Powerful Members-Only Web Site

The Members-Only Website consists of over 1,000 web pages containing a history of all past conference call and event recordings and materials for all education, practice management, software and marketing instruction. It also contains all legal document language, marketing and practice management letters along with available products and special pricing information and ordering systems for vendors of choice.

The following examples are actual items recently uploaded and made available to the membership. The following information is updated regularly.

Classroom Conference Calls
July Education Call Now Available Online!
In this Classroom Conference Call Steve takes a second look at PLR 200101021 and its use in funding the family trust with the surviving spouse’s assets.

Educational Alerts
Recent News of Bank Failures Gives Rise in Concern Regarding Security of Bank Deposits -- Ownership of Bank Accounts in a Revocable Living Trust Can Help
Several financial institutions have failed recently. Trusts can provide expanded FDIC protection for bank accounts. This Alert explains how to calculate FDIC protection.

Ghostwritten Articles
Grandma and Grandpa--You're the Best!
419 Words. The article examines ways to give to grandchildren, both during life and after you are gone.

Ghostwritten Articles
Unique Planning for Unique Families
433 Words. The article examines how Legacy Wealth Planning can be used effectively with a blended family.

October 15-20, 2008
Fall Summit Registration Is Open!
Don’t wait—register today! The schedule is packed with educational, marketing and practice building sessions that will send you back to the office reinvigorated and full of ideas.

October 15-20, 2008
2008 Fall Summit Agenda Announced!
Click here to see the exciting and cutting edge topics being offered at the Fall Summit. Registration will begin soon.

Conference Calls
July Practice Building Call is Now Available!
Download this call and find out what is new with the Funeral Trust program. During this call Sanford Fisch and Bryan Adams discussed the programs new developments and shared a few success stories.

Conference Calls
Upcoming Practice Building Conference Call
Join Lillian Valdez to hear more about the NEW Academy Websites. On this webinar you will learn about the new website features, services and resources. Lillian will also be going over the steps to ordering a new website, editing your web copy and the items you will need to send to the Academy. Be sure to join this webinar on July 21st at 12 noon PT, you will not want to miss it.

Software Training Calls
Upcoming Software Training Call
WHEN: Thursday, July 17, 2008 at 9:00 AM Pacific SPEAKER: Donna Hooper, Academy Technical Support TOPIC:Webdings, Corel Wordperfect, System Maintenance and CounselPro™ 5.5

Client Newsletter
13.3 NEWSLETTER Now Available Online!
The newsletter is a full-color, 6-page layout designed to be mailed flat as a self-mailer, so more consumers will read it. The design includes a fold-out page with a side devoted to "Your Money Matters" and the opposite side to "Your Health Matters." The health side features a client recipe section that is customizable by members. Members will also have a choice for including a short "Message from the Founder" above their firm bio on the back page. This is a great feature to utilize. If you are interested but need help getting started, or are short on time, click here to view an option we have created. We will continue to have all of the great estate planning articles that you and your clients are accustomed to.