one drawer, I found Dad’s military discharge paperwork from
the 1940s, and I was ready to toss it when he said it was an important
document I should save. I thought, It’s been almost sixty
years since he completed his service. Why would anyone need to
see his discharge paperwork? But, oh well, it was only one more
sheet of paper, and obviously it still meant a lot to my father,
so I kept it.
Dad’s battle with cancer came to an end in April 2004. My brother
and I went to the mortuary to arrange for his burial. In planning the
memorial service, the funeral director asked the typical questions,
but one took us by surprise... (Click
here to read the rest of the preface by Mark Kaizerman.)
the Beneficiary Directory, you bridge one generation
and the next, giving your client’s family an easy transition
in an otherwise difficult period. It has been called a “must-have” for
all professionals involved in estate planning and caring for
the elderly. A crucial piece in the transfer of information
and assets, it brings the trusted advisor into more frequent
and meaningful contact with those who will be involved.
Beneficiary Directory book was written to give individuals step-by-step
guidance in implementing this system with your help. Not only
does it explain the importance of having everything in order,
but it reinforces the choice to have a key advisor participate
in the creation and upkeep of the entire system. It’s a
tremendous value-added piece to give away to key clients and prospects.
companion, the Beneficiary
Directory Workbook, includes
all the full-size forms needed to assist you and your
clients in putting together a complete Beneficiary Directory.
a copy for everyone you serve. Click here
for additional Workbook info.
here to download our order form and find out about our special
starter package and quantity pricing.
H. Kaizerman, pictured with his
father, has been providing financial advice to individuals
started his career as a public accountant with a regional
firm in Boston, and moved into specializing in financial planning
as a member of American Express Financial Advisors’ prestigious
Gold Team, before founding Kaizerman & Associates in 1994.
by Worth magazine as one the best financial advisors in the
country, he has developed a reputation for providing easily
understood advice that improves the quality of people’s
lives. Mark has served as president of the Financial Planning
Association (FPA) of Massachusetts, formerly the IAFP.
credentials include the following licenses or designations:
Certified Public Accountant (CPA), Personal Financial
Specialist (PFS), Certified Financial Planner® (CFP)
professional, Chartered Financial Consultant (ChFC),
Certified in Long-Term Care (CLTC), and Registered Investment
Advisor (RIA). He is a graduate of the University of
Massachusetts, where he majored in accounting, and Babson
College, where he earned his MBA.
lives in the Boston area with his family:
wife Michele and daughters Meghan and
you like to train your entire organization to use this valuable
resource? Contact us for information on group presentations and
at the Beneficiary Directory are committed to helping you and
your clients achieve the full benefit of implementing the Beneficiary
Directory system. If you have questions or otherwise require
our help, just call us at 508-647-0830.