Solutions Handbook : For Personal Financial Planning, Business Planning, Employee Benefits and Estate Planning

Solutions Handbook provides financial services representatives with a practical reference tool for understanding the basic principles used in the primary areas of insurance and financial planning. It can be used for a variety of purposes: as an office reference guide, a supplement to classroom training materials or as a handy sales and informational aid when meeting with clients. The book is divided into four sections: * Personal Financial Planning * Business Planning * Employee Benefits * Estate Planning Each discussion contains text, endnotes and a 'planning checklist' that identifies information needed to prepare an analysis of client needs.