"The
Impending Beneficiary Disaster"
Mark Kaizerman, Kaizerman & Associates, mark@kaizerman.com,
or 508-647-0830 x 13, is accessible to discuss the Impending Beneficiary Disaster.
He believes that as the Boomer cadre ages and dies, that the financial planning
industry will be slammed with problems from incomplete estate planning and
disgruntled beneficiaries. It is not enough, he believes, for advisors to feel
that they have managed risk for a family through the sale of products. Products
provide resources but do not offer emotional comfort. Control of vital documents,
available in one file, in one location, and accessible by the beneficiaries
with one call provides the support families need in times of crisis.
Kaizerman’s
strategy is outlined in his new book Beneficiary Directory: Your Personal
System to Organize Your Important Documents and Guide Your Beneficiaries.
He is an excellent resource on the suggested story ideas below:
- How
to Avoid the Impending Beneficiary Crisis
- Top
Five Reasons Why Most Estate Plans are Incomplete.
- What
Your Will Won’t Do.
- The
Beneficiary Directory is the Missing Link in a Complete Financial
Plan.
- Focus
on Accessing Important Documents is First Step in Long Term, Mutually
Rewarding Client Relationships.
- The
Access Administrator Concept: A Simple Strategy for Connecting with
Heirs.
- Why
Parents Should Introduce Their Children to their Professional Advisors.
- Three Ingredients for Successful Financial Planning: a Thorough Discovery Process, an Inventory of Dreams, and Fulfilling Legacy Desires.
©2004
Mark H. Kaizerman. All rights reserved.
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