As the first publication of its kind, the resources necessary to write effective financial plans are now in one book. Discover detailed, easy-to-follow steps within the systematic financial planning process that lead to meaningful results and allow process management. Loaded with time-saving analytical tools such as sample forms, questionnaires, and worksheets— benefiting anyone from a novice to an experienced planning professional.

Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

In Past is Prologue, Levine shares with readers the time tested processes and techniques that launched his own success, and how those same methods are still relevant today.

Feeling like you've already gone as far as you can with your current customer base? It's time for The Next Step- Take the next step to advanced markets today.

This book offers a step-by-step approach to graduating to advanced markets- you can learn in one reading what it might take you years to figure out on your own.

The Wedge for Financial Advisors offers a powerful, proven technique to distinguish you from the incumbent advisor and help you increase your sales and win new business. It begins with a single truth - most clients do not want to be sold, they want to buy.

Get paid what you are worth! Learn about the Great Rate Debate, Where Does Time Go?, What Goes into a Rate Calculation?, and much, much more. Learn tried and true techniques of setting fair and profitable rates.

For many Americans, the 401(k) plan is the foundation of their retirement savings. Yet many are not equipped with the essential knowledge to successfully manage their 401(k) investments. 401(K)NOWLEDGE reveals how prudently managing a 401(k) plan leads to comfortable retirement; all told through the stories of 401(k) investors who have either succeeded or fallen short.

AUS is the most comprehensive library of advanced sales information on the Internet. Updated daily, it is a quick and easy way for you to get accurate answers to all your clients’ urgent questions. AUS will help you deliver better service, increase new business and develop relationships with clients built on trust that will lead to referrals. www.OnlineAUS.com

Registered Investment Advisors (RIA), and other investment representatives, may be all too familiar with how difficult it can be to attract clients in today’s highly-regulated environment where there are a myriad of advertising pitfalls.

Here is a source that offers frank discussions on the rules of engagement for advisors’ marketing and advertising efforts and strategies for marketing ethically and effectively, without stepping out of regulatory bounds.

Break down barriers and connect with clients to form lasting, productive relationships. This collection of anecdotal essays from Investment Advisor columnists Olivia Mellan and Sherry Christie explores the everyday life issues that can derail clients' financial plan, and offers solutions for advisors to build mutually beneficial relationships that last.

Every financial professional should read and refer to this completely updated annuity resource. Delivered in an authoritative, yet easy-to-read language, this guide provides an objective discussion of what annuities can and cannot do, their costs, and the risk management features that annuities offer.

In an interactive e-Learning format you’ll master the three steps for using prospecting to your advantage: - Learning to request, and receive, referrals from your best clients. - Turning referrals into long-term clients. - Using strategic alliances as a source for even more referrals. Developed by the experts at OnlineAUS and The National Underwriter, Cloning Your Clients will provide proven techniques for effectively using referrals to maintain and grow your business.

Completely updated for 2009 and IRS mortality Table 2000CM, this valuable and efficient interactive CD-ROM offers more than 30 complex calculations for valuing interests in charitable and grantor trusts including: CLATs, CLUTs, CRATs, CRUTs, PIFs, GRATs, GRUTs, and QPRTs. Quick calculations for gift, estate, generation-skipping, and income tax can also be performed.