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.