The APN provides members with pre-sales case support in advanced strategies, APN sponsored InsMark Symposium, Preferred Broker Compensation Models, GrowCharity Charitable Market Education, exclusive Philanthropy International partnership opportunities, Crescendo Charitable Software, charitable law hotline support, and an ever-growing library of APN exclusive content from our Author's of Success and faculty; all at our member's fingertips.
Do you have anything on Insurance related techniques?
The APN focuses at this time on advanced and charitable planning strategies. Most advanced and charitable planning strategies include the use of life insurance as an important component of their successful implementation. This assures that planners working with high net-worth clients will learn many strategies to offer their clients that include life insurance. For the time being, life insurance strategies offered by the APN are in the context of advanced and charitable planning techniques. We have not committed to a release date, however we are working on APN strategies revolving around life insurance as a primary tool for clients wishing to achieve protection and legacy.
What is Crescendo Pro Software?
The industry's #1 planned gifts marketing software! Crescendo Pro delivers everything you need from persuasive donor-friendly proposals and eProposals with personalized flow charts and color graphs to detailed technical explanations, trust documents, and GiftLaw Pro tax reference. Crescendo Pro offers over 50 gift plans to meet the needs of your donors.
What exactly is the APN?
The APN (Advanced Practice Network) is membership network of advisors and related financial professionals wishing to become top practitioners in estate, business, and charitable planning. APN Members come together to learn and share proven strategies, practices, and resources for helping high net-worth clients and business owners protect, accumulate, and transfer their wealth using the latest strategies and techniques known to the industry. The APN attracts top practitioners to our Authors of Success™ circle to present the advanced strategies, practices, and resources that has generated their success. Advisors and related financial professionals support one another in at APN hosted events, member-exclusive webinars, training, and discussion forums.
Can I get the slides they showed on the APN webinar?
Yes. We are taking the slides that are used to illustrate techniques presented in APN webinars and live events and readying them for availability. If there are specific slides you have seen that can assist you in an upcoming presentation with clients, please feel free to let us know and we will make every effort to get those to you in time for a presentation.
What marketing type materials can you give me that helps me demonstrate the education I’m receiving?
We provide strategies, practices and resources from top practitioners in the advanced and charitable markets. The APN is not at this time a credential program, so we cannot measure or test what you have actually learned. We are working on making all of our webinars beginning in 3rd quarter 2010 be California CE rated for continuing education credit. This may serve as a metric for you to provide clients for the work you've accomplished in the APN.
I work in estate and business planning, is the APN a good fit for me?
The APN is designed around the concerns associated with estate and business planning. The APN's mission is to create and support top practitioners in advanced business, estate, and charitable planning. Virtually all the strategies, practices and resources we offer are intended for high net worth clients wishing to mitigate their tax consequences and maximize their wealth transfer through business and estate planing. We think the APN is an ideal fit for advisors who are, or wish to become top practitioners in business and estate planning.
I have a staff member who works on the investment side, what can you offer them? We understand that many practitioners in financial planning count on many valued members of their team. That is why the APN has designed significantly reduced staff and case partner membership levels to augment the primary APN Member. Please contact us to learn more about staff/case partner membership rates by emailing us at info@advpractice.com.
If your partners or staff are part of the staff/case partner membership, there is no charge for them to access and use the strategies, practices and resources of the APN. If they are not members, we have individual purchase options for all of the APN assets. We can discuss to find a fit for your specific situation.
Could you send me the dates and topics of next years APN webinars?
APN Monthly Webinar dates are now set for 2010. To see the APN Calendar, click here
If I’m already working with Henry Whiffen on some join cases, why should I continue to be an APN member?
Hank Whiffen is a a tremendously successful practitioner in the advanced and charitable planing arena. And ultimately, anyone who works closely and recurrently with Henry will derive tremendous knowledge in the advanced markets. We are proud to to have him as one of the APNs Authors of Success™. He joins several top practitioners in our Authors of Success program. The APN attracts strategic insights and presentations from many Authors of Success throughout the country in the advanced and charitable markets (for example, Kelly Kidwell, Vince D'Adonna, Dick and Steve Oshins, Linus Saduzius, and numerous others we are attracting throughout the year. Each has their own strategies and best practices for how they became a top practitioner, and the APN exists to bring many such perspectives to our members to give a comprehensive understanding to the numerous approaches and best practices that build a successful career in planning. Those in the APN enjoy all of these perspectives, as opposed to the insights of just one.
EDU & Resources
