J.K. Lasser Pro Separate Account Management
Subtitle: an Investment Management Strategy Designed for High Net Worth Individuals
Contributors: Ziesenheim, Ken; Trevisani, Peter; Ebooks Corporation
Series: J.K. Lasser Pro Series; J.K. Lasser pro series
Publisher: John Wiley & Sons
Published: 2003
Place of publication: Hoboken, NJ
Language: eng
Format: [electronic resource] :
Number of pages: 289
ISBN-13: 9780471441458
Subjects: Portfolio management
Description: "Whether you're a financial professional with no previous money management experience or an advisor who has been practicing for years, J.K. Lasser Pro Separate Account Management has the information you need to firmly grasp a proven investment management strategy designed for high net worth individuals. Filled with in-depth insights and expert advice, this comprehensive guide will introduce you to the nuances of separate account management and show you how to use this investment vehicle to build your business as well as help your clients reach their financial goals."--Jacket.
Notes: Electronic reproduction. Available via World Wide Web.

Mode of access: World Wide Web.
Table of contents: title: pt. I.; title: Basics -- -- Ch. 1.; title: Introduction -- -- Ch. 2.; title: Separate Account Definitions -- -- Ch. 3.; title: State of the Separate Accounts Industry -- -- Ch. 4.; title: Participants in the Separate Account Market -- -- pt. II.; title: Process -- -- Ch. 5.; title: Investment Management Consulting Process -- -- Ch. 6.; title: Start with Financial Planning -- -- Ch. 7.; title: Asset Allocation -- -- Ch. 8.; title: Understanding the Different Styles and Types of Managers -- -- Ch. 9.; title: Building a Core Investment Portfolio -- -- Ch. 10.; title: Creative Process of Writing an Internet Policy Statement -- -- Ch. 11.; title: Selecting Separate Account Managers -- -- Ch. 12.; title: Control Account -- -- Ch. 13.; title: What Does a Separate Account Cost? -- -- Ch. 14.; title: Tax Management in the Separate Account -- -- pt. III.; title: Delivery System -- -- Ch. 15.; title: Converting Existing Clients -- -- Ch. 16.; title: Prospecting for High Net Worth Investors -- -- Ch. 17.; title: Compliance -- -- Ch. 18.; title: Leveraging Your Operations -- -- Ch. 19.; title: Understand the Employee Retirement Income Security Act (ERISA) and Separate Accounts -- -- Ch. 20.; title: Look Into the Future.