Please send
me “Forms-on-CD 6.0.”
Now, all the forms in Life and Death Planning for Retirement Benefits (6th edition, 2006) plus several more that didn't fit into the book, are available ready to plug into your word processor and use in your practice. All beneficiary designation forms, conduit trust provisions, plus a "plan termination assignment" and all four IRS model spousal consent forms, plus a client questionnaire form are included, in 8.5" x 11" page size. Provided for your convenience to save typing, meant to be used in conjunction with the book, so no instructions are included.
Price: $49.95 (includes shipping and handling). Please add $2.50 Mass. sales tax for Mass. delivery Format: WordPerfect 11.0 and Word 2003, CD-ROM. |
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For Massachusetts delivery,
add $2.50 MA sales tax |
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Please
send me “The 100 188! Best and Worst Planning Ideas
for Your Client’s Retirement Benefits” Seminar Handout. Read
description
Price: $49.95 (includes shipping and handling). Please add $2.50 Mass. sales tax for Mass. delivery
If you prefer, you can order
this handout online and download within
minutes. |
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For
Massachusetts delivery, add $2.50 MA sales tax |
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