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Save both time and money by educating
your clients about the basic tools and techniques of estate
planning before you meet.
Look
your professional best with this presentation/fact finder
containing photographs, charts, diagrams and text that print
in brilliant colors or in black and white.
This handsomely
illustrated 16-page booklet, written in easy-to-understand
terms, concludes with a handy 3-page fact finder.
Originally
developed by Richard M. Kettley, JD, CLU, ChFC for
his own estate planning law practice, Estate Planning Essentials
has been proven to build confidence and understanding, which
usually results in referral business from grateful clients.
TESTIMONIALS
There are
two versions of the Estate Planning Essentials. The Print
Only Version, and the Internet Version.
Get
both the Estate Planning Essentials and it's
companion, the Estate Planning Basics, at a
discount when you buy both!
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Note:
If you don't currently have a web site, here are
a couple of suggestions.
-
Consider using Planners.Net as your clients resource
for financial planning information. (More
information)
- If
you don't want a web site right now, but would like
to have your clients be able to download your personalized
file for only $12 a month (plus a one-time setup fee
of $90), we can help you.
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When
printing the Estate Planning Essentials, we recommend using
the following Printer
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