Fill out this form, Print it, and then Fax it to 949. 250.0794

 

 
A 16-page Presentation/Fact Finder that you print!
(personalized with your name and address)
  • Educate your clients before your meeting on the basic estate planning tools which are available to them.
  • Great for ALL member of the Estate Planning Team
    • Attorneys, accountants, life underwriters, financial consultants, trust officers, charitable giving advisor
Information as to appear on your product
Name: *
Company:
Address 1:
Address 2:
City:
State:
Zip Code:
 
Phone:
Fax:
E-mail:
Web Site:
* Your Name will appear on the footer of each page.

I. PRINT ONLY VERSION
a. Single User [Print up to 500 copies per year] Retail $199 Introductory Price $149 [price subject to change]
b. Multiple Users and High Usage Customers:
If you need to print more than 500 copies per year or if you want a company name on the front cover [rather than your individual name] send us an e-mail message telling us:
1. Estimated annual usage: ________ copies
2. Number of persons using it: ______
3. The Business or Partnership Name
4. Your name ______________________ sales@availableresources.com

II. INTERNET VERSION
a. Linked from your site See Example:
www.planners.net/epe
b. If you don't have a web site ust give the location of the report to a prospective client in a letter, an e-mail, by fax, over the phone, or on your business card and they can view or print the personalized report.

Internet version of EPE - Setup fee $90
plus a Monthly fee of $12
Also, take a look at www.planners.net for a semi-custom web site of your own.

Four Ways to ORDER
1. www.availableresources.com
2. FAX 949 250-0794
3. US Mail
4. sales@availableresources.com
 
Introductory Prices
   
PRINT ONLY version
(Single User) $199 $149
$________
 
INTERNET VERSION
Setup fee $ 90
_________
Monthly Fee $ 12
_________
Sales tax
(if Calif. Res 7.5%)
________
Shipping & Handling
$____10.00_
Total Cost:
$ ________
Check No.
________
Charge Card (Visa/MC/Amex):
 
Expiration date:

[Prices subject to change without notice]
Billing Information
* indicates required
*Name:
Company:
*Address 1:
Address 2:
*City:
*State:
* Zip Code:
*Phone:
Fax:
*E-mail: