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The Tools & Techniques of Financial Planning (TOOLS AND TECHNIQUES OF FINANCIAL PLANNING) by Leimberg, Stephan R., Satinsky, Martin J., Leclair, Robert T., Doyle, Robert J., Jr. is a book available to read on EtoBox.

What is The Tools & Techniques of Financial Planning (TOOLS AND TECHNIQUES OF FINANCIAL PLANNING) about?

Retirement planning has been reformed. There are plenty of new education funding incentives. And estate repeal is on the horizon. Count on The Tools &amp; Techniques of Financial Planning, 6th Edition for the latest changes into today's planning strategies. <p>The completely updated 6th edition offers practical information on a wide range of financial planning tools and techniques. The book's systematic approach to planning will give you the solid foundation of skills and knowledge needed to gain client trust and earn more business. You'll learn how to relate the products you offer to each client's unique needs and circumstances.</p><p>Let renowned expert Stephan R. Leimberg and his team of prominent industry professionals explain:<br><br>The latest tax planning techniques<br>Retirement planning, updated for pension reform and final minimum distribution regulations<br>How split dollar has changed<br>What the new education tax breaks can do for your clients<br>Every major type of investment-from annuities to zero coupon bonds - and when to use them<br>The advantages and disadvantages of each investment<br>The Techniques section includes an up-to-date overview of every major part of

Author

Leimberg, Stephan R., Satinsky, Martin J., Leclair, Robert T., Doyle, Robert J., Jr.

Publisher

National Underwriter Co.; Brand: Natl Underwriter Co; Natl Underwriter Co

Published

2002

Language

EN

ISBN

9780872186156

Subjects

Economics, Finance, Business