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Strategic Partners
We are pleased to provide information on
several strategic partners of interest. Services of these
organizations have been used by several of our Members and have
earned very positive feedback. While we are delighted to
provide information on organizations that can help to support and
enhance your estate planning practice, the companies listed here are
not affiliated with or owned by Advanced Planning Solutions, LLC.
The
National Network of Estate Planning Attorneys is the leading
single-source provider of education and information services,
products, and practical tools. As a leader in this industry, they
empower estate planning professionals to provide superior client
service while building prosperous and satisfying professional
careers.
www.nnepa.com
DocuBank®
is an electronic storage and retrieval service that provides
emergency access to clients' advance health care directives. With a
DocuBank® membership, your clients' advance directives (HIPAA
release, living will, health care power of attorney, and organ
donation form) are faxed promptly to hospitals any time, day or
night, around the world. DocuBank® can also provide the
names and numbers of three emergency contacts and primary care
physician.
Your clients'
DocuBank® Emergency Card is customized to include your
name, firm and phone number right on the card. Your firm can also
include DocuBank® membership renewals as part of your
annual maintenance program.
Visit us at www.docubank.com
or please contact us: mailto:info@docubank.com
to discuss how DocuBank® can enhance your client service
and marketing programs.
www.docubank.com
Connect2A™
is
a community of professional advisors using a state of the art data
manager uniquely designed for attorneys, financial professionals,
and accountants who desire to provide best of class estate and
financial plans for their clients by:
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Organizing
their client’s personal and financial information, and legal
documents
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Communicating
with their clients and colleagues with a Private Encrypted
Communication System
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Tracking
ownership and beneficiary designations
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Verifying
changes
to ownership and beneficiary designations in the planning
process
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Updating
the Client’s personal and financial information
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Collaborating
with their professional colleagues
The Connect2A’s
state of the art data manger allows professionals to become
interactive with each other and their clients. Connect2A increases
office efficiency and enhances relationships during the planning,
lifetime maintenance, and after-death administration of a client’s
financial and/or estate plan.
For Further Information: Go
To: www.connect2a.com
For a Demonstration of Connect2A Go To: http://www.connect2a.com/c2aSignup.asp
www.connect2a.com
Supersuasion Marketing is a business development, marketing, public relations and communications company that
helps professionals build successful, rewarding practices. We're well prepared to provide professionals with a
wealth of products and services, including such critical areas as:
--Business development and strategic planning
--Strategic marketing
--Successful sales strategies
--Communications
--Public relations
--Advertising
--Sales promotion
--Public presentations
--Private seminars
--Networking and referral marketing programs
--Collaborative marketing programs with financial services firms and estate planning attorneys
--Collaborative marketing ventures with nonprofit organizations
--Effective client consultations
Can Supersuasion Marketing help you realize your professional goals?
Probably! For more information about how the Supersuasion Marketing team can help you with a wide range of professional support programs and
products, visit our web site below. Or call us at 303-470-8882.
www.supersuasion.com
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