EXCLUSIVELY FOR ADVISORS
The Beneficiary Directory Workbook is designed exclusively for advisors that want to work directly with their clients in helping them implement their own Beneficiary Directory. The layout and design of the Beneficiary Directory Workbook matches the companion hardcover book, and is a valuable resource that only you, the financial advisor, can offer your client.
The Beneficiary Directory Workbook takes just the forms included in the hardcover book and reproduces all 16 pages in a convenient 8/5” x 11” format, making it easy for you to introduce and guide your clients though the implementation process. As you introduce the Beneficiary Directory Workbook to a client, your selection as the Access Administrator is recorded on the first page of the Workbook, insuring that you are the first call when your client or their beneficiaries are in need.
Perfect for use at regular client service meetings or seminars. As the Access Administrator, you will introduce the FactFinder Checklist, Document Key and Access List. Beneficiary Directory Workbooks are sold in packages of 20 for $85 (plus shipping & handling).