Concept Presentations

Consumer-friendly materials designed to educate and motivate clients on a wide range of subjects, from estate planning to business planning to charitable giving and more.

Reference Library

A one-stop, searchable, resource center designed to help you understand the specialized concepts that you will face in the Advanced Markets, along with the tax implications of those concepts – both Federal and state.

Checklists

Implementation and life event checklists for those cases where there is a need to gather information from various sources.

Specimen Documents

Sample buy-sell agreements, split-dollar agreements, trust documents, powers-of-attorney – and much more – allow you to work more effectively with your client's other advisors, such as CPAs and attorneys.