Book by Leimberg, Stephan R., etc.

The Tools and Techniques of Financial Planning

Business & Money

Leimberg, Stephan R.

Doyle, Robert J.

LeClair, Robert T.

Personal Finance

Probus Publishing Co.

The Tools &amp; Techniques of Investment Planning 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.

The Tools & Techniques of Investment Planning, 3rd Edition

Robinson, Thomas

Investing

The National Underwriter Company

The Tools &amp; Techniques of Financial Planning, 11th 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 explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

Tools & Techniques of Financial Planning 11th edition (Tools and Techniques of Financial Planning)

Jackson, Michael S.

Insurance

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 emerged. The expert authors of The Tools &amp; Techniques of Life Insurance Planning, 6th Edition, have delivered a resource that helps you do just that. It delivers: » Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances » Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning » Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities » Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements » Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life Insurance products for charitable gift planning The Tools &amp; Techniques of Life Insurance Planning, 6th Edition, Delivers the Expert Insight and the Tools You Need to Utilize Life Insurance in the Most Effective Ways This latest edition includes new and expanded coverage of: » Strategies for life insurance planning that take into account higher tax rates and the new Net Investment Income Tax » Expert advice on how to modify existing life insurance plans in light of recent changes to portability rules and the increased estate tax exemptions » Updates on DOMA/same-sex marriage issues and their effect on life insurance planning for new and existing clients » Insight in to how state-level changes to dynasty trusts and the Rule against Perpetuities (RAP) affect life insurance planning » Enhanced buy-sell agreement strategies » Information about entity redemption as a technique for providing estate tax liquidity

The Tools & Techniques of Life Insurance Planning, 6th edition

Buck, Keith A.

Reference

Part of the popular Tools &amp; Techniques Series and Leimberg Library, the 13th Edition of The Tools &amp; Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of the products being offered.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools &amp; Techniques of Financial Planning features:
<ul>
<li>Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues</li>
<li>In-depth discussions of fundamental concepts like time value of money, business law, and economic principles</li>
<li>Ethical and practice standards for major professional organizations in the financial planning field</li>
<li>Helpful examples show how concepts apply for real-world planning scenarios</li>
<li>Detailed citations that provide jumping off points for more detailed research needs</li>
</ul>
 New in the 13th Edition:
<ul>
<li>Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act</li>
<li>Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board</li>
<li>Updated insurance and risk management content, including the new commercial flood program</li>
<li>Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses</li>
<li>New chapter on state best interest requirements, including New York's Section 187</li>
</ul>
 Topics Covered:
<ul>
<li>Principles and Processes of Financial Planning</li>
<li>Education and Retirement Planning</li>
<li>Tax and Investment Issues</li>
<li>Estate Planning</li>
<li>The Planner-Client Relationship</li>
<li>Practice Standards and Ethical Considerations</li>
<li>Ethical Rules for the CFP Board</li>
<li>Financial Planning Goals</li>
<li>Planning for Special Needs</li>
<li>Financial Planning Fundamentals</li>
<li>Cash and Budget Management</li>
<li>Credit and Debt Management</li>
<li>Time Value of Money and Quantitative Analysis</li>
<li>Legal Issues</li>
<li>Wills and Trusts</li>
<li>Related Disciplines</li>
<li>Risk Management and Insurance</li>
<li>Health, Disability, and Long-Term Care Insurance</li>
<li>State Best Interest Requirements</li>
<li>And More! See the “Table of Contents” section for a full list of topics</li>
</ul>
 As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.

The Tools & Techniques of Financial Planning, 13th Edition (Tools and Techniques of Financial Planning)

Leimberg, Stephan

Satinsky, Martin J.

Business

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