This is a fully customizable presentation module used for explaining concepts modeled by WealthTec Suite's advanced planning tools. Most presentations introduce a single advanced planning technique. Everything from requirements, tax treatment, advantages and potential drawbacks to client suitability is covered. In addition, two comprehensive planning presentations, one covering estate planning and the other covering multigenerational retirement distribution planning, are also included.

Highest & Best Use

COUNSELOR is best utilized in a client education context where estate and charitable planning concepts are explored. It can be used in face-to-face meetings or in group seminars. You can edit the presentations and/or apply your own design template.

Sample Presentations

• Estate Planning - overview of the estate planning process, transfer tax system and other basic concepts

• Charitable Remainder Annuity Trust - overview of a CRAT

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