Cost Effective Marketing Tool Covers New Tax Laws, Presents Key Estate Planning Strategies and Helps Build Profitable Client Relationships.
Chicago – Practice Development Institute, Inc.’s (PDI’s) Selecting the Best Estate Planning Strategies guide, updated to reflect the Economic Growth and Tax Relief Reconciliation Act of 2001, is now available. This 28-page, 8.5 x 11" booklet gives tax planners, estate planning professionals, trust officers, attorneys and other financial advisors a powerful marketing tool they can use to inform clients, prospects and referral sources about the new tax laws and how they affect estate planning. The guide is an excellent way to begin discussions that can lead to requests for estate planning services.
The contents cover such estate planning fundamentals as wills and trusts and present basic questions to address in developing a plan. In addition the guide discusses various estate planning tools including life insurance, gifting, charitable contributions, family limited partnerships and ways to avoid the generation skipping tax. The text and an Estate Planning Worksheet are designed to encourage readers to call on a financial advisor for assistance, and the four-color covers can be personalized inside and out with a firm’s logo, presentation letter or other information. The guide also comes with a PowerPoint presentation ready for use in estate planning seminars.
"With all the confusion about what the new tax law really means for estate planning, there’s great interest in information on this subject," notes PDI President and CEO Allan D. Koltin. "This gives CPAs, financial planners, attorneys, trust officers and other financial advisors an outstanding opportunity to position themselves as professionals who have the answers people are looking for. And PDI’s estate planning guide gives them a perfect way to do this. It presents an informative overview of estate planning principles and suggests steps people can take to get the most out of the new tax law. Most important, it encourages readers to contact a financial advisor for assistance in developing or revising an estate plan to take full advantage of the new law. Professional advisors will find this guide a cost-effective way to increase interest in the estate planning services they offer."
Visit http://www.pdiglobal.com/hotnews2.html for a color image of the cover, a PDF file of the contents, and more information about PDI’s Selecting the Best Estate Planning Strategies guide. For a hard copy sample or more information call PDI at 800-227-0498 or e-mail [email protected].
Practice Development Institute, Inc. (PDI) is the nation’s largest management and marketing consulting firm for CPAs, attorneys, financial advisors and other professional service providers. Founded in 1980, PDI has helped more than 10,000 clients reach their growth and profitability goals and represents a majority of the top 100 accounting firms, as well as major law firms and national financial institutions. PDI is the country’s leading publisher of customizable niche marketing newsletters, available on an exclusive basis in specific markets. PDI also publishes tax and financial planning guides, and provides strategic planning, partner retreats, profit enhancement, and management and marketing consulting services.
For additional information about PDI products and services, or to obtain a PDI catalog, call PDI President and CEO Allan D. Koltin, CPA at 800-227-0498 ext. 1930, email [email protected], or visit our Web site, www.pdiglobal.com.
CONTACT: Tim Noworyta - 800-227-0498 ext. 1972