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ESPlannerTM 2000: Revolutionary Financial Planning Software – CD-ROM edition for professional financial planners $495.00 “…if you demand the deepest and most powerful planning engine, look no further.” — The Washington Post ESPlanner, developed by Economic Security Planning, Inc., revolutionizes financial planning. Traditional financial planning makes you set your own saving and life insurance targets. This is hard and, if you set your targets too low, dangerous. ESPlanner finds your targets for you by do… |
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2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM) $27.32 In this bok you will learn how to lay out the context of the problem carefully; remain extremely sensitive to the emotions clients attach to their retirement assets; follow clients when they lead you off the track to other planning areas that concern them; lead clients to those other areas when they don’t make their own connections; and, master all the technical information to get clients th… |