Read Books Online and Download eBooks, EPub, PDF, Mobi, Kindle, Text Full Free.
Download The National Underwriter full books in PDF, epub, and Kindle. Read online The National Underwriter ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!
Author : William H. Byrnes
Publisher :
ISBN 13 :
Total Pages : 78 pages
Book Rating : 4.:/5 (116 download)
Download or read book National Underwriter Sales Essentials (Life & Health) written by William H. Byrnes and published by . This book was released on 2014 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Hannah Farber
Publisher : UNC Press Books
ISBN 13 : 1469663643
Total Pages : 350 pages
Book Rating : 4.4/5 (696 download)
Download or read book Underwriters of the United States written by Hannah Farber and published by UNC Press Books. This book was released on 2021-10-28 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unassuming but formidable, American maritime insurers used their position at the pinnacle of global trade to shape the new nation. The international information they gathered and the capital they generated enabled them to play central roles in state building and economic development. During the Revolution, they helped the U.S. negotiate foreign loans, sell state debts, and establish a single national bank. Afterward, they increased their influence by lending money to the federal government and to its citizens. Even as federal and state governments began to encroach on their domain, maritime insurers adapted, preserving their autonomy and authority through extensive involvement in the formation of commercial law. Leveraging their claims to unmatched expertise, they operated free from government interference while simultaneously embedding themselves into the nation's institutional fabric. By the early nineteenth century, insurers were no longer just risk assessors. They were nation builders and market makers. Deeply and imaginatively researched, Underwriters of the United States uses marine insurers to reveal a startlingly original story of risk, money, and power in the founding era.
Author : Hank George
Publisher : Hgi Press
ISBN 13 : 9780982433607
Total Pages : 272 pages
Book Rating : 4.4/5 (336 download)
Download or read book Underwriting written by Hank George and published by Hgi Press. This book was released on 2009-06 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 1286 pages
Book Rating : 4.3/5 (91 download)
Download or read book The National Underwriter written by and published by . This book was released on 1917 with total page 1286 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Frank S. D. Alexander
Publisher :
ISBN 13 : 9781936362264
Total Pages : 0 pages
Book Rating : 4.3/5 (622 download)
Download or read book Condominium Insurance Coverage Guide written by Frank S. D. Alexander and published by . This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Condominium Insurance Coverage Guide clearly identifies all key issues involved in assessing the insurance needs of condominium clients--whether they are individual unit owners or condominium associations. This edition covers: * Condominium Association Coverage form CP 00 17 06 07 * Unit-owners form HO 00 06 10 00 * Association Directors & Officers exposures and coverage This is the only resource of its type, and it delivers much needed clarity in an often complex and confusing area of the insurance industry. Among the many benefits you'll find in Condominium Insurance Coverage Guide is an easy-to-follow approach for determining the crucial interrelation between state statutes, association agreements, and condominium master plans for each condominium client. Without this basic foundation, it is virtually impossible to properly insure all the various aspects of condominium risks. With Condominium Insurance Coverage Guide--it's easy!
Author : Stephan Leimberg
Publisher :
ISBN 13 : 9781954096080
Total Pages : 1074 pages
Book Rating : 4.0/5 (96 download)
Download or read book The Tools and Techniques of Estate Planning, 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author : Brad Klontz
Publisher :
ISBN 13 : 9781941627877
Total Pages : 0 pages
Book Rating : 4.6/5 (278 download)
Download or read book Facilitating Financial Health written by Brad Klontz and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. The authors, two mental health professionals and a CFP(R)-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money. This concise yet comprehensive Guide enables financial planning and mental health practitioners to effectively integrate tools from the fields of psychotherapy, life coaching, and financial planning as they help their clients change destructive financial behaviors. Facilitating Financial Health, 2nd Edition will enable you to: -Address your clients' money-driven problems, from both financial planning and mental health perspectives -Learn the best techniques and recognize when to call in help from outside your field when dealing with clients' financial issues -Focus on both interior (emotional and intangible aspects of money) as well as exterior (the tangible "nuts and bolts" of financial planning) financial health topics -Explore "Money Scripts" - beliefs about money commonly held by clients, financial planners, and therapists that can lead to destructive financial habits -More effectively work with individuals and couples on difficult financial health topics In addition to everything that made the 1st Edition so popular, this new 2nd Edition delivers these enhancements: -Modern counseling tools are presented with references to updated research and publications for both financial planning and mental health professionals -A more comprehensive description of "Money Scripts" - beliefs that hamper clients' abilities to make sound financial planning decisions -Updated ethical information, including references to new CFP(R) ethical guidelines -A newly enhanced chapter on creating an integrated financial practice -New tools for working with couples, including tips on working with nontraditional and unmarried couples -Content that has been enhanced by readers about the kinds of money-driven relationship issues that are the most commonly seen by planners and clients alike
Author :
Publisher :
ISBN 13 :
Total Pages : 816 pages
Book Rating : 4.3/5 (91 download)
Download or read book The National Underwriter written by and published by . This book was released on 1903 with total page 816 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Dana Shilling
Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.1/5 (86 download)
Download or read book Financial Planning for the Older Client written by Dana Shilling and published by . This book was released on 2001 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John E. Grable
Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)
Download or read book The Case Approach to Financial Planning written by John E. Grable and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9781949506020
Total Pages : 480 pages
Book Rating : 4.5/5 (6 download)
Download or read book The Tools and Techniques of Insurance Planning and Risk Management, 4th Edition written by Stephan R. Leimberg and published by . This book was released on 2018-10-04 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the fourth edition of our popular professional resource specifically tailored for non-insurance professionals, newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage. The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition, provides expert guidance on all key personal and business-related policies, including life, health, disability, social insurance, commercial property insurance, workers compensation, business umbrella, directors and officers liability, cyber liability, and much more. In this fully revised and updated edition, respected authors Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.; Kenneth W. Price; and Jesus M. Pedre provide proven, practical guidance you can apply immediately. Each chapter breaks down complex insurance information so that non-insurance professionals can understand the intricacies of the coverage offered by each product line, allowing planners to insure that their clients have the right type and amount of insurance for their risk profiles This edition delivers: Thirty-two newly updated chapters divided into five sections on the principles of risk and insurance; insurance company operations; personal and commercial insurance lines; life and health insurance planning needs; and commercial property & liability A new chapter on cyber insurance provides information on the most common types of cyber threats faced by businesses today, as well as coverage information about cyber insurance policies to help businesses decide which potential risks can be insured against A new section on commercial flood insurance details the options for how businesses can obtain flood coverage on the private market to protect against ever-more-common flood risks Newly updated materials on the National Flood Insurance Program (NFIP) for homeowners Updated content on personal and business auto policies, including coverage for ride-sharing activities Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies Additionally, the risk management techniques in this book are integrated with up-to-date tax and government insurance information so that planners can incorporate that information into their clients' insurance planning activities to avoid duplicate coverage and take advantage of potential tax savings that are available to individuals and businesses.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)
Download or read book The Tools & Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Brad Klontz
Publisher :
ISBN 13 : 9780872189621
Total Pages : 0 pages
Book Rating : 4.1/5 (896 download)
Download or read book Facilitating Financial Health written by Brad Klontz and published by . This book was released on 2008-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively. Includes a "Decision Tree" with guidelines for deciding when it is appropriate for planners to work with client's interior issues themselves and when it is appropriate to refer clients to or partner with coaches or therapists. Praise for Facilitating Financial Health "This is an essential handbook written by some of the most experienced and eloquent experts in the new field of Integrated Financial Planning. Reading Facilitating Financial Health is like taking a multi-day workshop with master facilitators. Each chapter contains fresh insights into client challenges and practical how-to s for facilitating positive change." Susan Bradley, CFP Founder of the Sudden Money Institute "Facilitating Financial Health provides the knowledge, tools, and guidelines needed to be a catalyst of positive change. I highly recommend this book." Carol Anderson, M.S. Founder and President, Money Quotient "Facilitating Financial Health is a book to help the helpers financial professionals, debt counselors, life coaches and psychotherapists to help their clients." Richard Trachtman, Ph.D. Director, MORE Services for MOney & RElationships "If you want to help clients overcome destructive financial habits and dysfunctional belief systems, then this book will be an invaluable resource. A must read for all change agents!" David B. Yeske, CFP Past President, Financial Planning Association "This is a must read for any professional helping a client on a life or money issue, as these issues are so intertwined." Hugh Massie Author of Financial DNA: Discover Your Unique Financial Personality for a Quality Life "No financial planner, money coach, debt counselor, or money therapist should be without this valuable resource." April Lane Benson, Ph.D. Founder, Stopping Overshopping, LLC "Klontz, Kahler, and Klontz, regarded as pioneers in the field of money matters, offer us long overdue insights into helping our clients understand and change their self-destructive money behaviors. Courtney Pullen, M.A., LPC CEO, Pullen Consulting "An exciting exploration of the interface between two dynamic fields finance and psychology." Pat DeLeon, Ph.D., J.D. Former President, American Psychological Association
Author :
Publisher :
ISBN 13 :
Total Pages : 1810 pages
Book Rating : 4.3/5 (512 download)
Download or read book The National Underwriter written by and published by . This book was released on 1953 with total page 1810 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ruth Harry Lytton
Publisher :
ISBN 13 : 9780872186927
Total Pages : 355 pages
Book Rating : 4.1/5 (869 download)
Download or read book The Process of Financial Planning written by Ruth Harry Lytton and published by . This book was released on 2006 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 600 pages
Book Rating : 4.0/5 ( download)
Download or read book Tools & Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : R. David Watros
Publisher : American Bar Association
ISBN 13 : 9781614389002
Total Pages : 0 pages
Book Rating : 4.3/5 (89 download)
Download or read book The Advisor's Guide to Long-term Care written by R. David Watros and published by American Bar Association. This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: With statistics that point to the probability that people are likely to need extended health care during their life, this manual helps estate planners, advisors, and individuals address these essential life decisions. The authors consider all relevant aspects of long-term care insurance, explaining how to best use it as a prudent risk-management choice. All relevant aspects are covered, including funding and self-funding options; governmental programs; recent; taxation; wealth preservation; and options for the employer in establishing coverage for employees.
