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March 2010
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Welcome to Wealth Planning Professionals!
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We can help you quickly build a successful wealth planning firm, understand and implement the latest in wealth planning education using niche marketing strategies and tactics, and learn what works--and what doesn't--without having to make the mistakes yourself. We make being a "smart wealth planner" simple, with easy-to-use tools, case studies, templates, research, reports, and other resources authored by trusted wealth planning experts. |
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Join today and experience for yourself why more than
8,000 wealth planning professionals have become members of the Wealth
Planning Professionals community! |
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 Expanding Your Options:Changing Your Relationship With Your Business
Josh Patrick, President, The Patrick Group
Owning a business is much like growing a family. You first start with a small nucleus with lots of hope. As time grows, you add members to your family and complexity gets higher and higher. . . . keep reading
 Analyzing ILITs:InKnowVision Has a Spreadsheet-Based Software
Donald H. Kelley, Esq.
ILIT Software from InKnowVision/Wealth Planning Professionals performs cost/benefit analysis for irrevocable life insurance trusts (ILITs) in Excel. The software includes the basic analysis of the estate tax benefits of conventional . . . keep reading
 The Benefits of Greater Meaning and Purpose in Charitable Trusts, DAFs, and Family Foundations
John A. Warnick, Esq., Holmes Roberts & Owen, LLP
Have you ever noticed that there seem to be cycles or fads which occur in the world of taxation and estate planning? Within the life cycle of a tax technique we will often find each of the following elements: . . . keep reading
 Retaining Long-Term Clients
Hank Carabelli, Co-Founder MyEstateManager.com
The past year has culminated in "a perfect storm" on the economy -- forcing professionals across every industry to fight harder than ever before to attract new customers as well as retain clients, and forcing wealth planning professionals especially to think outside... . . . keep reading
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InKnowVision's Monthly E-Casts & Relationship Builder Guide
InKnowVision, LLC
Each month InKnowVision looks at a specific situation taken from the their case files. There they review the facts and circumstances, the Family Wealth Goal Achiever Process . . . keep reading
The Periodic Table of Business Planning Elements
Josh Patrick, President, The Josh Patrick Group
The Periodic Table of Business Planning Strategies Definitions and Notes:1.) 401(k) Plan. An employer-sponsored retirement plan named after the section in the tax code that creates the plans. . . . keep reading
ILIT Template Software
InKnowVision, LLC
This Excel based program will allow you to illustrate the benefits of two of the most fundamentally important estate planning strategies in a clear and visually powerful presentation. . . . keep reading
Periodic Table of Estate Planning Elements
InKnowVision, LLC
We use the periodic table in initial client meetings in order to help clients understand that there are a number of different techniques, tools and strategies that could be used to help them accomplish their goals. . . . keep reading
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Black Bag
Black Bag is a private emergency medical consultancy that provides individuals and families with immediate care guidance, regardless of their location in the world. With six-hour wait times at local emergency rooms, and an impersonal rotation of inexperienced or tired doctors, accurate and timely medical advice is a precious commodity. . . . keep reading
Wealth Advisors Link to SURVE
Surve Consulting
The SURVE Consulting Group started over 15 years ago with the idea to promote the value and potential of people. SURVE works with leaders, owners, executives, managers and professionals who are a part of small or large companies, who want to broaden and deepen their client, colleague and personal relationships. . . . keep reading
Pinnacle Care: Private Health Advisory
Through one single point of contact, you gain access to the world's leading physicians, specialists, institutions, advanced treatments and medical intelligence. All backed by a team of independent and expert proactive health advisors.It is unmatched protection for you and your family. 24/7, anywhere in the world. How well are you safeguarding the health of the most important people in your life? . . . keep reading
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Conferences
