Author: Stephan R. LeimbergPublisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 578
Book Description
The Tools & Techniques of Life Insurance Planning
Author: Stephan R. LeimbergPublisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 578
Book Description
Financial Planning Answer Book (2009)
Author: Jeffrey H. RattinerPublisher: CCH
ISBN: 9780808092179
Category : Business & Economics
Languages : en
Pages : 544
Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Tools & Techniques of Life Insurance Planning
Author: Stephan R. LeimbergPublisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600
Book Description
The Tools and Techniques of Life Insurance Planning
Author: Stephan R. LeimbergPublisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 544
Book Description
The Tools and Techniques of Employee Benefit and Retirement Planning
Author: Publisher:
ISBN:
Category : Employee fringe benefits
Languages : en
Pages : 586
Book Description
Tools & Techniques of Life Insurance Planning, 7th Edition
Author: Stephan R. LeimbergPublisher:
ISBN: 9781945424496
Category :
Languages : en
Pages : 1022
Book Description
Getting Started as a Financial Planner
Author: Jeffrey H. RattinerPublisher: John Wiley and Sons
ISBN: 0470885548
Category : Business & Economics
Languages : en
Pages : 376
Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
The Tools & Techniques of Financial Planning
Author: Stephan R. LeimbergPublisher:
ISBN: 9780872186156
Category : Business & Economics
Languages : en
Pages : 682
Book Description
Fundamentals of Financial Planning
Author: Michael A. DaltonPublisher:
ISBN: 9781936602032
Category : Finance, Personal
Languages : en
Pages : 776
Book Description
Group Insurance
Author: William F. BluhmPublisher: ACTEX Publications
ISBN: 1566989329
Category : Business & Economics
Languages : en
Pages : 914
Book Description
This text is a comprehensive treatment of all aspects of group insurance in the United States and Canada. It addresses life and health insurance as well as government programs and more specialized forms of insurance. Emphasis is placed on the actuarial aspects of this important field of insurance including pricing, regulation, underwriting, financial reporting, and modeling. Since its original publication in 1992, Group Insurance has become the resource of choice for experts as well as beginners. It is an essential tool for anyone who wishes to practice in the group benefits field. The Sixth Edition has been updated for the industry and regulatory changes which have occurred since 2007. Of particular note is the impact that healthcare reform in the United States will have on all facets of this topic.