Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one who reviewed it remarked, it "deserves a place in every wealth advisor's reference library."
An easy to read the book, it "takes a complicated subject and makes it easy to digest." Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an "essential resource" for you providing the knowledge you need to help your clients maximize the benefits of life insurance.
As one industry expert said after reading the book..."there are other fine books on life insurance...but none as concise and readable."
For more information about the book and its author, you can visit MichaelBrohawn.com.
Author Bio:
Michael brings a unique perspective to the life insurance discussion. After a successful sales career developing life insurance strategies for high net worth clients, Michael, along with two partners started a company in 2007 that has evolved into the largest manager of in-force life insurance policies in the country.
Michael developed the prudent practices for trust-owned life insurance (TOLI) policy purchase and management that gave the firm its niche in that market becoming not only a guide but an educator, to trustees and fiduciaries nationwide.
Today, Michael works with advisors and policyholders - with his focus on one goal - maximizing the value of life insurance.
Автор: Trivedi, Smita Roy (national Institute Of Bank Management, Pune, India) Kyal, Ashish H. (founder, Waves Strategy Advisors) Название: Effective trading in financial markets using technical analysis ISBN: 0367313553 ISBN-13(EAN): 9780367313555 Издательство: Taylor&Francis Рейтинг: Цена: 43890.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: This book provides a comprehensive guide to effective trading in the global markets through the application of technical analysis. It discusses trend analysis, candlestick patterns, momentum, volume and volatility indicators, Elliott Wave, Time Cycles with trade setups, backtesting of technical analysis strategies and algorithmic trading.
Discover new insights on how to setup, manage, and advise wealthy families and their family offices
The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs.
This book teaches those who advise family offices and wealthy families on:
- How to setup, structure, and advise a family office
- Current compliance, fiduciary and risk management practices for a family office
- Forward-thinking investment management, estate planning, and private trust company considerations
- Fresh insights on philanthropy, legacy, and impact investing
- Best practices to managing family wealth education and preparing next generation owners
- New insights on family governance, strategic planning, and succession
- Methods to create a family constitution, mission, and vision for families and their family offices.
The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.
Автор: Flood Brian Название: Wealth Exposed: Insurance Planning for High Net Worth Individuals and Their Advisors ISBN: 1118810694 ISBN-13(EAN): 9781118810699 Издательство: Wiley Рейтинг: Цена: 50160.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: An indispensable survival guide for high-net-worth individuals and their advisors If you`re like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they`ve worked so hard to achieve.
Take your Supernova practice to even greater heights of performance and profitability
The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model--Segmentation, Organization, Planning, Acquisition, and Leadership--provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.
The acknowledged pioneer of the Supernova model, author Rob Knapp offers in-depth examination of every aspect of the Supernova model, from client experience to leadership development. This invaluable resource addresses significant issues facing disciples of the model, including areas of chronic underperformance, and delivers proven solutions that financial advisors can integrate into their practices. Detailed coverage of core elements, such as the Rule of Reciprocity, Gap Analysis and the Five Star Model, promotes critical analysis of advisor performance and builds the foundation for precise alignment to the essential Supernova principles.
This indispensable book empowers current and prospective Supernova practitioners to:
Build and optimize an efficient and profitable Supernova advisory practice
Structure your practice around high-value activities that increase revenue and grow your business
Maintain a predictable schedule of meaningful client contact
Develop and implement proactive planning strategies with your team and client base.
The Supernova model is not complex, but requires sustained and disciplined effort to achieve best results. TheSupernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices is the key to unlocking remarkable results and sustained achievement in advisory practices across the financial management industry that will differentiate you and your practice from the ordinary into the extraordinary.
Автор: Sestina John E. Название: Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors ISBN: 1119069122 ISBN-13(EAN): 9781119069126 Издательство: Wiley Рейтинг: Цена: 28500.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their live
Автор: De Souza Bernie, Schreiter Tom Название: Getting Yes Decisions: What Insurance Agents and Financial Advisors Can Say to Clients. ISBN: 1892366819 ISBN-13(EAN): 9781892366818 Издательство: Неизвестно Рейтинг: Цена: 13790.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: In the new world of instant decisions, we need to master the words and phrases to successfully move our potential clients to lifelong clients. Easy, when we can read their minds and service their needs immediately. Can we master these new words, phrases, and five questions quickly? Of course we can, and this book shows us how.
Автор: Desmarais Jeremiah D. Название: Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisors ISBN: 1683504410 ISBN-13(EAN): 9781683504412 Издательство: Неизвестно Цена: 18350.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: 201 Cutting edge tips, ideas and secrets to sell more insurance and financial services using the internet.
Автор: Levinson Jay Conrad, Hicks Grant W. Название: Guerilla Marketing for Financial Advisors: Transforming Financial Professionals Through Practice Management ISBN: 163047813X ISBN-13(EAN): 9781630478131 Издательство: Неизвестно Цена: 22950.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: Based on the best selling " Guerrilla Marketing Series" with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level.
Автор: David Berns Название: Modern Asset Allocation for Financial Advisors ISBN: 1119566940 ISBN-13(EAN): 9781119566946 Издательство: Wiley Рейтинг: Цена: 32730.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание:
An authoritative resource for the wealth management industry that bridges the gap between modern asset allocation solutions and practical implementation
An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with more limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios.
The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to:
Define a rigorous asset allocation framework focused on maximizing the full client utility function while minimizing the effects of estimation errors
Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile
Create a systematic framework for justifying which assets should be included in client portfolios
Utilize a regime-based forecasting system that intuitively and self-consistently allows advisors to establish market forecasts
Run optimization methods that respect complex client preferences and real-world asset characteristics
Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.
Автор: Tatsat Hariom, Puri Sahil, Lookabaugh Brad Название: Machine Learning and Data Science Blueprints for Finance: From Building Trading Strategies to Robo-Advisors Using Python ISBN: 1492073059 ISBN-13(EAN): 9781492073055 Издательство: Wiley Рейтинг: Цена: 67570.00 T Наличие на складе: Есть у поставщика Поставка под заказ. Описание: Over the next few decades, machine learning and data science will transform the finance industry. With this practical book, analysts, traders, researchers, and developers will learn how to build machine learning algorithms crucial to the industry.
Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law
Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals--whatever they may be. Whether you're recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here--just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all.
This new second edition has been updated to reflect President Trump's massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom.
Saving, budgeting, managing debt, minimizing taxes, and living within your means--all classic financial advice, but easier said than done, right? In this book, you'll find real, practical advice for actually doing it--to the extent that makes sense for you.
Understand the enormous changes taking place in the federal income tax code
Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of
Negotiate your way through the 10 Key Wealth Management Issues with expert advice
Find out if you have what it takes to reach financial independence by starting your own business
Follow a clear roadmap to financial independence, no matter how you define it
The goal is not perfection on all fronts, it's simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting--simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams.
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