Why IPG provides Estate Planning Solutions

Estate planning provides for the orderly distribution of assets. As a quality financial advisor, you appreciate and understand the need for estate planning when working with your clients. A number of studies on the demographics of the transfer of assets in the next several years tell us that trillions of dollars will transfer between generations. You spend a considerable amount of time helping your clients to accumulate assets. It really makes sense to also help these very same clients transfer these assets to whom they want, when they want and how they want.

Many of your clients would like your help – just ask them!

The logical approach to help your clients is to refer them to a competent estate planning attorney in your area. However, for a number of reasons this may not work.

TEPS - An alternative approach

The Estate Planning System, TEPS provides:

• Access to a Bar certified Tax and Trusts & Estate Specialist attorney and a law firm that focuses in the area of Estate Planning to prepare individualized client Estate Plans – the TEPS Portfolio

• A variety of information materials about Estate Planning that you can share with your clients

• An easy to use and secure website to collect the information needed to prepare your clients’ personalized Estate Plan

• Training, support and even some “hand holding” to help you facilitate the estate planning process with your clients

Some Benefits for YOU! Hundreds of financial advisors have used TEPS over the last twelve years. Many tell us they do so because of one or more of the following: A marketing edge for other services Maintaining assets under management Greater prestige with your clients Additional client referrals Added monetary compensation Learn more today about how you can help your clients with their estate planning objectives. CLICK HERE *

* You will be transfered to a non-IPG Web site that is solely under the control of a party unaffiliated with IPG. IPG shall not be responsible for any content, product, or service offered on such Web sites.