Other Recommended Services and Resources
CFP® credits from Beacon Hill Financial Educators
Attention financial planners: You can get 24 CFP® credits for reading my book Life and Death Planning for Retirement Benefits. Buy the book and self-test from Beacon Hill Financial Educators for $149, or if you already have the book they will administer the test and you pay only for the test. To learn more or to order, visit BHFE’s website.
CE credits from Broker Educational Sales & Training Inc. (BEST)
Another recommended provider of CPE is Broker Educational Sales & Training Inc. (BEST), a nationally approved provider of regulatory continuing education. They administer my book, Life and Death Planning for Retirement Benefits, 6th Edition, for continuing professional education credits in all 50 States and the District of Columbia. CE credits vary from 21 hours to 40 hours of correspondence/self-study credit. To receive the credits you must take a 50 question test (either on-line or in paper format) and receive a passing grade of 70% or higher. To view the insurance CE credits approved for your state and for CFP, CIMA, CPE, and CLE credits visit www.brokered.net/nchoatereg.html or call 800-345-5669.
The Beneficiary Directory
by Mark Kaizerman
When I first saw The Beneficiary Directory by Mark Kaizerman, $21.95, I thought “How can you make a hardcover book with fewer than 50 pages, several of them blank?” Upon reflection, the fact that this book is short and sweet is good: it may mean more people actually use it. The Beneficiary Directory is a simple system that everyone (clients and advisors) can use to organize their important documents and save their survivors time and trouble. The system is very easy to use, and the author has plenty of pep talk to make sure his readers do the job. 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. Kaizerman offers a training course for advisors on how to use the book and system.The Beneficiary Directory is indispensable. Someone should have thought of this before. www.beneficiarydirectory.com.
DocuBank®
How would you like to provide a terrific service for your clients that they will truly appreciate and that will help them remember how great you are? DocuBank® stores your client's living will and health care directive. When an emergency arises, DocuBank® faxes these vital documents to where they're needed, anywhere in the world, in minutes. The client carries a plastic Emergency Card instructing the medical caregivers to call DocuBank® toll-free. The card also has your name on it as the estate-planning attorney; DocuBank® also mentions your name when reminding the clients annually to update their documents. To find out more about DocuBank®, visit www.docubank.com or call Fran Gibson at 610-667-3524.
Barry Picker’s Guide to Retirement Distribution Planning
by Barry Picker CPA/PFS, CFP
40-pages. Clear, complete, accurate explanation of minimum distribution choices clients face. Includes checklist, worksheets and tables. Perfect to give to a client with substantial retirement assets who is facing MRDs.
To order, call 1-718-336-8842, or order on line at www.BPickerCPA.com; or send check for $24.95 plus $1.75 shipping & handling (total $26.70) per copy to: Barry C. Picker, CPA, 1908 Avenue O, Brooklyn NY 11230. For NY (or NYC) delivery, add NY (& NYC) sales tax.
Let The Choice Be Mine: A Personal Guide to Planning Your Own Funeral
by Cathy Robertson
Every adult should read and complete the booklet Let The Choice Be Mine: A Personal Guide to Planning Your Own Funeral. Estate planners should buy them by the dozen to hand out to clients. This tasteful, careful, informative and thoughtful guide to the more than 50 decisions involved in planning a funeral and burial is written by Cathy Robertson, who learned from her family’s background in the funeral business and from her personal experience in planning family funerals. Why didn’t someone think of this before?
To order, send check payable to MCR, PO Box 1922, Sandpoint, ID 83864, or call (208) 263-8960, or visit www.funeralplanning1.com. Specify traditional, Catholic or Hispanic. Price is, for one copy $6, plus $2 shipping and handling; 10 copies, $50 plus $6 shipping and handling.
Laminated IRA distributions chart
Laminated card, 9” X 11.5”, with color charts summarizing the minimum distribution rules: Lifetime distributions on one side, post-death on the other.
To order 1-50 charts, send check payable to “Jack McManemin” to: McManemin Wealth Management, 2150 South 1300 East, Suite 500, Salt Lake City, UT 84106. For larger quantities, licensing info, other questions, call 801-990-4240 or e-mail jackmcm@unidial.com. Sorry, CHECKS ONLY; cannot accept credit cards. Prices (includes postage and handling): 1-10 charts, $19.85/each; 11-20 charts, $16.95/each; 21-50 charts, $14.95/each.
Polycomp
Polycomp, headquartered in California, serves as Third Party Administrator for self-directed IRAs and all types of small business plans; they work with custodial banks on the IRAs to facilitate holding unconventional investments other than real estate. www.polycomp.net.