For the Financially Savvy

Columns and Articles / For the Financially Savvy

You may be fortunate to have experienced investors and business owners among your prospects. How can your marketing get the attention and respect of this audience? These pieces address topics like investment real estate, closely held stock, and wealth-transfer planning in an accurate, persuasive style that your high-end prospects will find sophisticated yet not tedious and over-technical.

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Charitable Lead Trusts

An overview of lead trusts that focuses on their usefulness in estate and family-wealth planning – and minimizes dense tax and gift-detail technicalities of this complex gift plan. Highlights...

Price: $255.00 | Product ID: 1016

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"