Reference
Reference Books – The VSA contains the entire texts of nine of the most comprehensive books on insurance and financial planning…Stephen Liemberg's Tools and Techniques series below:
- Tools & Techniques of Employee Benefit and Retirement Planning
- Tools & Techniques of Estate Planning
- Tools & Techniques of Financial Planning
- Tools & Techniques of Income Tax Planning
- Tools & Techniques of Investment Planning
- Tools & Techniques of Life Insurance Planning
- Tools & Techniques of Life Settlement Planning
- Tools & Techniques of Retirement Income Planning
- Tools & Techniques of Charitable Planning
Tax Information
This section contains printable answers to common
tax questions about life and health insurance and
annuities with links to and a "road map" of the
entire US Tax Code.
Investment Information
The investor information on the FINRA website is
provided for public access, intended as a resource
for individual retail investors. In addition to
using this resource yourself, you can send clients
in need of investment information to the FINRA
website. This is a good source of credible, unbiased
third-party information.
Virtual Underwriter
Provides underwriting insight into all of the most
common medical impairments and other health hazards
that can result in sub-standard policy issues.
Additionally, provides questionnaires designed to
help collect the information an underwriter will
need to make an "offer."
Sales Ideas
A collection of field-tested sales ideas to help you
make immediate sales or conduct sales training
sessions.
Client Worksheets
Motivational Messages (Can be printed and provided
as small gifts to family, friends, clients and
prospects) Client Worksheets (Practical help for
clients and prospects)
Building Your Practice
A complete proven system for developing the critical
success habits needed to build and maintain a
profitable financial services practice. Includes
sales tracks and effective tools for building a
basic career.
The Business Manager
The TBM is an annual planning calendar and business
control system. Just print the contents and then
3-hole punch or spiral bind them to create a
week-at-a-glance planner pad. It has been designed
specifically for financial advisers to help you
control your business and your time.
Specimen Documents
Nearly 100 specimen documents designed to help the
client and his/her attorney get started on drafting
supporting documents from complex trusts to business
agreements.
Mental Vitamins
Exclusive to the VSA, Mental Vitamins gives you the
thoughts and encouragement of some of the world's
most popular motivational and inspirational people
at just a "click." A great self-improvement tool and
a wonderful resource for speeches, sales meetings
and presentations
CE Courses
A library of "e-learning CE courses" from The
National Underwriter. These courses are free for
your learning purposes. If you elect to use them for
CE credits, the grading and filing fee is just $25!
Resource Center
Thousands of government documents and forms for the
United States, as well as answers to a wide variety
of legal FAQs.
Cross & Integrated Selling
Articles on how to use the Priority Planning
Concepts as a method of transitioning from one
product or service sale to offering a broad range of
financial service products.
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