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Tools & Techniques of Income Tax Planning (Tools & Techniques)
Satinsky, King, ...

National Underwriter Company, 2006

Excellent ordering experience.
Book was received wrapped with care and in excellent condition. Seller takes pride in making sure buyer receives item as described. Would definately buy from this seller again, and recommend to friends and colleagues.
  
  











  



  
The Annuity Advisor
Michael E. Kitces, John L. Olsen

National Underwriter Company, 2005

Simply the Best and Most Honest View of Annuities
Highly Recommended, but even that doesn't do appropriate justice to this work. John Olsen and Michael Kitces, both of whom are nationally known and held in the highest regard by many top attorneys and planners, combine and conspire to directly address the tough issues ...
  
  











  



  
Tools & Techniques Estate Planning (Tools & Techniques)
Leimberg, Polacek, ...

National Underwriter Company, 2006

T&T review
Book came in great condition. Satisfied with price and free delivery. Would shop for additional titles
  
  











  



  
Tax Facts Series Field Guide to Financial Planning 2008 (Tax Facts)
Donald F. Cady

National Underwriter Company, 2008
  
  











  



  
Tools and Techniques of Life Insurance Planning
Stephan R. Leimberg, Jr. Doyle, ...

National Underwriter Company, 2007

The best guide.
Life insurance planning is a very complicated issue. Must people think that is just a matter of buying an insurance from an agent, but there are many other considerations like: survivors needs, estate tax issues, compensation and benefits, business succession and ...
  
  











  



  
The Wedge: How to Stop Selling and Start Winning
Randy Schwantz

National Underwriter Company, 1998

Fresh Ideas on Sales
After reading The Wedge, and applying its principles to my sales presentations, I landed a rather large account that I know a competitor was also avidly pursuing. That alone makes the investment in this book worthwhile. The Wedge focuses on taking business from your ...
  
  











  



  
Tools & Techniques of Investment Planning (Tools & Techniques)
Stephan R. Leimberg, Robert T. Leclair, ...

National Underwriter Company, 2006
  
  











  



  
Employee Benefit and Retirement Planning (Tools and Techniques)
John J. McFadden, Stephan R. Leimberg

National Underwriter Company, 2007

Useful textbook
I am enrolled in the Certified Financial Planner designation program. Tools and Techniques of Employee Benefit and Retirement Planning is the textbook for the Retirement Planning module. I found this to be the most useful and practical textbook in the course. It is ...
  
  











  



  
Tax Facts on Insurance & Employee Benefits 2008: Life and Health Insurance, Annuities, Employee Plans, ...

National Underwriter Company, 2008

Tax`Facts 2008
I bought this for my husband who is a CEBS consultant. He finds it helpful for his clients when it comes to employee benefits. Also great info. if you work in Human Resource Management.
  
  











  



  
Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)
Martin J. Satinsky, Michael S. Jackson, ...

National Underwriter Company, 2007

Pretty good
A lot of good info. Fills in the gaps in my knowledge of investing, finance, banking, estate planning, retirement options, etc. There are quite a few typos, however, and a lot of awkward sentence structure. Strange because it's nothing that MS Word wouldn't catch. ...
  
  











  



  
Financial Planning for the Older Client
Dana Shilling

National Underwriter Company, 2006
  
  











  



  
Tools & Techniques Of Practice Management (The Tools & Techniques) (The Tools & Techniques) (Tools & ...

National Underwriter Company, 2004

Excellent Resource for Financial Planners
This book should be in every financial planner's library whether you are just starting out or a seasoned practitioner. I couldn't find anything missing. Bruckenstein and Drucker cover all the bases of running a financial planning practice from setting up an office to ...
  
  











  



  
Adjusting Adversity: How Claims Pros Conquer Worst Case Scenarios
Kevin M. Quinley

National Underwriter Company, 2003

In his trademark style, Kevin Quinley offers an anecdotal look at how to deal with the challenges of claims adjusting in a professional and productive manner.
  
  











  



  
Tools & Techniques of Retirement Income Planning (Tools & Techniques)
Aaron S. Coates, Michael E. Kitces, ...

National Underwriter Company, 2007
  
  











  



  
2008 Tax Facts on Investments: Stocks, Bonds, Mutual Funds, Real Estate, Oil & Gas, Puts, Calls, Futures, ...

National Underwriter Company, 2008
  
  











  



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