Boot Camp for Advisors™

With business owners exiting their companies in record numbers, establishing a comprehensive Exit Planning Process should be top of mind for today's business advisors. Boot Camp for Advisors™ not only helps advisors identify opportunities for growing their business through Exit Planning, but it also provides in-depth training and a proven process for helping clients successfully exit their businesses.

Specifically, the Boot Camp for Advisors™ two-day seminar provides advisors with:

• The ability to approach, present and engage business owners through Exit Planning.
• The competitive advantage to set their business apart from others in the community with advanced training and exceptional marketing tools.
• The opportunity to enhance revenue streams while helping clients during a critical stage of their business.

Every advisor has the technical skills to assist an owner in Exit Planning, but few know how to package the process and use it to drive demand for their services. Attend an upcoming Boot Camp for Advisors™ to begin implementing Exit Planning into your practice today and to take advantage of all the opportunities that Exit Planning can offer. Don't miss this opportunity to set yourself apart from the competition.

Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you'll also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It's a library of history and information available for retrieval 24-hours a day!

CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business, features an extensive line of research materials and software solutions that are the professional's first choice for reliable, practitioner-oriented guidance for advising clients and making critical business decisions.

Visit Tax.CCHGroup.com to learn more about titles including:

• Estate and Retirement Planning Answer Book
• Asset Protection Strategies
• Estate Planning, 6th Edition
• Practical Guide to Estate Planning
• Multistate and Multinational Guide to Estate Planning

Civicom Audio Conferencing

Get everyone together without having to get them together!

Civicom serves many of the world's top 100 and 500 largest corporations with advanced communications solutions, and is able to do so at a very low cost due to a next-generation SIP technology platform that was the first implementation of its kind in the U.S. The company was founded in 2000 on the premise that a combination of low-cost, convenience, and excellence in communication services would meet with broad acceptance in the marketplace. Civicom currently offers services in the following general areas:

• Conference Calling - Virtually any form of conferencing possible at a great value.
• Web Conferencing - Present or collaborate over the web. Participants go to a simple web address to join.
• Event Calls - Civicom operators connect everyone and assist you on the call. Contact us for details.
• One Click Calling - People can call you, or vice versa, with a mouse click - instead of looking up phone numbers and dialing. Calls are made on regular phones.
• The ability to record your calls and have them transcribed at a very low cost.

Civicom Dial-A-Note Transcription

Tired of typing your meeting notes? With this new service offered by Civicom, you can get a low-cost transcription by e-mail the morning after you record it by dialing your number and dictating for as long as you like. See Civicom Audio Conferencing section for more information about this innovative company!

Complimentary Private Wealth Magazine Subscription

Private Wealth is the first and only magazine to exclusively target advisors and providers who cater to the financial, legal and lifestyle demands of the ultra-affluent. PW serves the very "top slice" of several different advisory segments, including: Private Bankers, Brokers, Asset Managers/Investment Managers, RIAs, Insurance Producers, Trust Officers, Accountants, Family Office Executives, Estate Planners, Attorneys, Wealth Managers and Luxury Providers.

DocuBank: Emergency Access to Healthcare Directives

DocuBank stores clients' healthcare directives and makes them immediately available to hospitals 24/7/365, anywhere in the world. The wallet card also provides vital medical information and contact information to reach loved ones quickly. This service protects clients and provides great marketing benefits for your firm!

Estate++: Protecting Estate Planning Documents & Information

Estate++ is an online estate planning organizer that stores your client's estate information and makes it available through any Internet connection. Its unique collaboration feature makes information immediately available to family members, trusted parties, and health care professionals. Estate++ protects your client's future and allows them to manage their important family documents from a single safe place. A subscription to Estate++ is a great addition to a winning estate plan. In addition to maximizing your client relationships, offering this service also conveys a powerful message, effectively saying... "We care about your future."

The Estate++ system is completely managed for you. We perform all administrative support tasks. You never have to worry about distributing subscription keys, uploading documents, or handling user login problems. Once your client is ready to sign up for this service, just send us their contact information and we’ll do the rest. All you have to do is market Estate++ to your client base and collect fees!

Exclusive benefits to NAEPC members include discounts on monthly maintenance and corporate partner subscription rates. As a special introductory offer we are offering corporate partnership subscriptions free of charge for the first six months.

Family Foundation Advisor

Editor: Jerry J. McCoy, LL.B, LL.M.

Written by one of the country's leading authorities on foundation management and law, Family Foundation Advisor is a bimonthly report letter devoted exclusively to helping professional advisors serving foundation administrators preserve foundation assets, avoid legal pitfalls, and ensure that the foundation has a positive impact on the community it serves. Each issue reviews current legal and regulatory developments and provides the best current ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed non-profits.

Interactive Legal Partnership with NAEPC

For estate planning professionals serious about staying up-to-date in their areas of expertise, a new "Webinar" series making its debut this May is something not to be missed. Featuring leading national experts as speakers, these Web seminars will promote success through education in estate planning, business planning, elder law, tax law, asset protection, and more.

This innovative series represents a new way to remain current, take in best practices, and learn about the latest developments in the field - essential for the success of any firm. The format takes full advantage of the latest Internet technologies. The result will be a high-quality presentation filled with essential information that's also affordable and convenient. Try finding that combination in a traditional seminar!

The Estate Planning Webinar series is made possible through a collaboration between the NAEPC and InterActive Legal, an NAEPC Member Benefit Partner that specializes in creating software for attorneys.

InterActive Legal/NAEPC Webinar Schedule – August /September 2008
Visit https://interactivelegal.webex.com to register for any of these exciting programs! You will need to enter a discount code when registering to obtain the NAEPC’s member pricing of $85. The code appears when you log in to the secure portion of this site.

Sept 3, 2008 - 1:00 – 2:00 p.m. EST
“Life Insurance as an Asset Class: Utilizing Modern Portfolio Theory Concepts to Better Understand & Manage Life Insurance” with Richard M. Weber, MBA, CLU, The Ethical Edge, Inc., Pleasant Hill, CA
This presentation will discuss:
• Life insurance is property: efficient frontier, asset allocation, and portfolio management concepts can be used to understand and evaluate new and in-force policies;
• We can infer appropriate styles of life insurance policies from client risk tolerance and timeframes;
• When used for lifetime coverage, the unique characteristics of policy living and death benefits make life insurance an asset class within a client’s portfolio;
• No single policy style can fulfill most clients’ lifetime objectives; building a “portfolio of policies” can optimize and fulfill those objectives; and
• Older policies may no longer be fulfilling original expectations; there are processes to evaluate and optimize remediation of needed insurance.

Sept 17, 2008 - 1:00 – 2:00 p.m. EST
"Selection and Planning Opportunities with Domestic Trust Jurisdictions" with Al W. King, III, JD, LL.M. of South Dakota Trust Company, LLC and South Dakota Planning Company, LLC

October 1, 2008 - 1:00 pm - 2:00 pm EST
"Advanced Planning Issues with Installment SAles to Intentionally Defective Trusts" with Derek L. Fletcher, JD, CPA, Shareholder, Winstead Attorneys

October 15, 2008 - 1:00 pm - 2:00 pm EST
"The Mathematics of Gifting & Inter Vivos Sales" with Robert S. Keebler, CPA, MST, AEP (Distinguished)

October 29, 2008 - 1:00 pm - 2:00 pm EST
"Asset Protection Entities of Choice" with Mark Merric, JD, CPA, CIA, CMA, MT

Journal of Taxation of Investments

Editor: Jerry J. McCoy, LL.B, LL.M.

Written by one of the country's leading authorities on foundation management and law, Family Foundation Advisor is a bimonthly report letter devoted exclusively to helping professional advisors serving foundation administrators preserve foundation assets, avoid legal pitfalls, and ensure that the foundation has a positive impact on the community it serves. Each issue reviews current legal and regulatory developments and provides the best current ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed non-profits.

Kettley Publishing Software

Through a special arrangement with Kettley Publishing Company, NAEPC is pleased to make a very special opportunity available just for members of your local council. Members can subscribe to the nationally-recognized Kettley software solutions at great savings. Included in this special offer is Back Room Technician, the industry standard source of client proposal information and concept material.

Klark Proposal Software, Inc.

Klark Proposal Software is an easy to use sales tool that helps educate your client about the concepts of estate, business and personal planning. The software features a short learning curve and allows you to quickly create proposals that your client will easily understand. The simplicity of the product is its strength.

A 45-day demonstration program of all three modules is available for $10 and includes training. The company is also able to e-mail you a sample estate planning proposal for the "Smith" family.

Konica / Minolta

Konica Minolta is an international leader in Document imaging and production equipment. Konica Minolta has factory direct pricing on equipment, service and supplies at discounted prices to the members of NAEPC.

Konica Minolta entire document imaging line of equipment was selected “Line of the Year” for 2005 by Buyers Laboratories. Buyers Laboratories is the imaging industry’s independent consumer testing facility.

Konica Minolta’s document imaging equipment meets a host of imaging capabilities, featuring copying, fax, network printing and scanning. Combined with software designed to find, archive and control documents. This new technology will change the way you do business.

Logo Merchandise - Accredited Estate Planner Designation

License Plate Frames

Accredited Estate Planners in good standing can purchse AEP license plate frames at a cost of 1/$10 or 2/$12.

Replacement AEP Lapel Pins

Replacement lapel pins are available to current AEP's at a cost of $10 each.

Both of these items are available by calling the AEP Administrator at the NAEPC office at (866)226-2224.

Logo Merchandise - NAEPC

Polo Shirts
NAEPC logo polo shirts are now available for purchase! The shirts are available in various colors and sizes.

The cost per shirt is $25 and orders must be placed by calling the National Office at (866) 226-2224.

National Center for Family Philanthropy

Splendid Legacy is the first and only comprehensive guide designed especially for donors, families, and their advisors. Enter "naepc" in the promo code line to obtain the NAEPC member price.

PESI, LLC - Knowledge and Networking Opportunities

NAEPC has partnered with industry legend Sidney Kess and PESI, LLC (www.pesi.com) to provide knowledge-sharing are networking opportunities for our members, including the 9th Annual Ultimate Estate, Retirement & Financial Planning Conference 2008.

PESI, LLC has a long history in the continuing education seminar business, with roots dating back to 1979, and has been educating the nation’s professionals in a variety of markets. In 1979, Professional Education Systems started out as a legal publishing company and quickly evolved into presenting continuing education seminars and conferences in addition to its publishing projects.

Retirement Snapshot

The Retirement Snapshot is an EXCEL-based software program that allows planners to create a 20 – 40 year cash flow and asset growth projection with ease. As the first step in Estate Planning, verifying adequate cash flow throughout retirement is quick and easy with this straight-forward program.

Unlike most software programs that create excessive output pages, the Retirement Snapshot creates an Income Statement and Asset Growth report using only a few pages which are very easy for the client to understand. An entire retirement cash flow analysis plan can be created in about 15 minutes using the 2 simple input pages.

All income streams are shown in color for both spouses; therefore the reports show very clearly when an income stream begins and ends, with any negative income highlighted in RED. As a result, the planner can easily point out the usefulness of a new financial product, rearrangement of asset ownership or composition and liquidity needs. The software allows planners to demonstrate how the redistribution of selected assets may overcome future cash flow problems with ease.

Verifying that retirement cash flow will be adequate by using the Retirement Snapshot reassures clients that they can be generous with their wealth and emphasizes that they will in all likelihood need to plan for the transition of remainder assets.

The Retirement Snapshot makes your initial work with each client reassuring and understandable for the client and quick and simple for you.

Seminar Marketing by Acquire

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations—accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Most importantly, we do the ground work it takes before launching any new seminar system. We do an In-depth study of the targeted prospect to include interviews and focus groups to better understand their desires, concerns and fears. Then we tailor the direct mail package to address those hot buttons. Then we thoroughly test the invitations for their impact and ultimate response rates. Then and only then do we offer time-tested materials to our advisor partners. Our seminar marketing consultants have implemented thousands of seminar events. We capture detailed and accurate demographic criteria for every consumer in the country to include:

• Exact and modeled age
• Income
• Net worth
• Income-producing assets

Trusts & Estates Magazine

Special Members Only Price!

Trusts & Estates' in-depth peer-reviewed articles have made the magazine the authority on estate law, tax issues, and wealth management for over a century. Attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts all contribute their insight and advice to the pages of the magazine. Always with a view to helping you better meet your client's needs. Written by experts for experts!

All the benefits of full priced subscriptions are yours … even at this low rate!

Wealth Management Business

Wealth Managment Business is the first and only regional wealth management and estate planning magazine introduced to the industry, offering five regional publications. Through these publications, Wealth Management Business offers the latest and most comprehensive regional news and information available on all aspects of the industry.

Published monthly, editorial coverage includes both national and regional wealth management news from industry associations, banks and trust companies, law firms, accounting firms, insurance companies, non-profits, investment companies and service providers to the wealth and estate planning industry.

Wealth Transfer Planning

Practice with Confidence!

Wealth Transfer Planning® (powered by HotDocs®) is the most powerful and drafting system for estate planning professionals. All WTP Practice Systems include extensive content help, available every step of the way. Document intake dialogs contain help and legal commentary for each question. Our exclusive substantive audio-visual tutorials, recorded by Jonathan G. Blattmachr, elevate the help system to the next level, providing more guidance on advanced and complex topics such as tax planning, tax apportionment, credit shelter trusts, and more. In addition, document interviews can be run in our exclusive "tutorial mode," which provides an extra level of help. Functional help is also available via a series a audio-visual tutorials, accessible from within the system. The system is available in three versions. See what’s included in each version.

All WTP versions are subscription based, and renewable annually. Included with all licenses is HotDocs Player software, at no additional cost. All WTP versions are updated regularly through a web updating service. Twelve months of content updating service is included.