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Books by Stephan Leimberg






The Tools & Techniques of Employee Benefit and Retirement Planning,(15th Edition)
(Tools and Techniques of Employee Benefit and Retirement Planning)
by Stephan R. Leimberg, John J. Mcfadden, C. Frederick Reish
Paperback, 512 Pages, Published 2017 by The National Underwriter Company
ISBN-13: 978-1-945424-40-3, ISBN: 1-945424-40-0

"The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes. Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning ..."






The Tools & Techniques of Estate Planning,(15th Edition)
by Stephan R. Leimberg, Jonathan H. Ellis, Stephen N. Kandell, Ralph Gano Miller, Timothy C. Polacek, Morey S. Rosenbloom, Gary Zwick
Paperback, 816 Pages, Published 2011 by National Underwriter Company
ISBN-13: 978-1-936362-25-7, ISBN: 1-936362-25-2

"Stephan Leimberg's Tools & Techniques of Estate Planning provides the tools (systems and products that can be used) and techniques (methods to implement the tools to be the most effective) that every estate planner, financial planner, and insurance professional needs to help their clients make the best estate planning decisions. It is the first analytical book to incorporate the Tax Relief Act of 2010 Implications into all of its planni ..."






The Tools & Techniques of Employee Benefit and Retirement Planning(12th Edition)
by Stephan R. Leimberg, John J. Mcfadden
Paperback, 506 Pages, Published 2011 by National Underwriter Company
ISBN-13: 978-1-936362-19-6, ISBN: 1-936362-19-8

"Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 12th edition, applies the trusted Tools and Techniques approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.This new edition remains the practical, time-saving resource filled with up-to-date guidanc ..."






Employee Benefit and Retirement Planning(10th Edition)
(Tools and Techniques)
by John J. Mcfadden, Stephan R. Leimberg, Leimberg Mcfadden
Paperback, 561 Pages, Published 2007 by National Underwriter Company
ISBN-13: 978-0-87218-931-7, ISBN: 0-87218-931-7

"Book by John J. McFadden, Stephan R. Leimberg"






The Tools & Techniques of Employee Benefit and Retirement Planning(8th Edition)
(Tools and Techniques of Employee Benefit and Retirement Planning)
by Stephan R. Leimberg, John J. Mcfadden
Paperback, 517 Pages, Published 2004 by Natl Underwriter Co
ISBN-13: 978-0-87218-634-7, ISBN: 0-87218-634-2

"Leimberg is the author of numerous books on estate, financial, and employee benefit and retirement planning and a ... New Book of Trusts - Post '97 Tax Law with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate  ..."






Tools & Techniques of Investment Planning(2nd Edition)
(Tools & Techniques)
by Stephan R. Leimberg, Robert T. Leclair, Thomas R. Robinson, Jr. Doyle, Robert J., Robert Doyle
Paperback, 562 Pages, Published 2006 by National Underwriter Company
ISBN-13: 978-0-87218-689-7, ISBN: 0-87218-689-X

"Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to ..."






The Tools & Techniques of Estate Planning(17th Edition)
by Stephan R. Leimberg, Dr Jay Katz, Martin M. Shenkman, Ralph Gano Miller, Stephen N. Kandell
Paperback, 850 Pages, Published 2015 by The National Underwriter Company
ISBN-13: 978-1-941627-45-7, ISBN: 1-941627-45-5

"The completely updated Tools & Techniques of Estate Planning, 17th edition, applies the trusted “Tools & Techniques” approach to this complex area, enabling you to: •Help your clients effectively preserve their assets under current law •Handle the widest variety of estates •Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first 16 editions so effective and popular, this new ed ..."






Tools & Techniques of Employee Benefit And Retirement Planning(9th Edition)
Tools & Techniques Of Employee (Tools and Techniques of Employee Benefit and Retirement ... of Employee Benefit and Retirement Planning)
by Leimberg Mcfadden, John J. Mcfadden, Stephan R. Leimberg
Paperback, 565 Pages, Published 2005 by National Underwriter Company
ISBN-13: 978-0-87218-665-1, ISBN: 0-87218-665-2

"This book is written for financial services professionals working in the employee benfeit market. It provides clear, easy to understand explanations of over 50 benefits from when is the use of the tool or technique indicated, advantages and disadvantages, and any tax implications."






The Tools & Techniques of Investment Planning(4th Edition)
by Stephan R. Leimberg, Thomas Robinson, Robert R. Johnson
Paperback, 656 Pages, Published 2017 by The National Underwriter Company
ISBN-13: 978-1-945424-44-1, ISBN: 1-945424-44-3

"The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate."






The Tools & Techniques of Investment Planning,(3rd Edition)
by Stephan R. Leimberg, Thomas R. Robinson, Robert R. Johnson, Robert J. Doyle, Jr. Doyle
Paperback, 600 Pages, Published 2013 by National Underwriter Company
ISBN-13: 978-1-939829-16-0, ISBN: 1-939829-16-X

"The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate."






The Tools & Techniques of Financial Planning,(10th Edition)
(Tools and Techniques of Financial Planning)
by Stephan R. Leimberg, Martin J. Satinsky, Michael S. Jackson, Bryan J. Havighurst
Paperback, 550 Pages, Published 2012 by National Underwriter Company
ISBN-13: 978-1-936362-84-4, ISBN: 1-936362-84-8

"The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered."






Tools & Techniques of Employee Benefit and Retirement Planning, 11th ed.(11th Edition)
(Tools and Techniques of Employee Benefit and Retirement Planning)
by Stephan R. Leimberg, John J. Mcfadden, J.D.
Paperback, 512 Pages, Published 2009 by National Underwriter Company
ISBN-13: 978-0-87218-987-4, ISBN: 0-87218-987-2

"This book is intended to serve as an easily accessible, up-to-date guide to creative employee benefit and retirement planning for use by financial planners, insurance agents, accountants, attorneys, and other financial services professionals, as well as company managers, personnel departments, and CFP, law, and graduate school students. It covers almost every popular employee business arrangement used in business today. Although special ..."






Tools & Techniques of Financial Planning(8th Edition)
(Tools and Techniques of Financial Planning)
by Stephan R. Leimberg, Martin J. Satinsky, Michael S. Jackson, Robert J. Doyle, Jr. Doyle
Paperback, 514 Pages, Published 2007 by National Underwriter Company
ISBN-13: 978-0-87218-932-4, ISBN: 0-87218-932-5

"In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth re ..."






Tools and Techniques of Life Insurance Planning(4th Edition)
(Tools & Techniques)
by Stephan R. Leimberg, Robert J. Doyle, Jr. Doyle
Paperback, 576 Pages, Published 2007 by National Underwriter Company
ISBN-13: 978-0-87218-933-1, ISBN: 0-87218-933-3

"Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. 4th Edition offers expanded rev ..."






The Tools & Techniques of Charitable Planning(1st Edition)
by Stephan R. Leimberg, Roger L. Shumaker, J. J. Macnab, Randy L. Yipse, Johnine R. Hays, Wesley Yang, James R. M.D. Allen, Jr. Allen, Johnnie R. Hays
Paperback, 369 Pages, Published 2005 by National Underwriter Company
ISBN-13: 978-0-87218-292-9, ISBN: 0-87218-292-4

"Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable ..."






The Tools & Techniques of Life Insurance Planning(3rd Edition)
by Stephan R. Leimberg, Robert J. Doyle, Jr. Doyle
Paperback, 574 Pages, Published 2004 by National Underwriter Company
ISBN-13: 978-0-87218-654-5, ISBN: 0-87218-654-7

"Discover proven methods for determining a client s life insurance needs and close more sales than ever before with the helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Tools & Techniques of Life Insurance Planning features extensive coverage of 10 policy types with quick comparisons. 4th Edition offers expanded rev ..."






Tools & Techniques of Financial Planning(7th Edition)
(Tools and Techniques of Financial Planning)
by Martin J. Satinsky, Michael S. Jackson, Jr. Doyle, Robert J., Stephan R. Leimberg, 'Stephan R. Leimber
Paperback, 490 Pages, Published 2005 by National Underwriter Company
ISBN-13: 978-0-87218-656-9, ISBN: 0-87218-656-3






Tools & Techniques of Financial Planning(9th Edition)
(Tools and Techniques of Financial Planning)
by Stephan R. Leimberg, Martin J. Satinsky, Michael S. Jackson, Robert J. Doyle, Jr. Doyle
Paperback, 504 Pages, Published 2009 by National Underwriter Company
ISBN-13: 978-0-87218-989-8, ISBN: 0-87218-989-9

"In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth re ..."






How to Settle an Estate(Updated)
A Manual for Executors and Trustees
by Charles K. Plotnick, Stephan R. Leimberg
Hardcover, Published 1991 by Consumer Reports Books
ISBN-13: 978-0-89043-443-7, ISBN: 0-89043-443-3

"Settling an estate is an enormous financial and legal responsibility for which many are not prepared. The solution? Follow the advice of two estate experts who have created this all-inclusive manual, leading readers through the maze of legal documents, forms, letters, and notices to be filed and the procedures that must be followed to fulfill all obligations concerned. In clear and simple terms, Plotnick and Leimberg offer practical ad ..."






The Tools & Techniques of Insurance Planning and Risk Management,(3rd Edition)
by Kenneth Price, Stephan R. Leimberg, Jesus Pedre
Paperback, 464 Pages, Published 2016 by The National Underwriter Company
ISBN-13: 978-1-941627-95-2, ISBN: 1-941627-95-1

"This is the third edition of our popular professional resource specifically tailored for non-insurance professionals. 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."



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