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 their support. Employers will find it a means of providing key employees with helpful financial planning information.

Representative topics

• Goal setting
• Gift and estate planning
• Charitable giving
• Asset protection strategies
• Investment planning and management
• Determining insurance needs
• Retirement planning
• Income tax reduction strategies

To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800-227-0498.