National Association of Estate Planners and Councils

Benefits for Members

Members of the National Association of Estate Planners & Councils and members of affiliated local councils are entitled to purchase the following publications and software at discount prices. Also see benefits available to affiliated local councils.

The National Association of Estate Planners & Councils 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.


See complete information about how to submit a new member benefit for review.


Many benefits are available grouped in the following categories:

Marketing and Website Design Services

Acquire Seminar Marketing

Acquire Direct Marketing specializes in seminar invitations for estate planning professionals. Our Classic Invitations put the emphasis on your credentials, along with the educational value of the Presentation.

  • Proven, tested, copyrighted messages (You can plug into a message that has worked all across the country)
  • High quality, custom-printed professional invitation packages that make a great first class impression
  • Pinpoint targeting using asset and net worth based mailing lists, reach exactly the type of prospects you want to work with)

For more information and pricing, call Zach Monahan today! 1-800-771-9898 ext 229.

http://www.acquirefinancial.com/

08/01/14


Ahrens Technologies, LLC, Innovative Website Solutions

Ahrens Technologies is a market leader in developing websites for estate planners. Clients include hundreds of law firms serving the estate planning needs of seniors and families, large estate planning membership organizations, and non-profit organizations serving our communities. The common thread of all of our clients is their commitment to serving and enriching the lives of their community.

Our unique website development process ensures that our clients are always communicated with and their goals for the website are exceeded. Common features of our websites include:

  • Integrated Blog Page
  • Custom E-Newsletter Delivery
  • Event and Seminar Management
  • Secure Client Document Storage

For a complimentary website review and to learn about our significant discounts for NAEPC members, Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.

NAEPC members are eligible to take advantage of a 25% discount on pricing.  Call 434-485-7856 or visit www.ahrenstech.com and complete the contact form for more information.

02/15/17
 


M Brands Film, Inc. (M)

 

Do you have website video? If not, you may be turning away 90% of your prospects and clients! Video connects you to clients in a way that other forms of communication cannot. To learn more about M and how video can help you and your business, watch a welcome video HERE.

Through a value partner arrangement with NAEPC, M is offering video production services at a 20% discount to members. Through the web, M will help you create an authentic “explainer” video for your website, social media, and communications.  In just a few minutes and all done online, M makes the shyest professional shine with sincerity without breaking your budget, interrupting operations, or making a cartoon out of your business.

  • Do you or your staff get repetitive questions from prospects and/or clients that a video may explain?
  • Is there an important deadline coming up that you would like your clients to be aware of?
  • Do you want your colleagues or clients to know about that new certification you attained?
  • Are you recruiting for your growing office?

M can help you communicate these important items and more!  Through September 30th, M is offering all NAEPC members $49 videos to address those items that are most important to you. In just 20 minutes to shoot and a 2-week turn-around, M will provide you with 30 seconds of precise and tailored content for your website, social media, and auto signature.

To set up a convenient free-video assessment of your website and video needs, please schedule at:  https://secure.scheduleonce.com/LeeMaddox., If you have questions, either ring 415-404-9276 or email loyalty@mbrands.co.  Having produced over 3,000 videos for mbrands.cowe’re ready to shoot yours

M also offers NAEPC-affilated estate planning councils discounts on video production.  Read more in the "council benefits" section of this website.

07/25/17


The Merrill Anderson Company

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.

Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.

02/15/17


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


Zola Creative Media

The Proven Leader in Estate Planning Websites & Marketing

Do you have a website that consistently attracts new clients? Are you effectively driving referrals from your client and colleague base? Are you utilizing state of the art client-centered technology to distinguish your firm from competitors?

Zola Creative Media has helped hundreds of estate planning attorneys build a powerful and highly effective online presence for their firms. Our trifecta of innovative systems is sure to help you increase your exposure, enhance your image and supercharge referrals.

Cutting Edge Attorney Websites: We develop fully customized sites that not only catch the eye but also generate new business and educate website visitors. With professionally written content and interactive site tools, including the Estate Tax Calculator, Seminar Management System, and Integrated Attorney Blog, our sites effectively engage and connect prospective clients with your firm.

LegalVault®: Our revolutionary document storage and exchange system allows your firm to easily and securely store both healthcare and non-healthcare related information for retrieval by clients, advisors, healthcare providers and authorized heirs. With access to their documents 24/7, your firm will always remain on your clients’ minds.

Insight in Motion™:  Our comprehensive legal newsletter and blog content publication and distribution system allows you to easily keep in touch with clients and colleagues. Our expansive library of fully editable articles was developed with estate planning attorneys in mind and features a wide array of articles on wills, trusts, healthcare directives, special needs planning, asset protection, probate, business succession, elder law and so much more. This effective “Top of Mind” marketing tool ensures that your contacts will keep you in mind when a business opportunity arises.

NAEPC members are entitled to receive a 20% discount on all custom website development services through Zola Creative Media.

We invite you to visit our website, www.zolacreative.com to explore these offerings or contact us at 877-269-0076 for a full product demonstration to learn how our experience and user-friendly tools can propel your practice. Simply tell the sales representative that you are with NAEPC to receive this great member benefit.

04/08/16


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