National Underwriter Sales Essentials (Life & Health)

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Publisher :
ISBN 13 :
Total Pages : 78 pages
Book Rating : 4.:/5 (116 download)

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Book Synopsis National Underwriter Sales Essentials (Life & Health) by : William H. Byrnes

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:

Underwriters of the United States

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Publisher : UNC Press Books
ISBN 13 : 1469663643
Total Pages : 350 pages
Book Rating : 4.4/5 (696 download)

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Book Synopsis Underwriters of the United States by : Hannah Farber

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.

The Case Approach to Financial Planning

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Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)

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Book Synopsis The Case Approach to Financial Planning by : John E. Grable

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.

Underwriting

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Publisher : Hgi Press
ISBN 13 : 9780982433607
Total Pages : 272 pages
Book Rating : 4.4/5 (336 download)

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Book Synopsis Underwriting by : Hank George

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:

Condominium Insurance Coverage Guide

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Publisher :
ISBN 13 : 9781936362264
Total Pages : 0 pages
Book Rating : 4.3/5 (622 download)

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Book Synopsis Condominium Insurance Coverage Guide by : Frank S. D. Alexander

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!

The National Underwriter

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Publisher :
ISBN 13 :
Total Pages : 1230 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The National Underwriter by :

Download or read book The National Underwriter written by and published by . This book was released on 1917 with total page 1230 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Directors and Officers Liability

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Publisher :
ISBN 13 : 9781938130878
Total Pages : 0 pages
Book Rating : 4.1/5 (38 download)

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Book Synopsis Directors and Officers Liability by : Joseph P. Monteleone

Download or read book Directors and Officers Liability written by Joseph P. Monteleone and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This resource is the only comprehensive, yet targeted, publication covering both the exposures and risk management/insurance treatments in the area of directors, officers, and management liability.

The Tools and Techniques of Estate Planning, 20th Edition

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Publisher :
ISBN 13 : 9781954096080
Total Pages : 1074 pages
Book Rating : 4.0/5 (96 download)

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Book Synopsis The Tools and Techniques of Estate Planning, 20th Edition by : Stephan Leimberg

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.

The National Underwriter

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Publisher :
ISBN 13 :
Total Pages : 816 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The National Underwriter by :

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:

Facilitating Financial Health

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Publisher :
ISBN 13 : 9781941627877
Total Pages : 0 pages
Book Rating : 4.6/5 (278 download)

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Book Synopsis Facilitating Financial Health by : Brad Klontz

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

Underwriting Services and the New Issues Market

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Publisher : Academic Press
ISBN 13 : 0128032839
Total Pages : 332 pages
Book Rating : 4.1/5 (28 download)

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Book Synopsis Underwriting Services and the New Issues Market by : George J. Papaioannou

Download or read book Underwriting Services and the New Issues Market written by George J. Papaioannou and published by Academic Press. This book was released on 2017-07-27 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: Underwriting Services and the New Issues Market integrates practice, theory and evidence from the global underwriting industry to present a comprehensive description and analysis of underwriting practices. After covering the regulation and mechanics of the underwriting process, it considers economic topics such as underwriting costs and compensation, the pricing of new issues, the stock price and operating performance of issuing firms, the evaluation of new issue decisions, and an analysis of the many choices issuers face in structuring new issues. Unlike other books, it systematically develops a critical perspective about underwriting practices, both in the U.S. and international markets, and with a level of detail unavailable elsewhere and an approach that reveals how financial institutions deliver underwriting services. Underwriting Services and the New Issues Market delivers an innovative and long overdue look at security issuance. Foreword by Frank Fabozzi Covers underwriting contracts and arrangements on pricing and costs Focuses on the financial consequences of the issuance decision for the firm Describes and evaluates decisions regarding the features and structure of new security offerings.

Financial Planning for the Older Client

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Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.1/5 (86 download)

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Book Synopsis Financial Planning for the Older Client by : Dana Shilling

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:

The National Underwriter

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Publisher :
ISBN 13 :
Total Pages : 1812 pages
Book Rating : 4.3/5 (512 download)

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Book Synopsis The National Underwriter by :

Download or read book The National Underwriter written by and published by . This book was released on 1953 with total page 1812 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Facilitating Financial Health

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Publisher :
ISBN 13 : 9780872189621
Total Pages : 0 pages
Book Rating : 4.1/5 (896 download)

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Book Synopsis Facilitating Financial Health by : Brad Klontz

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

The Tools & Techniques of Financial Planning

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Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)

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Book Synopsis The Tools & Techniques of Financial Planning by : Stephan R. Leimberg

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:

The Process of Financial Planning

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Publisher :
ISBN 13 : 9780872186927
Total Pages : 355 pages
Book Rating : 4.1/5 (869 download)

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Book Synopsis The Process of Financial Planning by : Ruth Harry Lytton

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:

The Business Interruption Book

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Publisher :
ISBN 13 : 9788879991339
Total Pages : 380 pages
Book Rating : 4.9/5 (913 download)

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Book Synopsis The Business Interruption Book by : Daniel T. Torpey

Download or read book The Business Interruption Book written by Daniel T. Torpey and published by . This book was released on 2004 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is the authoritative source for information on business interruption issues, including establishing values before the loss, handling loss adjusting problems, and establishing a proof of loss after the fact. Written by acknowledged leaders in the business interruption field, it is the only resource of its kind because it progresses from technical, theoretical issues through their practical solutions. Includes practical discussions on handling frequently litigated issues and on understanding insurance policy language. In depth claim scenarios provide the details needed to analyze, discuss, and resolve difficult business interruption situations that are culled from actual loss situations. Business leaders and managers, risk managers, insurance professionals, and accounting professionals will benefit from this book because, first and foremost, it marries the twin business interruption issues of accounting and insurance.