The National Underwriter Company imprint: 111 books

by Hannah E. Smith
Language: English
Release Date: November 19, 2018

2019 Licensing & Surplus Lines Laws reviews the licensing and surplus lines laws for the fifty states, the District of Columbia and territories and possessions. This valuable resource includes a summary of licensing requirements for resident and nonresident insurance professionals, continuing...

The Case Approach to Financial Planning

Bridging the Gap between Theory and Practice

by John Grable
Language: English
Release Date: September 14, 2012

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. This textbook provides the tools and foundation for preparing a financial plan and provides...
by Les Abromovitz
Language: English
Release Date: February 17, 2017

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. The Investment Advisor’s Compliance Guide,...
by Alson Martin
Language: English
Release Date: October 14, 2013

Organized in a convenient Q&A format to speed you to the information you need, the completely updated 2014 Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).Only 2014 Healthcare Reform Facts clearly explains:• The...
by John L. Olsen
Language: English
Release Date: May 27, 2017

Written in plain English, the latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other...
by Donald Cady J.D. LL.M., CLU
Language: English
Release Date: April 18, 2012

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...
by Stephan R. Leimberg, Robert J. Doyle, Keith A. Buck
Language: English
Release Date: April 30, 2015

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. As a result, insurance and financial advisory professionals must stay current with the newest techniques and latest tools that have...
by Stephan Leimberg
Language: English
Release Date: September 14, 2012

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...
by Jeff Sadler
Language: English
Release Date: September 14, 2012

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. Authored by Jeff Sadler, an expert in disability...

The Process of Financial Planning

Developing a Financial Plan

by Lytton
Language: English
Release Date: November 9, 2012

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. This edition of the text integrates these cornerstones into a...
by Stephan R. Leimberg
Language: English
Release Date: March 17, 2017

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....
by Frank J. Bitzer, Nicholas W. Ferrigno
Language: English
Release Date: January 20, 2015

Organized in a convenient Q&A format to speed you to the information you need, 2015 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...
by Alson R. Martin, J.D., LL.M.
Language: English
Release Date: September 26, 2014

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 makes for a confusing, cobbled together system that is difficult to understand and even...
by Norman G. Levine
Language: English
Release Date: May 14, 2013

Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both...
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