The Main Libraries place essential, up-to-date sales and strategy information at your fingertips. Topics are discussed in a practical, narrative style, providing expertise and smart solutions that can be implemented today.

• Coverage of over 15 major subject areas
• Subjects-areas are broken down into more than 100 major categories, with over 700 related sub-sections

Each Main Library article provides:

• Detailed explanation of subject matter
• Cross references within the article to related topics
• Lists of all related articles within the same section

Tax Facts is the technical tax-reference that financial practitioners need, providing answers and analysis to thousands of tax questions related to insurance and financial planning. Tax Facts delivers trusted third-party credibility with direct citations to specific IRS Code, rulings, and regulations.

• Thousands of Q&As covering dozens of main topics
• Annuity and Valuation tables
• Multiple methods for quick topic drill down including the Tax Facts Guidex, Starting Points, and Navigators

Each Tax Facts Question offers:

• Numbered Questions for easy look-up and referral
• Detailed answers and analysis
• Cross-references to footnotes for additional resources
• Lists to related questions
• Links to related topics and questions

The Advisor’s Journal provides updates and commentary on current news and legislative topics. These insightful and expert articles offer advisors an efficient method for staying informed of all the industry developments as they occur.

• Article headlines listed chronologically for each month
• Links and summaries to latest updates
• Cross-references to related content on AdvisorFX

Concepts Illustrated is a library of easy-to-understand illustrated charts, diagrams that explain dozens of complex financial concepts. Each illustration can be conveniently downloaded as a PDF.

• Detailed explanations to accompany the diagrams
• Cross-references to related Concepts Illustrated and Main Library articles
• Easy to print and share PDF download

The AdvisorFX Calculators are interactive tools to make complex calculations simple. Excellent for use as a communication tool to help clients easily understand and act on the need to manage their finances.

• Over 80 financial calculators for retirement planning, mortgages, investments, tax, savings and more
• Each calculator delivers printable report of results

Practice Aids

Practice Aids offer targeted tips and solutions that advisors can use to effectively manage common business issues.

• Insights on practice management, sales and marketing, time management and more