National Association of Estate Planners and Councils

Disinherit the IRS

Help your clients Disinherit the IRS

In today’s competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.

Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.

Education is a key factor in marketing to these sophisticated clients.  But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.

That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014.  Written by NAEPC member E. Michael Kilbourn, and estate planning attorney Brad Galbraith, The Florida Domicile Handbook, is a great way to enhance your client education efforts.

NAEPC members receive a 25% discount off the retail price by logging in to the members only section and placing an online order.  After visiting, input “NAEPC” to receive the 25% discount during checkout.