Advisor Resource Center | Beneficiary Directory

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In one drawer, I found Dad’s military discharge paperwork from the 1940s, and I was ready to toss it when he said it was an important document I should save. I thought, It’s been almost sixty years since he completed his service. Why would anyone need to see his discharge paperwork? But, oh well, it was only one more sheet of paper, and obviously it still meant a lot to my father, so I kept it.

Dad’s battle with cancer came to an end in April 2004. My brother and I went to the mortuary to arrange for his burial. In planning the memorial service, the funeral director asked the typical questions, but one took us by surprise... (Click here to read the rest of the preface by Mark Kaizerman.)

With the Beneficiary Directory, you bridge one generation and the next, giving your client’s family an easy transition in an otherwise difficult period. It has been called a “must-have” for all professionals involved in estate planning and caring for the elderly. A crucial piece in the transfer of information and assets, it brings the trusted advisor into more frequent and meaningful contact with those who will be involved.

Praise for the Beneficiary Directory

The Beneficiary Directory book was written to give individuals step-by-step guidance in implementing this system with your help. Not only does it explain the importance of having everything in order, but it reinforces the choice to have a key advisor participate in the creation and upkeep of the entire system. It’s a tremendous value-added piece to give away to key clients and prospects.

Its companion, the Beneficiary Directory Workbook, includes all the full-size forms needed to assist you and your clients in putting together a complete Beneficiary Directory. Get a copy for everyone you serve. Click here for additional Workbook info.

Click here to download our order form and find out about our special starter package and quantity pricing.

Beneficiary Directory by Mark Kaizerman

Mark H. Kaizerman, pictured with his father, has been providing financial advice to individuals since 1986.

He started his career as a public accountant with a regional firm in Boston, and moved into specializing in financial planning as a member of American Express Financial Advisors’ prestigious Gold Team, before founding Kaizerman & Associates in 1994.
Recognized by Worth magazine as one the best financial advisors in the country, he has developed a reputation for providing easily understood advice that improves the quality of people’s lives. Mark has served as president of the Financial Planning Association (FPA) of Massachusetts, formerly the IAFP.
Mark’s credentials include the following licenses or designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner® (CFP) professional, Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), and Registered Investment Advisor (RIA). He is a graduate of the University of Massachusetts, where he majored in accounting, and Babson College, where he earned his MBA.
Mark lives in the Boston area with his family: wife Michele and daughters Meghan and Alyx.

Would you like to train your entire organization to use this valuable resource? Contact us for information on group presentations and training.

We at the Beneficiary Directory are committed to helping you and your clients achieve the full benefit of implementing the Beneficiary Directory system. If you have questions or otherwise require our help, just call us at 508-647-0830.

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