Targeted at high net worth individuals,
this guide discusses tax-efficient ways to build, preserve
and ultimately transfer wealth. It positions the presenter
as a source of expert help in achieving the reader’s
financial goals. This proven marketing tool gives accountants,
attorneys, insurers, trust officers and financial planning
professionals an effective way to build client relationships
and increase awareness of ways they can be of service.
Membership organizations can use this guide
as an incentive for joining or renewing, and nonprofits can
use it to thank donors for support. Employers will find it
a means of providing key employees with helpful financial
planning information.
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