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

Agency/Agent Training Library - Life Insurance (set of 5 CDs)

Banks are diversifying into the sale of life insurance, annuities, and property and casualty coverages. The S&M Guide to Bank Insurance details the strategies that producers should follow to establish profitable relationships with banks and other institutions

Designed for insurance company and bank executives who want a solid grounding on the integration of the banking and insurance industries

'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.'

An up-to-date, concise guide that demonstrates the importance of good customer service to your business and to the insurance industry.

This up-to-date guide leads insurance agents through the difficult ethical and compliance issues they face in today's market.

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.

'Never again be caught with unanswered questions on your policy applications. Getting It Issued guides you through the complex maze of the risk selection process, and helps you eliminate call backs and delays which can cause clients to rethink the sale.'

Group Benefits Disability Specialist (GBDS) Designation Program

Offering your clients choices in group life insurance products will provide you with a greater chance for success in this growing market