A Trust Based Plan that Covers Everything!
The largest transfer of family wealth in USA history is now underway. American families, including the baby-boomers, will be leaving multiple trillions of dollars of estate value to succeeding generations over the next two decades.
Most American families have historically failed to plan for even basic contingencies regarding the management, control and final distributions of their estates. This neglect has caused many families much harm including (a) disharmony (or even serious disputes) within family units, (b) a total loss of financial-matter privacy, (c) exploitation by predatory creditors and opportunists, and (d) estate shrinkage from otherwise avoidable administrative/probate costs, exorbitant litigation fees, and transfer tax liabilities.
WE HAVE A SOLUTION THAT WORKS!
As a licensed Associate Advisor, you will be assigned your own Associate Console that will provide you with 24/7 access to our Internet Platform. . Our online system provides a level of convenience, accessibility and support for you, your clients, and your client's legal counsel that everyone will appreciate. End-user clients wanting to employ a proven method to address personal estate planning needs can now utilize, with advisor and attorney help, our exciting 21st century approach to help identify and meet estate-planning objectives using our eStatePlan Portfolio. We are dedicated to providing a supportive platform from which financial advisors can secure professional-grade estate planning products and services on behalf of their clientele. We have a great system, but it can function only with financial advisors like you. So, here is our invitation and your open door to acquiring valuable knowledge and experience in the estate planning arena, achieving market profitability, and building enduring client relationships.
All estate-planning firms are not alike -
As you know, the choices we all have to make about the people we work with can be weighty matters. Any contractual association carries the potential to either help or hurt your cause. Accordingly, you cannot achieve optimal success in the estate-planning arena unless you have the proper knowledge, precision tools, proven end-user deliverables, and direct access to a professional support system. That is why we can help you succeed. We have it all - on a networking platform - to share with you.
My LifeCard Plan® placements are made available through Integrated Trust Systems' service platform: www.MyLifeCardPlan.com
The following information is intended for educational use only and not to replace or supplement any tax or legal advice. Personal tax and/or legal counsel should accompany the implementation of any planning methods described on this website.