Agency/Agent Training Library - Financial Planning (set of 5 CD-ROMs)

'A perfect client giveaway. "But What if I Live? The American Retirement Crisis" is a dramatic wake-up call for clients who come from a generation of overspent and undersaved Americans facing the very real possibility of outliving their money.'

A comprehensive and practical resource full of in-depth information about the legislation and regulations that impact this ever-growing apect of financial planning.

Award-Winning Author and All-American Planner, Sheryl Garrett, CFP®, delivers her proven strategy for profitable, fee-only financial advisory services. All-New edition expands upon every aspect of the financial planning process—with personal tips based on how Garrett did it best. Includes Bonus CD-ROM with practical resources: questionnaires, worksheets, letters, and topic-specific “one-sheets.” New Advice on latest “best practices.” New Chapters including scope of engagement. New Strategies.

The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age-sensitive strategies based on applied research. Includes Presentation Guide and CD-ROM with Sales/Training tools and other practical resources.

The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age-sensitive strategies based on applied research.

Smart financial advisors recognize the full marketing potential of college planning—building insurance, retirement planning and other investment business stemming from a highly-motivated, rapidly-expanding market continually renewing itself. With the Power Kit, seize your share of opportunities even without being a college planning expert. Power Kit consists of Book, Presentation Guide, and CD-ROM featuring: Sales & Training tools, College Money System™ tools, and other practical resources.

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threatening topic with prospects eager to discuss their children/grandchildren’s financial situations. Lucrative, time-tested techniques guide Advisors beyond 529 to a wealth of multi-generational sales.

This guide focuses on the estate, business, and compensation planning areas that affect shareholders and employees of S Corporations

NEW 4th Edition - Completely updated, detailed coverage of annuities.

Don't miss out on the industry's best advice, ideas and insights. The Cutting Edge in Financial Services has drawn from the best ideas, innovations and insights of the nation's most successful planners.