Financial Planning. In today's...