Advisor to Client Sample Pack of DVDs
This sample pack includes one of each of the four DVD titles available: Maximizing Retirement Income, What A 1031 Exchange Won't Do, Success & Significance, and The Safety Net Estate Plan.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Our price: $30.00
AoS Advisor Training Single Pack - Charitable & Tax-Exemp Planning
Author of Success Advisor Training Single Pack:
The Concepts and Components of Charitable & Tax-Exempt Planning
Pack Includes:
-AoS Charitable & Tax-Exempt Planning DVD (Includes DVD Video, Plus CD Audio version)
-3 Advisor to Client DVDs (one of each: Maximizing Retirement Income, Success & Significance, and What a 1031 Exchange Won't Do)
Charitable & Tax-Exempt Planning DVD Overview (Running Time - over 110 minutes of classroom-style training):
Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning. Become a more valued advisor to high net-worth clients. Develop more comprehensive plans for your clients. Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity. In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNetTM
About the Presenter
APN Author of Success, Kelly Kidwell, CFP®, CLU®
About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced Markets. There is no "textbook" for becoming a top advanced markets producer. It requires entrepreneurial passion for learning uncommon strategies and using superior tools. The APN is your source for education, best practices, and marketing resources for the Advanced Markets.
The Concepts and Components of Charitable & Tax-Exempt Planning
Pack Includes:
-AoS Charitable & Tax-Exempt Planning DVD (Includes DVD Video, Plus CD Audio version)
-3 Advisor to Client DVDs (one of each: Maximizing Retirement Income, Success & Significance, and What a 1031 Exchange Won't Do)
Charitable & Tax-Exempt Planning DVD Overview (Running Time - over 110 minutes of classroom-style training):
Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning. Become a more valued advisor to high net-worth clients. Develop more comprehensive plans for your clients. Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity. In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNetTM
About the Presenter
APN Author of Success, Kelly Kidwell, CFP®, CLU®
About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced Markets. There is no "textbook" for becoming a top advanced markets producer. It requires entrepreneurial passion for learning uncommon strategies and using superior tools. The APN is your source for education, best practices, and marketing resources for the Advanced Markets.
Our price: $249.00
AoS Advisor Training Single Pack - The SafetyNet Estate Plan
Author of Success Advisor Training Single Pack:
The SafetyNet TM
Pack Includes:
-AoS The SafetyNetTM
-5 Advisor to Client The SafetyNetTM
The SafetyNetTM
Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning. Become a more valued advisor to high net-worth clients. Develop more comprehensive plans for your clients. Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity. In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNetTM
About the Presenter
APN Author of Success, Kelly Kidwell, CFP®, CLU®
About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced Markets. There is no "textbook" for becoming a top advanced markets producer. It requires entrepreneurial passion for learning uncommon strategies and using superior tools. The APN is your source for education, best practices, and marketing resources for the Advanced Markets.
The SafetyNet TM
Pack Includes:
-AoS The SafetyNetTM
-5 Advisor to Client The SafetyNetTM
The SafetyNetTM
Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning. Become a more valued advisor to high net-worth clients. Develop more comprehensive plans for your clients. Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity. In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNetTM
About the Presenter
APN Author of Success, Kelly Kidwell, CFP®, CLU®
About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced Markets. There is no "textbook" for becoming a top advanced markets producer. It requires entrepreneurial passion for learning uncommon strategies and using superior tools. The APN is your source for education, best practices, and marketing resources for the Advanced Markets.
Our price: $249.00
Maximizing Retirement Income DVDs (box of 50)
This DVD series provides APN members with advisor-to-client, easy to understand strategies for integrating charitable planning into their estate and wealth transfer strategies.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation, you'll learn how to turn the appreciation of real estate, stocks and bonds, or other investments into increased retirement income without triggering a current capital gains tax.
Plan your giving using standard tax code provisions, improve your financial situation, and make a positive impact on your family and favorite charities.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation, you'll learn how to turn the appreciation of real estate, stocks and bonds, or other investments into increased retirement income without triggering a current capital gains tax.
Plan your giving using standard tax code provisions, improve your financial situation, and make a positive impact on your family and favorite charities.
Our price: $287.50
Success & Significance DVDs (box of 50)
This DVD series provides APN members with advisor-to-client, easy to understand strategies for integrating charitable planning into their estate and wealth transfer strategies.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation we'll show you how to take a more strategic approach to your philanthropy.
You'll learn about ways you can increase the amount you give to charity, achieve multiple financial objectives and improve your economic well-being. Using these concepts and strategies you may be able to give more - and benefit more.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation we'll show you how to take a more strategic approach to your philanthropy.
You'll learn about ways you can increase the amount you give to charity, achieve multiple financial objectives and improve your economic well-being. Using these concepts and strategies you may be able to give more - and benefit more.
Our price: $287.50
The Safety Net Estate Plan DVDs (box of 50)
This DVD series provides APN members with advisor-to-client, easy to understand strategies for integrating charitable planning into their estate and wealth transfer strategies.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation you'll be introduced to The Safety Net Estate Plan, a simple strategy that will enable you to secure long-term financial stability for you and your family and, at the same time, reduce your tax liabilities - all while helping to support your favorite charities!
Learn how you can plan your legacy, reduce your estate taxes, and support charities - all with one simple strategy.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation you'll be introduced to The Safety Net Estate Plan, a simple strategy that will enable you to secure long-term financial stability for you and your family and, at the same time, reduce your tax liabilities - all while helping to support your favorite charities!
Learn how you can plan your legacy, reduce your estate taxes, and support charities - all with one simple strategy.
Our price: $287.50
What a 1031 Exchange Won't Do DVDs (box of 50)
This DVD series provides APN members with advisor-to-client, easy to understand strategies for integrating charitable planning into their estate and wealth transfer strategies.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation you'll be introduced to an investment property exit strategy, the tax-exempt trust, and a way to help you create a reliable income and build a lasting legacy.
This is a simple strategy that can assist you in securing long-term financial stability for you and your family; and at the same time reduce your tax liabilities and support your favorite charities.
These DVDs have been professionally designed and produced to tell complex stories so your clients can relate to their own financial strategy.
Great for marketing and as give-aways, leave behinds for events, or direct response.
In this video presentation you'll be introduced to an investment property exit strategy, the tax-exempt trust, and a way to help you create a reliable income and build a lasting legacy.
This is a simple strategy that can assist you in securing long-term financial stability for you and your family; and at the same time reduce your tax liabilities and support your favorite charities.
Our price: $287.50
EDU & Resources
