Prospecting Materials
Sales Ideas
Prospecting Tools
Consumer Materials
Technical Resources

Prospecting Tools

Letters and Scripts

B Trust Funding Consumer Letter [PDF Document]
Business Exit Strategy Consumer Letter [Word Document]
Business Planning Consumer Seminar Invitation [Word Document]
Business Planning Postcard [PDF Document]
Business Valuation Letter [Word Document]
Charitable Giving Prospecting Letter [Word Document]
Establishing an Advisory Team [PDF Document]
Estate Planning Prospecting letter [Word Document]
Estate Planning Why Now? Consumer Prospecting Letter [Word Document]
Estate Postcard [PDF Document]
Estate Prospecting Letter [PDF Document]
General Business Planning Prospecting Letter & Reply [Word Document]
GST Prospecting Letter [Word Document]
How to Make Your Seminars Successful [PDF Document]
Seminar Invitation Estate Planning [Word Document]
Seminar Thank You Consumer Letter [Word Document]
Survivor Standby Trust Consumer Approach Letter [Word Document]

Fact Finders and Profiles

Business Continuation Supplement [PDF Document]
Business Review [PDF Document]
Confidential Business Fact Finder [PDF Document]
Confidential Estate Fact Finder [PDF Document]
ESOP Profile Questionnaire [PDF Document]

Consumer Seminars

Estate Preservation Strategies [PDF Document]
Estate Traps for Resident Noncitizens [PDF Document]
Understanding Business Succession Strategies for the Closely Held Business [PDF Document]
Understanding Charitable Giving [PDF Document]