Financial Professionals

RESOURCES TO BUILD AND SERVE LEGACY CLIENTS

Use the Beneficiary Directory Across Generations

With 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
The Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory supports generations of legacy clients

Generational Support

“I wish my financial advisor had had the Beneficiary Directory when my father died. This is a great tool that provides real value to your clients and makes you more referable.” — BILL CATES, Author of Get More Referrals Now

“A useful tool for every family—a great addition to everyone’s estate plan. We will all need this information sooner or later.”  — DAN CANDURA, CFP®

MORE PROFESSIONAL & CLIENT REVIEWS

Beneficiary Directory

The 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.

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Read the Preface to the Book
The Beneficiary Directory book
Beneficiary Directory Workbooks

Beneficiary Directory Workbook

A companion to the Beneficiary Directory, the Beneficiary Directory Workbook includes all the full-size forms needed to assist you and your clients in putting together a complete Beneficiary Directory. Get a copy for everyone you serve. (Sold in packages of 20.)

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ACCESS ADMINISTRATOR STARTER PACKAGE

SAVE OVER 15%

The Beneficiary Directory® Access Administrator Starter Package includes 10 books plus 40 workbooks, $350 (retail value $417.50) + shipping/handling. This package has everything you need to get started marketing and implementing the Beneficiary Directory system.

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TRAINING TOOLS FOR PROFESSIONALS AUDIO SERIES

The Beneficiary Directory® Training Tools Audio Series includes five (5) audio episodes — each one originally its own CD — narrated by Beneficiary Directory author and creator, Mark Kaizerman, CPS, CFP® Professional. Each episode is approximately 50 minutes in length and focuses on a specific aspect of the Beneficiary Directory system.

SAMPLE EXCERPTS

EPISODE 1: An Advisors Introduction

EPISODE 2: The Impending Beneficiary Crisis

EPISODE 3: How to use the Workbook

EPISODE 4: Maintain and Expand Your Client Base

EPISODE 5: Using the Beneficiary Directory in Seminars

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Beneficiary Directory Training Tools

“The 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.

Natalie B.Choate, Esq., Author, Life and Death Planning for Retirement Benefits

“The 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 Kaizerman.”

Richard Stram, CFP, AAMS, CMFC, Marino, Stram & Associates

“. . . Required reading for anyone concerned about the disposition of their 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, ChFCFC

“The Beneficiary 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

“The Beneficiary Directory enables us to provide turn-key information and instructions to our loved ones for when they need it most. It will be hard enough on them when we pass; the Beneficiary Directory eliminates the guesswork while settling our affairs. An estate plan is simply not complete without it.”

Brett and Larissa Nigro

“. . .Provides peace of mind with one simple system—a rare book that could benefit every American family for generations to come.”

Daniel E. Sutton, CFP, Financial Advisor

“Families 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.”

Chris Hennessey, Faculty Director, Babson School of Executive Education

“It’s 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.”

Hannah Sukonick

“Save loved ones countless hours of painstaking paper searching. No more hunting and gathering of information; it’s all right there in the Beneficiary Directory.

David M. Lipshutz, Esq., Seegel, Lipshutz & Wilchins, PC

“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 Alice Martin

“The Beneficiary Directory asks the right questions and encourages individuals to start to organize their important documents. Mark Kaizerman’s personal and professional experience has created the tool to make this happen.”

Harley Gordon, Esq., Founding Member, National Academy of Elder Law Attorneys

“Simple . . . 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.”

Len Kagno

“Patients rarely have the appropriate documentation when they come to the hospital. Not having this available is a significant hardship for the family or guardian and, ultimately, the patient. I recommend the Beneficiary Directory to all families who find themselves in these difficult situations.”

Elliot Schwartz, Vice-president of Finance and Treasurer, Jordan health Systems, Inc.

“The 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

“We all 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

“I consider 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.”

Doris Doull