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

Field Guide to Estate Planning, Business Planning & Employee Benefits 2000

Unknown, Author

Management & Leadership

Tap into the power of win-win networking and build your business by helping your prospects and clients. Become sought after as a strategic matchmaker and resource provider. With Power NetWeaving the possibilities are endless! More than a book of systems and strategies, this inspiring guide gives you real-life success stories of people whose NetWeaving habits have enhanced their careers and their lives. With the networking wisdom of renowned co-authors Bob Littell and Donna Fisher, you'll learn how to: Create win-win relationships, Attract and retain the best clients, Multiply your income and career satisfaction, Develop life-long powerful connections, Raise your reputation with your clients and peers, Leave a lasting legacy of positive inspiration. Super power your career with this winning strategy guide!

Power Netweaving: 10 Secrets to Successful Relationship Marketing

Fisher, Donna

Littell, Robert S.

Marketing & Sales

Insuring To Value

Richardson, Diane

The Wedge offers a powerful, proven technique to distinguish you from the incumbent agent and help you win new business. You will dramatically increase your "win ratio" and add satisfied clients to your book of business by researching a potential client, building rapport, and discovering the client's inner dissatisfaction in the current relationship. Learn Why Traditional Selling Doesn't Work Learn What You Need To Know To Win Rapport, Discovery, Differentiation The Six Steps of The Wedge Wedge Scripting Aids and More! Randy Schwantz s The Wedge strips away the theoretical and packs in the most practical sales techniques to come along in the last ten years. If a salesperson is not Driving the Wedge, they re just spinning their wheels! Richard F. Yadon, Jr. Director of Sales Willis Corroon Corporation of Kansas 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. kemspeaks Amazon.com online reviewer Phoenixville, PA Randy Schwantz is President &amp; CEO of The Wedge Group, a sales training and consulting firm headquartered near Dallas, Texas. He is in the business of helping agencies, carriers and other companies accelerate their profitable growth by integrating their sales people, support staff and executive leadership into a high-performance team.

The Wedge: How to Stop Selling and Start Winning

Schwantz, Randy

Insurance

Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today. With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike. - What new services are being offered and how - New trends in managing a practice - Shifts in the accepted wisdom about portfolio building and investments - Unlock your personal potential in a very demanding and competitive business

The Cutting Edge in Financial Services

Bob, Veres

Personal Finance

The key to better serving clients while increasing sales in the disability insurance market. Learn how to teach your clients about the options available, determine their needs, and choose products to meet those needs. Show your clients that they need more disabilty income protection than an employer can provide. Present disability income coverage as a wealth preservation vehicle. Explain Social Security and Worker's Compensation limited disability income protection. Build the bridge to future long-term care sales.

How to Sell Disability Income Insurance

Sadler, Jeff

Education & Reference

Risk Management for Financial Planners, 1st Edition

The Annuity Handbook, 4th Edition has been updated with the latest available information on nonqualified annuities to provide a comprehensive look at the most current information on the markets, compliance issues, taxation, and uses of annuities. What's NEW in the 4th Edition: Product Features: Market value adjustments Guaranteed minimum interest rate index Discussion of owner-driven contracts vs. annuitant contracts Bonus annuities Guaranteed death beneftis in variable annuities Uses of Annuities: Trust ownership of annuities Use of annuity payouts and settlement options for retirement income distribution planning Split annuity sales idea Annuities owned by Medicaid applicants/recipients Expanded discussion of annuities and retirement planning to include retirement income distribution considerations Compliance: New suitability requirements for fixed annuities sold to seniors

The Annuity Handbook

Chandler, Darlene K.

Everything you need to establish or increase your presence in the massive 401(k) market. Using their combined expertise, employee benefits specialist Anthony J. Domino, Jr., CLU, ChFC, MSFS, Immediate Past President of the Society of FSP and Enrolled Actuary Howard Rosenfeld, MAAA, MSPA, have created the first 401(k) book designed specifically for producers. In today's business environment, you need more than just technical references. You need a tool that shows you step-by-step how to offer your business clients the most popular retirement plan in the United States. The 401(k) Advisor is user-friendly enough for advisors new to the 401(k) market, yet accurate and authoritative enough to satisfy the needs of longtime experts. From design features to sales ideas, this book provides everything you need to establish or increase a presence in the 401(k) market. After reading The 401(k)Advisor, you will be able to: Identify the best candidates for new 401(k) plans so you can focus on the business most likely to pay off, and make proposals that are most likely to win new business Easily prepare a sales presentation that will consistently bring in new 401(k) business Explain the new Roth 401(k) feature that takes effect January 1, 2006 Win the business of existing plans by demonstrating how you can improve on the costs or services of their current 401(k) provider Pinpoint the critical compliance issues and show the client how to satisfy them Answer practical, ongoing 401(k) questions easily, proving your expertise on retirement plans and opening the door to other opportunities with small business owners Take advantage of the growth market in solo 401(k)plans Features: Explanation of how to present and sell a 401(k) plan to an employer Explanation of key requirements for plan compliance Checklists and information-gathering forms Explanation of fee arrangements: bundled, unbundled and open architecture User-friendly answers to the most important plan qualification requirements Operational issues Sample forms and documents With 401(k) expertise, you can establish your credibility and earn the trust of business owners who have a multitude of other life insurance needs.

The 401(k) Advisor

Rosenfeld, Howard

Domino, Anthony J.

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