Member Benefits
The National Association of Estate Planners & Councils (NAEPC) provides this
offering of Value Partners as a resource to its membership of designees,
affiliated local estate planning councils, and members of affiliated local
estate planning councils. Reference within this website or newsletter of a
specific product, process, or service does not constitute an endorsement or
recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for
the accuracy, completeness, or usefulness of any information, product, process,
or service offered to its membership.
Many benefits are available grouped in the following categories:
Software
Advisys Back Room Technician
Since 1979, Back Room Technician’s® (BRT) illustrations of financial concepts and topics have been used by financial professionals nationwide to save time, earn more money, and generate new business. Today Back Room Technician® is a core resource for the successful practices of over 45,000 financial representatives.
10 specific reasons why BRT is right for you:
- Goals-based Analysis: BRT's design accelerates preparation and closing times. Drill down in a few minutes on 11 needs analysis modules including survivor, retirement, disability, long term care and college funding.
- Educational Content: 600+ reports on today's financial topics help educate clients, support your recommendations and build trust
- Motivating Calculators: Over 50 easy input calculators illustrate needs and motivate towards a decision.
- Compelling Presentations: Professional sales presentations that include a title page, table of contents and custom legal disclaimers are created in minutes.
- Web Based: Access from any computer, anytime, anywhere.
- Technical and Product Support: No charge phone, email and online chat as well as training webinars and preset templates available to help save time and effort.
- Powerful Search Engine: Find concepts in seconds. Learn new concepts and stay up to date on industry changes.
- Accurate: Concept pieces are authored, reviewed and updated by industry experts and subjected to review by the Financial Industry Regulatory Authority (FINRA).
- Reliable: Since 1985, BRT has become the leading software program of its kind, with 45,000 users nationwide. Approved by most leading financial services companies.
- Affordable: The subscription fee includes frequent updates, technical support and user training... everything you need to succeed.
NAEPC members may take advantage of a $100 discount on each of the following: Back Room Technician's Advanced Market System & Life Essentials. Members are also entitled to a $50 discount on Presentations. Log in to view ordering information.
Download the flyer for more information!
06/26/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
American Dream Planner Software
The American Dream Planner software is a common platform for all members of the estate planning team (attorneys, planners, and accountants) to collaborate and communicate ideas and solutions for their clients. It integrates financial and estate planning in a single software solution. Information can be shared through its encrypted import and export function.
The American Dream Planner provides these calculations without the need to purchase additional modules. Its unique split screen provides instantaneous feedback. Unlimited assets, income, expenses and the ability to create an unlimited number of scenarios make it a complete solution.
Most importantly, at the end of the day, it isn't about calculations since all projection software products will run formulas and print reports. What sets the American Dream Planner apart is its unique ability to capture and hold a client's attention and allow them to take ownership of their choices.
NAEPC members receive a discount of $50.00 off the purchase price of the Advisor Edition and Pro Client Edition. Contact American Dream Planner for NAEPC member discount pricing for volume purchase orders.
A free demonstration version of the software is available at the download center.
08/23/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
CBData, Software to Simplify Your Life
CareBinders’ goal is to help with what we call “Generational Organizing” – giving individuals and families the peace of mind for easy transitions when (not if) those inevitable crises and natural disasters occur.
- It reminds and alerts users to important things in their lives that need to be done.
- An unlimited number of profiles can be created: store data for just one person or each member of a family!
- Important data is entered once and CBData® instantly places it in all the appropriate places.
- Copies of important documents can be scanned/attached and data can be easily imported from other programs
- Intelligent reports and all their data can be instantly created in PDFs, Rich Text and even Excel and used with doctors, lawyers, accountants, employers & more
- CBData™ supports strong user-control and user-permissioning by user and allows for trusted advisors to access certain sections on a read-only basis, if desired
- There's no connection to the Internet; all data is protected by the highest levels of security
Order CBData™ today and have one place to keep track of important items like:
l Account numbers—banks, brokerage and more
l Allergies
l Art collections and collectibles
l Copies/scans of all your important documents
l Credit cards
l Dates, Appointments, Meetings
l Doctors
l Emergency contacts
l Emergency medical information, including medical history
l Home inventories and collectibles
l Insurance policies and other critical documents
l Location of documents or personal belongings
l Multiple residences, including commercial property
l Passwords and secure locations
l Pets
l Prescriptions
l Service providers/vendors
l Vaccines and Immunizations
l Vital statistics
. . . And much more. CBData is the all-in-one tool to help simplify your, and your client’s, lives!
CBData™ System Requirements:
• Authentic Windows License 2000 and higher, including Vista and Windows 7
• Apple compatible using Parallels, VMware or Bootcamp with Authentic Windows License
• Pentium processor with at least 2gig of RAM (memory)
• Program uses 85MB disk space and allows for 2gig storage in database. Also allows unlimited links to existing photo and music files.
CBData™ Special Pricing for NAEPC Members
• Go to www.CBDataSystems.com and click on Order Now.
• Type “NAEPC” in Promotion Code field for discount to $139 for Personal License*. Allows for three additional licenses for family members, linked to that serial number, to encourage sharing, at $79 each.
*Firm-wide pricing available upon request
06/27/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
CrummeyService, America's Leading ILIT Software Company
Crummey Service Software is:
A web based ILIT administration tool built for advisors and their clients, designed to automate the tedious tasks associated with gift reminders, crummey letters, premium reminders, policy reviews and reporting. It may be used for one trust or many!
State of the art technology retains and organizes your clients ILIT data in a secure environment while executing and recording time sensitive notifications. A complete view of outstanding tasks is managed from a user friendly dash board typically managed by the advisor or trustees.
For more information on how this tool can enhance your firms branding with members of the ILIT visit our website www.crummeyservice.com and view one of our advisor videos. A demo application can be accessed from the site.
Download a single-page informational flyer HERE.
NAEPC members are entitled to a FREE 30 day, fully functioning demo with training included! Additionally, NAEPC members are entitled to a 10% discount on all services (discount code appears within the password-protected area of this benefit listing) and a waived set up fee if trust documents are already in an electronic format.
01/11/2012 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
DocuBank: Emergency Access to Healthcare Directives
The DocuBank service is a complete document solution for your clients. The Emergency Access Card makes healthcare directives and other emergency information immediately available to hospitals 24/7/365, anywhere in the world. The wallet card displays allergies, medical conditions and emergency contacts and provides hospitals with the information they need to obtain healthcare directives immediately via fax or the web.
DocuBank SAFE allows clients to upload their complete estate plan and all their important documents to a private online storage bank. Both services offer branding and marketing support for your firm. DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service they will appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!
- Your firm name and information appear on all client cards, SAFE home page and DocuBank correspondence.
- Alerts sent to your client’s family feature your name and contact information.
- The “DocuBank Provider Finder” service on the website guides prospective clients to your firm.
- A fax sent to the client’s physician puts your firm information in front of area doctors.
- DocuBank renewals can be a tangible addition to your client review program.
Ordering information for individual members can be found when entering the password-protected area of this website. Apply here to begin providing DocuBank.
03/22/12
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Fiserve Financial Advise Management
New Planning Solutions! Fiserv Financial Advice Management
Financial Advice Management (FAM) is a best-in-class technology suite designed to offer estate planners and financial advisors a robust platform of financial and estate planning tools, needs analysis, client management features, retirement income calculators, investment analytics, portfolio construction, asset allocation solutions, and proposal generation tools. Fiserv’s comprehensive planning capabilities combined with ease-of-use technology reflects a deep understanding of the changing needs of financial advisors and estate planners and the future direction of financial advice.
Financial Advice Management from Fiserv includes the award-winning financial & estate planning application, AdvisorVision; an investment analytics & proposal system, Proposal Generation Manager (PGM); and its newly released retirement income solution, Retirement Illustrator (RI).
NAEPC members receive an exclusive 20% discount on the purchase or renewal of the following products:
- AdvisorVision - Comprehensive Planning Edition $1200 ($300 in savings!)
- AdvisorVision - Retirement Income Edition $600 ($150 off retail price)
- Proposal Generation Manager $800 (save $200)
- Retirement Illustrator $640 (discount of $160)
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Klark Proposal Software, Inc.
Klark Proposal Software is a proven sales presentation program that offers you a simple way to educate your clients about the basic, fundamental concepts of Business, Estate and Personal Planning. Since 1993 our programs have featured a short learning curve, simple interface and minimal, graphic output that is easy to understand. It is used by Life Insurance Agents and Financial Planners to help educate their clients about the concepts of proper planning and engage them in the decision making process. Simplicity in case preparation and sales presentation are the strengths of Klark Software.
The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated. Visual graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact. In addition, they make your client aware of the fact that estate taxes must be paid for with cash and are normally due within nine months from the date of death. By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios. Our “Cash Flows” proposal compares the three most common ways of funding settlement costs. A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods. A sample presentation of our Estate Planning Programs can be found here.
Our Business Program helps educate your clients about the fundamentals of a Cross Transfer, Key Person, Executive Bonus and other business planning concepts. Samples of our Business Program can be found here. The Personal Program contains numerous proposals regarding Retirement, Needs Analysis and Life Insurance. Samples of the Personal Program can be found here. The Due Diligence section of the Personal Program contains a database of over 200 Life Insurance Companies. It allows you to compare companies either by their key attributes or how they are rated by the four major rating services. Samples from the Due Diligence Section can be found here. Our software is updated in a timely manner to ensure accuracy and compliance. Training and support are included as a vital part of service to our customers.
If you want to keep your presentation simple and educate your clients about fundamental planning concepts then try our demo. It is a free 30 day program that includes training. To request a demo, email us at sclark@visi.com along with your name and contact information. To learn more about Klark Software visit our website at www.klark.com or call (800) 289-5774.
03/22/12
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Lawgic, LLC
What is Lawgic Wills & Trusts?
Lawgic Wills & Trusts helps you create high-quality estate planning documents tailored to your clients’ individual needs. Authored by nationally recognized estate planning experts, the program’s patented technology uses a question and answer session to guide you through the drafting process, with up-to-date research and analysis tailored to each question. The combination of the authors’ expertise and Lawgic’s system makes Lawgic the best tool available to assist you in your practice
What is included with my subscription?
Annual subscriptions include product updates, unlimited technical support, individual telephone training, webinar training.
Lawgic includes wills, trusts, advanced healthcare directives and client correspondence. For a complete list of documents for your state version please visit www.lawgic.com. NAEPC members are eligible for a 15% discount on their subscription to Lawgic. To take advantage of this discount, please complete the special NAEPC order form and return to Lawgic via fax or mail. 08/23/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
My Personal DataSafe, the Nation’s Most Comprehensive System for Sharing and Managing Client Information
My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.
Collaborate with your clients, their accountants, financial advisors or any of their other professionals through our encrypted online site providing you the ability to be working from the same information at the same time. Share electronic copies of last will and living trusts with clients providing them 24/7 access to their important documents.
How Can My Personal DataSafe Help Your Business?
My Personal DataSafe is a “must have” resource for accelerating new client acquisition, enhancing current client retention and increasing client satisfaction.
- Provide clients peace of mind
- Differentiate from your competitors
- Immediate access to updates so you can anticipate critical client needs
- Reduce infrastructure and management
- Improve communication
- Reduction in routine tasks, enabling staff to elevate work level
- Ease of use
- Mobility
- Enhanced security
NAEPC members are eligible for a 10% discount on all services. If you would like to hear more about My Personal DataSafe and what it can do for your business, contact us today to schedule a brief online demonstration. Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
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