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Benefits of a Professional Membership

Add value to your business with our toolkit.

Increasingly estate planning is a highly regarded process for protecting and providing for one’s financial security and compliments many other professions as part of building a life, wealth and health strategy. Even if estate planning is not your main focus in your business or organization, enhance and supplement your profession by providing your clients with estate planning information, products, and related services.

Let us do the work for you!

If you are designing and developing your own marketing materials, maintaining a website, writing articles, publishing newsletters, you know how much time and effort that takes. We develop the tools, we conduct the webinars, we post the newsworthy articles, and we find the right resources to add value to your business.

Your time becomes more productive.

Spend less time answering simple questions or explaining complex concepts at your consultation. With a Guest Membership, use the toolkit to assist you in educating and preparing your client for the next step.

We can help bring more prospects to your business.

Your Professional Membership subscription is assigned a unique Guest Invitation Code. Use your Guest Invitation Code in your printed marketing materials or advertisements or put on your business card. Because we keep track of any visitors that create a Guest Membership with your Guest Invitation Code, you now have their contact information and a potential new prospect.

Ready made for all your marketing strategies.

Using your Guest Memberships, keep your business in your client’s radar, attract new clients, get new business from existing clients, offer as incentives, offer as promotions, include as part of annual financial checkup, use as often as you like for as many clients as you like.

Get reports on client activity.

Have you ever been able to get reliable feedback from a newspaper ad or marketing campaign that informed you how many people read your ad or your brochure? We provide feedback by tracking your invited guest’s activity to get accurate up-to-date reports for each tool accessed, how many times it was accessed, by date, and much more. You can target your promotion and advertising campaigns, or enhance and concentrate your services from gathering the information that interest and are most popular with your clients.

Get new clients and new business.

Publish your contact information and link to your website. On your profile page, enter your contact information including your website URL and download a logo graphic to be published in our directory Find a Professional.

Create trust and loyalty.

You are the respected professional they trust. Extend that trust by providing the knowledge and information they need to make decisions. Create a loyal client who respects and admires a professional who cares enough to empower them to make informed decisions.

Exclusive Training and Tools to Grow Your Business.

Wait, there’s more! With a Professional Membership, you have exclusive access to our Professional Members Services section which includes training and on-line tools for the business person. We teach you how to use MyEstatePlanToolkit.com to grow your business, provide superior service and generate more revenue.

If you like what you see so far, are you ready to start your subscription for a Professional Membership?