Submit a New Member Benefit
NAEPC will consider the following products
and services: software related to estate planning, educational opportunities,
estate planning publications, discipline-specific estate planning information or
programs and services appropriate for affiliated council development. Please
complete the application below and return it to the NAEPC office to have your
product or service considered as a benefit for
affiliated local councils or for all
members. Applications are reviewed on a regular basis.
NAEPC staff will send product information to
appropriate committee for discussion and review. Committee review will take
place within 90 days of receipt of material
Membership Value & Services /
Value Added Committee
Guidelines & Procedure for Product Review
The following types of products & services will
be considered for committee review:
- Software related to estate planning
- Conferences, seminars, webinars and other
educational opportunities
- Books, magazines and other publications
related to estate planning
- Industry-specific information related to
estate planning (example: software specific to attorneys)
- Programs and services appropriate for council
development (example: Konica / Minolta)
In order to successfully implement and maintain
the program, the NAEPC has the following conditions / requests:
- The product must be discounted specifically
for the NAEPC and the cost should be less or equal to other benefit programs
by the same company
- Company must provide the NAEPC with a 1 - 3
paragraph description of the program that will be posted on the NAEPC website
and used in NAEPC newsletters
- Company must provide the NAEPC with an online
order form or other appropriate procedure for placing orders
- Company agrees to provide the NAEPC with a
letter if the benefit program is discontinued or discount level is changed
Procedure to have a product / service reviewed:
- Send copy of materials to
admin@naepc.org with "Member Benefit
Material Submission" in subject line or send 10 packets of material to NAEPC
office address above
- NAEPC staff will send product information to
Member Value & Services Committee for discussion and review. Committee review
will take place within 90 days of receipt of material
- NAEPC will notify company of Committee
determination
- If accepted, NAEPC requires complete
implementation of online program within 30 days of notice of acceptance
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