After hearing of difficulties people incurred in the area of document
availability, we did this for the convenience of our children. As it
turns out, it has proven to be a convenience to us. Everything we could
ever need in the line of important documents can be quickly located. Jim and Alyce Martin |
It’s
a relief to know that my loved ones will be able to find my paperwork
easily if the need arises. I also appreciate knowing there’s
a back-up copy of all my important paperwork for my own use. Hannah Sukonick |
Simple
. . . logical . . . practical . . . functional. Why doesn’t
everyone have this kind of resource? When faced with my own mortality
a dozen years ago, I sought a source to help shelter my wife and
children in my absence. The Beneficiary Directory brings the financial planning process full circle. Len Kagno |
The
Beneficiary Directory is such a great idea. It’s very easy to understand
and follow. We feel better knowing all our important documents will
be easy to find in the event that something happens. It’s
something everyone needs to think about. Richard and Lori Ebbs |
We all
have very busy lifestyles . . . if something happens to us, our survivors
will have a difficult time getting the papers they need. The Beneficiary
Directory forces everyone to get his or her life in order. The major benefit of the Beneficiary Directory system is that once all the hard work is done . . . we can breathe a bit easier. Walter B. Einstein |
I consider
the Beneficiary Directory a great gift to my family. At a time of
emotional stress, the knowledge that they have to contact only one person to learn the location of all essential papers will bring relief to them and affords me peace of mind now. Doris Doull |
The
Beneficiary Directory is indispensable. Because
it encourages the reader to name one advisor as the "point person" for
all information, the book should be a popular handout for advisors
to give their clients. |
This
is a fabulous tool to organize and simplify your life so that you
can focus
on what's important to you. Bill Bachrach, CSP Author, Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy |
"The
Beneficiary Directory is a wonderful, practical organizer that will
undoubtedly save a significant amount of time, aggravation, and potentially
money for the families of those who use it. An excellent,
heartfelt guide from an industry leader in financial planning, Mark
Kaizerman. Richard Stram, CFP®, AAMS, CMFC Marino, Stram & Associates |
A
very useful tool for both advisors and their clients. Harry G. Kasanow, CFP® Kasanow & Associates |
.
. . Required reading for anyone concerned about the disposition
of their
estate. Whether you’re a skilled advisor serving your clients,
or a consumer trying to put your personal affairs in order, the Beneficiary
Directory will provide valuable assistance. David J. Kaufman, CFP®, ChFC |
The Beneficiary
Directory solves one of the biggest issues facing individuals
and advisors, namely how to organize and most effectively provide
for the intergenerational transfer of information and wealth. This
comprehensive yet easy-to-follow book is a must-read for all who
want to simplify their lives and best provide for their loved ones. Richard D. Sincere President, Sincere & Co., LLC |
Families
are in a real mess when they don’t know where to turn after
the death of a parent or spouse. It is so important to use a directory
such as this and have it available at the right time. The Beneficiary
Directory is complete and thoughtful. Chris Hennessey Faculty Director Babson School of Executive Education |
Advisors: Get everything you need to implement the Beneficiary Directory with your clients here!
©2004-2008
Mark H. Kaizerman. All rights reserved.
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