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“colleen carcone”

Showing 1 - 12 of 12 results for “colleen carcone”
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  • Principles of Estate Planning, Fifth Edition

    by Carolynn Tomin, Colleen Carcone ...
    The Principles of Estate Planning, 5th edition is designed to help advisors retain what they learn, not just read it. Every chapter opens with clear learning objectives and a contents outline, then reinforces the material with client situations that show concepts in action, practitioner tips for real-world application, and direct callouts to CFP Board practice standards. Chapter summaries, key ... Read more

    $141.89 USD

  • Principles of Estate Planning, 3rd Edition

    by Carolynn Tomin, Colleen Carcone ...
    The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages.The book is a complete ... Read more

    $131.79 USD

  • Principles of Estate Planning, 4th Edition

    by Carolynn Tomin, Colleen Carcone ...
    This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate ... Read more

    $141.89 USD

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  • Insurance and Risk Management

    The Definitive Australian Guide

    by John Teale ...
    Is the leading Australian publication on this complex area directed at students, financial planners, insurance professionals and the general public.This essential guide provides practical instruction that will enhance financial planning and insurance curriculums. Insurance and Risk Management provides a clear analysis of the principles of insurance and the types of insurance products available, as ... Read more

    $112.99 USD

  • Insurance Theory and Practice

    by Rob Thoyts ...
    This book provides a comprehensive overview of the theory, functioning, management and legal background of the insurance industry. Written in accessible, non-technical style, Insurance Theory and Practice begins with an examination of the insurance concept, its guiding principles and legal rules before moving on to an analysis of the market, its players and their roles and relationships.The model ... Read more

    $91.99 USD

  • Principles of Principled Life Insurance Selling

    by Ned B. Ricks ...
    A handbook for life insurance sales professionals who want to make or keep their business practices client-centered. An insurance consultant and trainer of over 25 years experience shares skills in marketing , prospecting, discovery, closing, handling client concerns and delivery. Includes Four Pillars of success. ... Read more

    $3.99 USD

  • How to Sell Long-Term Care Insurance: Your Guide to Becoming a Top Producer in an Uptapped Market

    by Jeff Sadler ...
    The 3rd Edition illustrates successful people-centered, long-term care strategies in wake of today s challenges strategies that sincerely benefit clients while increasing the marketing potential and profitability for financial and insurance planners. Authored by Jeff Sadler, an expert in disability and long-term care coverage with an insurance career spanning more than 30 years. While most people ... Read more

    $62.99 USD

  • Captive Insurance in Plain English

    by F. Hale Stewart JD. LL.M. ...
    This is written to be the readers first book on captive insurance. It avoids legal and industry jargon, instead using straightforward language to quickly and efficiently explain how captives started and how a business can use a captive insurer to supplement its existing risk management program. ... Read more

    $3.99 USD

  • Investment Beliefs

    A Positive Approach to Institutional Investing

    by K. Koedijk, A. Slager ...
    Series series Economics and Finance (R0)
    Having the right investment beliefs and putting them into practice is key to delivering the right results. Decision makers in the investment industry should worry less about the stocks and products they pick for their clients and more about getting the big picture right; developing investment beliefs are instrumental in making the right choices. ... Read more

    $44.99 USD

  • The Advisor’s Guide to Long-Term Care, 2nd Edition

    by Stephen Forman, Jeff Sadler ...
    We are entering a new era in which those with the means will need to rely on their own financial planning for their future security. This includes many, if not most, of your clients. The Advisor's Guide to Long-Term Care is literally guaranteed to make you better able to understand and address the long-term care insurance needs of your clients. ... Read more

    $91.49 USD

  • The Tools & Techniques of Employee Benefits and Retirement Planning, 19th edition

    by Joseph F. Stenken ...
    Master the full spectrum of employee compensation and benefits with The Tools & Techniques of Employee Benefit and Retirement Planning, 19th edition—your go-to guide for smarter, more strategic planning. Packed with real-world examples of compensation structures, healthcare and life insurance strategies, and fringe benefits, this powerful resource helps you anticipate both the obvious and ... Read more

    $179.99 USD

  • Business Interruption: Coverage, Claims, and Recovery, 2nd Edition

    by Daniel Lentz ...
    Business interruption claims are some of the most challenging that insurance professionals, risk managers, and business owners face. Preparing for, managing, and closing out a business interruption claim can be complicated and frustrating and often ends in failure. Success requires that you understand accounting principles and are able to interpret coverage language that is sometimes indefinite. ... Read more

    $105.19 USD