Access Administrator Starter Package

$350.00

In stock

ONE FILE. ONE LOCATION. ONE CALL.™

Beneficiary Directory for Individuals
Beneficiary Directory for couples
Beneficiary Directory for Financial Professionals

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.


  • 10 copies of the hardcover Book
  • 40 copies of the Workbook
  • Great value-added giveaway for your clients
  • For Financial and Estate Planners, Attorneys and Health Care Advisors to use with clients

In stock

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Description

EXCLUSIVELY FOR ADVISORS

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. As the Access Administrator, you will introduce the FactFinder Checklist, Document Key and Access List.

 

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