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Advisors Series Set
Time-tested solutions and today’s best strategies on major topics from 401(k), Annuities, and Nonqualified deferred compensation merge for results-driven pages aimed at meeting the planning needs of clients while capitalizing on future opportunities in your business.
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Advisor's Guide to Section 409A: A Revolution in Deferred Compensation Marketing
Covers designing, funding, selling and administering nonqualified deferred compensation in light of the new rules enacted under the American Jobs Creation Act of 2004 and recent IRS guidance.
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The 401(k) Advisor
Everything you need to establish or increase your presence in the massive 401(k) market.
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The Nonqualified Deferred Compensation Advisor: Plans Created Under 409A
Win and retain business in the executive compensation marketplace. Arm yourself with this extensive overview in light of the American Jobs Creation Act and IRS guidance—derived from the best-selling book Comprehensive Deferred Compensation. Discover the new ways to design, fund, sell and administer nonqualified deferred compensation plans for competitive advantage. Learn best recommendations to retain current business and acquire new clients.
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The Annuity Advisor, 2nd Edition
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.
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