Estate Planning at Work®
the estate protection plan •
saving the
family business • business owner blues •
online training
THE ESTATE PROTECTION PLAN is a complete plug-n-play marketing module
to help you reach Business Owner Clients and build strong strategic
relationships. Present this program to employers, business owners,
membership associations, or as a joint marketing effort with CPA's and
financial advisors. Through this plan, employers can offer a valuable
benefit to their employees -- at little or no cost to themselves. And,
because the plan is offered through the employer serving in a fiduciary
capacity -- and not directly to the public -- the program satisfies most
states' disciplinary rules against direct solicitation. (Rule 7.3 in the
ABA Model Rules -- your state's rules may vary.)
You may also want to consider purchasing the
Optional Online Marketing Plug-In which includes an
Estate Protection Plan
website, archive of articles, and a monthly e-newsletter.
BUY
THE ESTATE PROTECTION PLAN NOW
READ FULL DESCRIPTION & VIEW SAMPLES
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Saving the Family Business outlines fundamental steps necessary to plan for the survival of the
family business. Includes a brief study of transfer taxes. Explains the
need to identify priorities, challenges and strategies. Includes a case
study.
You may also want to consider purchasing the companion brochure
Business Owner Blues as
a hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
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Take control of your marketing with ready-to-print Estate Planning
Brochures. Print small quantities on your office color printer, or at a
"quick-copy" shop. For larger quantities, you can easily upload the file
to one of the many online printers for fast, affordable color
printing delivered to your door! Delivered to you as an Adobe Acrobat file, ready for digital
printing.
Business Owner Blues
Being a business owner today is both rewarding and challenging,
especially if your business is a family business. For those facing the unique challenge of transferring ownership
of the family business upon retirement, disability or death, a
properly funded Buy-Sell Agreement may be the key to survival.
Click Here for More About
Business Owner Blues and Other Estate Planning Brochures
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Watch FREE
40-Minute Training Webinar: Marketing to Business Owners (Windows Media File)
Note: This is quite a large file and may take awhile to load. You may
choose to watch it online, or right-click and choose SAVE TARGET AS to download to your hard drive
and review off-line.
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