After hearing of difficulties people incurred in the area of document
availability, we did this for the convenience of our children. As it
turns out, it has proven to be a convenience to us. Everything we could
ever need in the line of important documents can be quickly located.
Jim and Alyce Martin
a relief to know that my loved ones will be able to find my paperwork
easily if the need arises. I also appreciate knowing there’s
a back-up copy of all my important paperwork for my own use.
. . . logical . . . practical . . . functional. Why doesn’t
everyone have this kind of resource? When faced with my own mortality
a dozen years ago, I sought a source to help shelter my wife and
children in my absence. The Beneficiary Directory
brings the financial planning process full circle.
Beneficiary Directory is such a great idea. It’s very easy to understand
and follow. We feel better knowing all our important documents will
be easy to find in the event that something happens. It’s
something everyone needs to think about.
Richard and Lori Ebbs
have very busy lifestyles . . . if something happens to us, our survivors
will have a difficult time getting the papers they need. The Beneficiary
Directory forces everyone to get his or her life in order.
The major benefit of the Beneficiary Directory system is that once all the hard
work is done . . . we can breathe a bit easier.
Walter B. Einstein
the Beneficiary Directory a great gift to my family. At a time of
emotional stress, the knowledge that they
have to contact only one person to learn the location of all essential papers
will bring relief to them and affords me peace of mind now.
Order Your Copy Today!
Beneficiary Directory is indispensable. Because
it encourages the reader to name one advisor as the "point person" for
all information, the book should be a popular handout for advisors
to give their clients.
B. Choate, Esq.
Author, Life and Death Planning for
is a fabulous tool to organize and simplify your life so that you
on what's important to you.
Bill Bachrach, CSP
Art of Creating an Inspiring Financial Strategy
Beneficiary Directory is a wonderful, practical organizer that will
undoubtedly save a significant amount of time, aggravation, and potentially
money for the families of those who use it. An excellent,
heartfelt guide from an industry leader in financial planning, Mark
Richard Stram, CFP®, AAMS, CMFC
Marino, Stram & Associates
very useful tool for both advisors
and their clients.
Harry G. Kasanow, CFP®
Kasanow & Associates
. . Required reading for anyone concerned about the disposition
estate. Whether you’re a skilled advisor serving your clients,
or a consumer trying to put your personal affairs in order, the Beneficiary
Directory will provide valuable assistance.
David J. Kaufman, CFP®,
Directory solves one of the biggest issues facing individuals
and advisors, namely how to organize and most effectively provide
for the intergenerational transfer of information and wealth. This
comprehensive yet easy-to-follow book is a must-read for all who
want to simplify their lives and best provide for their loved ones.
Richard D. Sincere
President, Sincere & Co., LLC
are in a real mess when they don’t know where to turn after
the death of a parent or spouse. It is so important to use a directory
such as this and have it available at the right time. The Beneficiary
Directory is complete and thoughtful.
Babson School of Executive Education
Get everything you need to implement the Beneficiary Directory with your