National Association of Estate Planners and Councils

Programs and Services for Council Development


Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure).  The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.

Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

  • $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member
  • $250 / council meeting or group gathering (council dues must be current at the time of registration)

Please visit our website for more information, including the availabilitly of series subscriptions.

11/15/17

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Advance Choice, DocuBank: Emergency Access to Vital Documents

DocuBank solves a critical problem for your clients and creates ongoing opportunities for your firm.  Find out more today.

A USA Today article highlights that, even with an electronic medical record system in place, having easy access to advance directives in a hospital is still a real issue. 

The DocuBank Card solves this problem so that healthcare directives and other emergency information is immediately available to hospitals 24/7/365, anywhere in the world.   The wallet card displays allergies, medical conditions, an emergency contact and allows hospitals to obtain healthcare directives, and a list of medications, immediately via fax or the web.

The online DocuBank SAFE provides your clients with online access to all of their other documents.  Clients can store their estate plan, life insurance, real estate deeds and other other important legacy documents for easy access by their advisors and future heirs. Clients can also use SAFE to more securely share files with your firm, and your firm can upload documents for your clients.   

DocuBank specializes in working with estate planning professionals to increase client conversion and retention by providing a low-cost, value-added service clients appreciate. DocuBank provides peace of mind for your clients and provides great marketing benefits for your firm!

  • Your firm’s branding on all client cards and correspondence
  • Online Branding with your firm’s logo on each client’s login screen
  • Alert features act as referrals for next generation business
  • Features and benefits customized to your firm
  • DocuBank renewals can be a tangible addition to your client review program

DocuBank offers a special Council Introduction Package.  Information on this program and specific discount information for individual members is available in the password-protected are of this website.  DocuBank’s turnkey system makes it easy to get started, and DocuBank will provide your firm with free brochures, sample cards, staff memberships, and personal training. Click here to begin providing DocuBank.

See complete information about DocuBank: Emergency Access to Vital Documents.

NAEPC members and members of affiliated local councils are eligible for substantial discounts when enrolling clients in DocuBank. With these discounts, the enrollment fee is currently $20 per person for 1 year and $60 per person for 5 years of membership (published rates are $55 and $175, respectively). Click here to begin providing DocuBank.

Special Offer for attorneys: New attorneys can prepay for their first ten 1-year client memberships for $99. This is a savings of $80.

A Special Council Meeting Offer.  Do you have advance directives on your meeting calendar?  Invite us to attend remotely and offer a 20 minute web or phone presentation of DocuBank as part of your next council meeting – we’ll treat your council to lunchContact us for details.

05/01/16

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AdvisorAdit - Mobile Event Services for Councils

DIGITAL CONFERENCE BOOK - COURSE SURVEYS - ATTENDANCE TRACKING

Introducing New NAEPC Program: 50% off standard rates and a free trial!

Our suite of mobile event services is a cost-effective way to modernize your attendee experience.

With AdvisorAdit’s suite of digital event services EPCs enjoy:

  • An intuitive attendee experience…available on any leading mobile device
  • Simple event set up and real time host monitoring, updating and reporting
  • Flexibility to use only the services that are right for your event
  • Special NAEPC pricing scaled to support small meetings to large expos

 “I use a new tool called AdvisorAdit…It has eliminated all the paper sign in sheets for credit, all the report preparation plus instant certificates.  Also, we can upload all the handouts for presentations and sponsor content.  It does even more but even if it didn’t it would still be great!”
- Melissa Simpson, EPC of Central PA

Our suite of digital event services… select the ones for you!

  • Digital Conference Book: For less than the cost of printing, you can offer attendees access to a fully branded app delivering all conference-related handouts. Consider enabling sponsors to add their own content. This is a fantastic way to “Go Green”!
  • Surveys: Dramatically increase attendee feedback with integrated course level surveys! Use our standard survey or create your own. Hosts can instantly share results with speakers and colleagues.
  • Attendance/CE Tracking: Stop collecting CE forms and wasting time and money on manual reporting! Members can apply for CEs (up to 7 designations) and even update their credentials. Hosts have full transparency and control with real time reports.
  • Certificates: Delight attendees with instant access to designation level certificates! With extended certificate access, you can even create your chapter’s own “My CE” page on their website.

Click for a Quick Tour!

NAEPC Special Pricing – 50% off standard rates! ** Our pricing is simple and extremely cost effective: Just $1/attendee per service for a one day event for up to 3 designations. Contact us for additional services or large meeting discounts.

Contact us at info@advisoradit.com to learn more or to take advantage of our free trial!

*Free trial includes Digital Conference Book, Survey, Attendance/CE tracking, Certificates and reporting services for EPC content. Good for one event up to 50 attendees and up to 3 designations.

**Pricing available only to NAEPC-affilited councils.

04/05/17

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Card Connect - Merchant Account Services for Councils and Members

Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by Card Connect (formerly known as Veracity Payment Solutions)

Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using our preferred partner to process those payments makes even better sense.  NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through Card Connect – a leading provider of processing services to the legal and accounting industry.

NAEPC benefits with Card Connect:
Preferred Rates
Qualified swiped transactions cost only 1.55% + 20¢.
Qualified non-swiped transactions cost only 2.25% + 20¢.

Customer Service Excellence
Support for you 24/7.  Card Connect is the 2013 Stevie Awards bronze winner for customer contact center.

Unmatched Experience
Legal and accounting associations have repeatedly made Card Connect their number one processing choice.

Free Mobile Marketing Solutions
Free Fan CONNECT account to help you send messages and reach your contacts instantly on their mobile devices. 

For more information or for a no-obligation quote to obtain your merchant account and VAR sheet, please contact the Card Connect Team assigned to NAEPC,

Make sure you mention the NAEPC to get your preferred benefits.

03/01/18
                                                                                                                                                                           

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Council Speaker Program offered by NAEPC

Each year, a variety of speakers are made available to NAEPCs affiliated local councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception and we are pleased to provide the packet for the 2018-19 fiscal year below.

2018-19 Fiscal Year Informational Packet

 

Available Speakers:

  • Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
  • Joseph V. Falanga, CPA, AEP®, TEP
  • Thomas M. Forrest, TO, AEP® (Distinguished)
  • Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
    • New Topic! "Charitable Remainder Trust with an Option of Using Income Tax Savings to Convert to a Roth IRA"
  • Lawrence J. Macklin, Esq., CPA, AEP®
  • Kit Mac Nee, CFP®, CRPC®, AEP®
  • Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
  • A. Stephen McDaniel, JD, AEP®, EPLS
  • Jordon N. Rosen, CPA, MST, AEP® 
  • Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
  • Paul S. Viren, CLU®, ChFC®, AEP®
The informational packet offers a biography and topic choice(s) for each presenter, as well as the length of the speech they are able to provide. All presentations will be assigned on a first come, first served basis so ACT FAST! Don't miss the chance for your council to take advantage of this exciting program! After submitting your request to eleanor@naepc.org, a representative will phone or email the council contact noted with the outcome of the request (available or not available). If the speaker is available, a representative will supply council contact with address and telephone information for the speaker.

Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see the packet for details.   
04/27/18
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Leimberg Information Services (LISI) Subscription

Members of affiliated local estate planning councils that elect to sign up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!

WHY IS LEIMBERG ACCESS IMPORTANT TO YOUR CHAPTER?
Your members will have unlimited (24/7/365) access - through your chapter's website - to Leimberg Information Services' huge data base of cases, rulings, legislation, and much more at www.leimbergservices.com

Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis by some of the leading experts in the U.S.

LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.

Estate planning council members receive weekly email reminders from the national office that the Leimberg Information Service website is available through membership in your Estate Planning Council.

Your estate planning council members receive access to hundreds of cases, rulings and legislation LISI has already reported on - and access to those posted throughout the year on almost a daily basis. These commentaries are instantly accessible through LISI's incredibly powerful search engine that will allow members to create customized searches to locate specific topics, references, and citations of particular interest to them.

Other benefits include: Twelve-year archive of monthly FaxNet data service and Section 7520 and other important rate information.

Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $24/member
To enroll in May, June, July, or Aug., - $20/member
To enroll in Sept., Oct., Nov., or Dec., - $30/member *
*covers the last 4 months of the year and all of the following year.
All members of a council must enroll.

Please click HERE for additional information and an enrollment form.

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Online Learning Opportunities Offered by
The Legacy Companies, LLC

NAEPC is happy to offer our members a 10% discount on several online learning programs provided by The Legacy Companies, LLCLegacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.  Be the next to have the clients, the business, and the life you want!
 
To learn more about all of these courses and to enroll, visit the online informational page.  Enter NAEPC10 when prompted to obtain the NAEPC discount.

IGNITE Online Learning Program
The fundamental success requirement of any advice-giver is your ability to generate powerful relationships in a short amount of time when you first connect with new opportunities. If that’s not daunting enough, you have to do it in a business climate of skepticism, restrictive compliance, and high competition. That’s why Legacy created the  IGNITE program.

IGNITE equips you with a system for connection: Specifically, you'll master:
 
  • A 4 Decision System™ that will steer the progression of your relationship with current and potential clients
  • A battle-proven way to confidently answer the question, “What do you do?”
  • An Approach Talk™ that will pull you out of the commodity trap, and result in a clear engagement decision by your potential client
  • Clear language that will show your potential client, why they should become a client for life
  • An Engagement Agreement that will accelerate the opportunity forward
  • Legacy has helped accountants, attorneys, philanthropic advisors, financial advisors and many other advice-givers create powerful, lasting relationships for over 20 years.

LAUNCH Online Learning Program
LAUNCH is designed with a single purpose: install a new process for engaging with future and current clients so that you can have the business, the clients and the kinds of engagements you want.


You will complete LAUNCH with:
 
  • A proven, 4 Decision System™ for engaging with future and current clients in a powerful, efficient and systematic way
  • A new way to introduce yourself to potential clients, and to teach others to introduce you so that you get more referrals, and that they are the kinds of clients you want
  • An advanced Approach Talk™ designed to make securing new business more engaging, more fun, and get you quickly aligned with your prospects' greatest priorities
  • A new perspective on how Trust works and how you can help nurture it
  • A system for creating Goal Clarity to permanently address one of the invisible points-of-failure in client engagement
  • Our GISOR™ Model for ensuring clients commit to their goals before you solve them
  • A method to articulate Goal Achievement, how you’ll help your client achieve their goals and have the compelling future they want
  • A web-based application to capture what you gather in your expanded Discovery, prepare compelling reports for your clients, and help your team keep cases on track

ECHO Online Learning Program
When families make decisions based on your recommendations, the results will echo long into the future. Their decisions become part of your legacy and theirs. Someone will serve your client for generations; we think it should be you. But one of the greatest risks to the advice-giving business model is a lack of generational reach.

When your current clients die, and both the decisions and assets move to the next generation, those clients will leave you and move on to their own circle of advisor relationship. And it’s worse. 70% of estate plans fail and cause the family to lose their wealth because of family cohesion challenges: they fight, and then go broke.
 
You will complete ECHO with:
 
  • A powerful new way to capture your clients’ ideal future for themselves, their wealth, and their family
  • The ability to discover and document shared family values, across generations
  • The method to create a meaningful family financial philosophy (mission statement)
  • The ability to actually engage the next generation and create relationships that will stick
  • The ability to capture the family story (the story that holds them all together) through a turnkey biographical interview process
  • The process for confidently hosting family meetings, including agenda’s and exercises
  • The knowledge of Why, When and How to introduce a family wealth counselor
  • The ability to create one-of-a-kind client documents using our web-based application

LINK will put the power of our 5 Best Practices of Collaboration in your hands, at your fingertips, so that you stay in the driver’s seat, lead, and win the day for your client. 

> Learn more about LINK

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Sterling Cut Glass - Special Discounts on Award Pieces

Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!

Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.

Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.

Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.

Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 859-283-2333 ext.102 to place your order. Please reference "NAEPC Council Discount Program" when calling.

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WealthManagement.com

WealthManagement.com is a community destination developed by Penton Media’s Wealth Management Group who produces two of the leading financial trade publications, Registered Rep. and Trusts & Estates.

As a community member you will have the ability to establish a profile that will give you valuable targeted exposure to the community. You will also have ongoing access to Penton’s financial service properties and expertise which includes a Concierge Program that will support you as needed to effectively market to your prime audience in a way no other website can offer.

The Concierge Program can provide you with an initial competitive analysis so you can gauge the market and where you’re currently positioned. Penton is then able to help you develop content including white-papers, press releases, videos and webinars. Content can then be plugged into a lead generation program like an eblast or newsletter and distributed to a database of over 280,000 professionals.

Because of this new partnership, NAEPC members and members of affiliated local councils can take advantage of a 50% discount on Gold and Platinum Community Profiles!  Simply enter "NAEPC" as the discount code when prompted.

You may also view the NAEPC profile on WealthManagement.com HERE.

03/27/12

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