The Tools and Techniques of Employee Benefit and Retirement Planning, 5th Edition, is intended to serve as an easily accessible, up-to-date guide to creative employee benefit and retirement planning for use by practicing financial planners, insurance agents, accountants, attorneys and other financial services professionals, as well as company managers, personnel departments, and law and graduate school students. It is designed to meet these professionals' needs for timely and accurate introductory, overview, or review information in this area. Such needs are increasing for two reasons. First, the high direct and indirect expenses involved with recruiting, retaining and ultimately retiring employees mandates a careful search for the benefit and compensation package that will accomplesh an employer's objectives in the most cost effective way. Second, in recent years, there has been a tremendous growth in federal legislation and regulatory activity in the compensation area; this increases the difficulty of designing benefit packages and also the cost (in taxes and penalties to employer and employee) of mistakes in benefit planning.

The Tools and Techniques of Employee Benefits (Fifth Edition)

Business & Money

Stephan R. Leimberg

Economics

The National Underwriter Company

Book by Leimberg, Stephan R., Leimberg, Stephen, McFadden, John

Tools and Techniques of Employee Benefits

John McFadden

Natl Underwriter Co

Book by Stephan R. Leimberg, Johnine R. Hays, J. J. Macnab, Roger L. Shumaker, Randy L. Yipse, Jr. Allen, James R., Wesley Yang

The Tools & Techniques of Charitable Planning (Tools & Techniques) (Tools & Techniques) (Tools & Techniques)

James, R.

Jr. Allen

Johnine R. Hays

J. J. MacNab

Roger L. Shumaker

Randy L. Yipse

Wesley Yang

Personal Finance

National Underwriter Company

The Tools and techniques of estate planning

Insurance

National Underwriter Co.

Book by Stephan R Leimberg, Martin J. Satinsky, Robert T. LeClair

The Tools & Techniques of Financial Planning

Martin. J. Satinsky

Robert T. LeClair

NUlaw Services, National Underwriter Co

The Tools &amp; Techniques of Employee Benefit and Retirement Planning (Tools and Techniques of Employee Benefit and Retirement Planning) Copy 2003 Eighth Edition with 517 pages..

The Tools & Techniques of Employee Benefit and Retirement Planning (Tools and Techniques of Employee Benefit and Retirement Planning)

Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry s first book to address an often-overlooked topic: Business of Financial Planning. In today s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity while allowing more time to cultivate new business and focus on clients. The authors deliver practical insight into selecting a business model as well as the advantages and disadvantages of relevant topics including owning a practice. 
 Knowledgeable strategies delve into: 
 Cultivating a practice through hands-on planning processes Selecting software/hardware based on size &amp; scope Increasing business through market share &amp; credibility analysis Evolving a practice to satisfy market demands &amp; new opportunities Designing a competitive fee structure that yields acceptable profits Authors David J. Drucker, MBA, CFPÃ‚Â® and Joel P. Bruckenstein, CFPÃ‚Â®, CFS, CMFC, two of the financial planning industry s preeminent experts in the field of practice management and technology, guide through starting your practice, running a mature practice, selling a practice, and everything you may face in between. What does practice management do for you? A planner with average technical skills but a clear strategic outlook from within this one book may be far more successful than a good technician who possesses only rudimentary understandings of the Tools &amp; Techniques. An abundance of financial advisory services are available in today s marketplace. Differentiate yourself. 
 Chapters to feature: the top 12 Creating a plan/finding clients Selecting a business model Portfolio construction and management tools Data Sources, presentation software, and professional news Client Relationship Management (CRM) Software Understanding document imaging and management need Setting a compensation structure Client survey software Financial planning software Developing a target market Client service Selling your practice

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

Management & Leadership

Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools &amp; Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. 4th Edition offers expanded reviews of the latest: Life settlements &amp; insurable interest Assets held by variable life insurance or variable annuities Income &amp; transfer tax consequences of life insurance Variable annuities versus mutual funds New split dollar regulations for old &amp; new arrangements always matching product to problem with revised formulas, worksheets and rules of thumb! Guides through the process of evaluating existing life insurance plans and formulating new strategies. Provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. Some techniques examined: buy-sell agreements; charitable planning; death benefit only plans; qualified/nonqualified plans; IRC Section 162 plans; key employee life insurance; roles of revocable and irrevocable trusts. Authors simplify by defining Tools &amp; Techniques; indicating when to use; analyzing advantages/disadvantages; identifying tax implications; addressing alternatives; calculating fees or other acquisition costs involved; selecting best client-based plans. The appendices consist of technical explanations of: generation skipping transfer taxation; treatment of modified endowment contracts and IRC Section 1035 exchanges; benefits income taxation; transfer for value rule. Newly Revised delivering sweeping changes from COLI Best Practices Act of 2006, PPA of 2006, and TIPRA of 2006. Life Insurance, PACE, and CFPÃƒÂ‚Ã‚Â® CE Filed. Chapters to feature: the top 12 How to Estimate the Insurance Need Legal Aspects of Life Insurance Variable and Variable Universal Life Irrevocable Life Insurance Trusts Key Employee Life Insurance Accelerated Death Benefits and Viatical Settlements Survivorship Life Buy-Sell Agreements Life Insurance in Qualified Plans Section 162 Plans Death Benefit Only (DBO) Plans Special Policy Provisions and Riders Delivers value at any knowledge level introductory, overview &amp; review! NOTE: Achieve 100% Correlation with CFPÃƒÂ‚Ã‚Â® Certification Examination Topics List when using Tools &amp; Techniques of Life Insurance Planning, 4th Edition in combination with Tools &amp; Techniques of Risk Management for Financial Planners, 2nd Edition. The Bundle of 2 is available for $132.90. Use Product # 8080002. Testimonials In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others. Stephan R. Leimberg, Lead Author of Tools &amp; Techniques

The Tools & Techniques of Life Insurance Planning (Tools and Techniques of Life Insurance Planning) (Tools and Techniques of Life Insurance Planning) (Tools and Techniques of Life Insurance Planning)

Jr. Doyle

Robert, J.

This book is written for financial services professionals working in the employee benfeit market. It provides clear, easy to understand explanations of over 50 benefits from when is the use of the tool or technique indicated, advantages and disadvantages, and any tax implications.

Tools & Techniques of Employee Benefit And Retirement Planning: Tools & Techniques Of Employee (Tools and Techniques of Employee Benefit and Retirement ... of Employee Benefit and Retirement Planning)

John J. McFadden

Leimberg McFadden

Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools &amp; Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives. Draws together the important topical concepts and investment instruments of: Fundamental &amp; technical analysis Commodity &amp; single-stock futures Corporate &amp; municipal bonds Government &amp; asset-based securities Exchange-traded &amp; mutual funds Direct &amp; indirect real estate holdings Hedging &amp; option strategies Investment risk Modern portfolio theory Performance measurement Asset pricing models Portfolio construction Formula Investing Equity holdings in stocks Newly Revised 2nd Edition of Tools &amp; Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools &amp; Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations. Chapters to feature: the top 12 Portfolio Management and Measurement Asset Allocation and Portfolio Construction Hedging and Option Strategies Exchange-Traded Funds (ETFs) REITs (Real Estate Investment Trusts) Financial Futures Mutual Funds Measuring Yield Convertible Securities Asset Pricing Models Asset-Backed Securities Common Stocks Delivers value at any knowledge level introductory, overview &amp; review! Testimonials In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others. Stephan R. Leimberg, Lead Author of Tools &amp; Techniques

Tools & Techniques of Investment Planning (Tools & Techniques)

Thomas R. Robinson

See the best price to sell, buy, or rent books by Stephan R. Leimberg. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Stephan R. Leimberg