Quick-Read Brochures
Include latest tax changes!

Easy-to-read Q & A format will save you hours of time explaining the basics. Great for one-on-one meetings, mailings and seminar handouts. Topics include: Living Trusts, Estate Taxes, IRA Beneficiaries, Charitable Remainder Trusts, Corporate Trustees, Life Insurance Trusts, Funding Your Living Trust and Sucessor Trustee. Can be imprinted w/your name and logo.


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Special Report
Convert prospects into clients with these exclusive materials.

Great for meetings and seminars. Special report is entitled, Understanding Estate Planning & Living Trusts (16pp).


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PowerPoint Presentations
Include latest tax changes!

Save time by speaking to 25, 50, 100 prospects or more in the time-frame of a single appointment! Available in PowerPoint CD-Rom. Topics include: Estate Planning and Living Trusts, Estate Taxes, Charitable Remainder Trusts, and IRA Beneficiaries. All include scripts and marketing guide.


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Client Newsletters

Stay in front of your professional referral sources each month by sending The Wealth Counselor electronic newsletter personalized with your name, photo, firm profile and contact information.


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Understanding Living Trusts© Book
Our bestseller. Over 350,000 copies sold!
Updated version in production now! Place your order today and be among the first to have this latest version.
(Imprinting available on press runs. Call 800-728-2665 for details.)

"America's best book on Living Trusts…extremely easy to read…no legalese." Promotes using professionals (discourages the do-it-yourselfer). Great for training staff, seminar give-aways, coffee tables, gifts to affluent clients. Opens dialogue and significantly cuts the time you spend explaining and persuading.



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Business Boosting Kits
Not sure what to order? Order this!

Includes a copy of all our quick-read brochures, all four multi-media PowerPoint presentations (in demo form), excerpts from our book, "Understanding Living Trusts®" and more. Find out how to save time and educate your clients/prospects with prints products and the Internet.


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