The Beneficiary Directory® Training Tools includes five (5) audio episodes — each originally produced as its own approximately 50-minute-long CD — narrated by Beneficiary Directory creator and author, Mark Kaizerman, CPA, CFP® Professional. You'll get Mark’s insight and experience in introducing and using the Beneficiary Directory and accompanying Workbook with your clients – not only help retain clients over generations, but also to build long-term trust with new clients. Listen to previews of each audio here.
  • 5 Separate Audio Downloads
  • Narrated by the author/creator
  • For Financial and Estate Planners, Attorneys and Health Care Advisors to use with clients