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The Beneficiary Directory gives you a step-by-step guide to putting the most significant documents in your life in order. With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving loved ones an easy transition in an otherwise difficult period. Endorsed by leaders of the financial planning, legal, accounting, and health care communities as a valuable addition to all estate plans, the Beneficiary Directory helps ensure that your values, beliefs, and influence can continue uninterrupted into the future. Now you can have peace of mind in knowing that you’ve done your best for your loved ones and nothing important will be overlooked. -
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/estate 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. -
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. -
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.
BENEFICIARY DIRECTORY
Your personal system to organize your important documents and guide your beneficiaries.
An invaluable resource for individuals, couples, financial advisors, attorneys, estate planners, accountants and health care professionals.
CONTACT US
182 West Central St.
Suite 200
Natick, MA 01760
Phone: (508) 647-0830
Fax: (508) 647-0845
Email: info@beneficiarydirectory.com
Web: BeneficiaryDirectory.com
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