The National Underwriter Company imprint: 111 books

by Carloynn Tomin CFP©, Colleen Carcone JD, CFP©
Language: English
Release Date: July 30, 2012

Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice.  The authors, Carolynn Tomin,...
by Stephan R. Leimberg
Language: English
Release Date: August 18, 2017

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...
by Steven Meyerowitz Esq.
Language: English
Release Date: January 2, 2012

Authoritative and easy-to-use, 2012 Tax Facts on Insurance & Employee Benefits shows you how the tax laws and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language....
by Stephan Leimberg, Donald Riggin
Language: English
Release Date: May 29, 2012

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...
by Stephan R. Leimberg
Language: English
Release Date: June 22, 2017

The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.
by Stephan R. Leimberg
Language: English
Release Date: January 3, 2017

In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning.
by Diane W. Richardson, CPCU
Language: English
Release Date: February 8, 2013

Homeowners Coverage Guide covers the most important aspects, and provides analysis, of the Insurance Services Office Homeowners form. It focuses on the 2011 ISO homeowners coverage form (effective in May 2011) and the 2008 AAIS homeowners forms. The book expands the ever-popular "Coverage Scenarios,"...
by Christine Barlow, Susan Massmann, Frank S.D. Alexander
Language: English
Release Date: May 3, 2016

Condominium Insurance Coverage Guide, 2nd Edition contains everything that made this book the instant, must-have reference for professionals seeking to properly insure the various condominium risks that unit owners and associations face. It delivers the clearest possible analysis of the most important...

The Social Advisor

Social Media Secrets of the Financial Industry

by Amy McIlwain
Language: English
Release Date: January 24, 2014

Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.
by Frank J. Bitzer, Esq., FACEBC
Language: English
Release Date: February 4, 2014

Organized in a convenient Q&A format to speed you to the information you need, 2014 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 and fiduciary...
by Joseph B. Darby
Language: English
Release Date: June 21, 2017

A must-have for financial advisors, lawyers, CPAs, and other professionals advising clients, Practical Guide to Mergers, Acquisitions and Business Sales, Second Edition, is an easy-to-understand guide which explains the tax consequences of buying or selling a business and the art of successfully closing...
by Donald S. Malecki, David D. Thamann
Language: English
Release Date: November 11, 2013

From this single, clear, convenient resource, you receive a straight forward, annotated walkthrough of all three 2013 ISO Commercial Auto Program policy forms: » Business Auto Coverage Form » Motor Carrier Coverage Form » Auto Dealers Coverage Form » And Analysis of the Important Endorsements...
by Stephan R. Leimberg, John J. McFadden, C. Frederick Reish
Language: English
Release Date: August 25, 2015

The Tools & Techniques of Employee Benefit and Retirement Planning, 14th 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 employee benefit and retirement planning processes.
by Carolynn Tomin, Colleen Carcone
Language: English
Release Date: September 27, 2013

Principles of Estate Planning is written specifically for students and focuses on teaching students precisely what they need to know about estate planning. Topics are broken down into subtopics and illustrated with client situations and practitioner tips to ensure understanding. This student-friendly...
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