Client Building Quick Read Brochures (More Info)

Understanding Living Trusts
How to Avoid Probate, Save Taxes, and More

Understanding Estate Taxes
Strategies to Reduce/Eliminate Estate Taxes

Who Should Be Beneficiary of Your IRA
How to Turn a Modest Inheritance Into Millions for your Family

Understanding Corporate Trustees
Reasons To Have A Professional Help You Build/Protect Your Wealth

Understanding Charitable Remainder Trusts
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity

Understanding Life Insurance Trusts
How To Reduce/Eliminate Estate Tax Cost

Understanding the Duties and Responsibilities of a Successor Trustee
How To Reduce/Eliminate Estate Tax Cost

Understanding Funding Your Living Trust
Why and How to Transfer Your Assets To Your Revocable Living Trust

Newsletters (More Info)

Current Newsletter

Has Its Own Order Form (Click Here)

Special Reports (More Info)

Understanding Estate Planning & Living Trusts (16 pp)

$14.95 each

Financial Organizer

PowerPoint Presentations (More Info)
Save time by speaking to 25, 50, 100 prospects or more in the time-frame of a single appointment! Available in PowerPoint CD-Rom. All include scripts and marketing guide. Presentations are nonreturnable. If you order them, you are stating that you have read, understand and agree to our disclaimer.


1. Understanding Estate Planning & Living Trusts


2. Understanding Estate Taxes


3. Understanding Charitable Remainder Trusts


4. Who Should Be Beneficiary of Your IRA


Understanding Living Trusts® Book (More Info)
America's favorite book on living trusts. This best-seller has sold over 350,000 copies. Perfect client give-away. (288 pp)

Retail: $24.95 each

Business Boosting Kits (More Info)

Business Boosting Kit
Samples of all our products, minus the book.


Enhanced Business Boosting Kit
Samples of all our products, including the book.


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