This is a presentation system used for presenting concepts modeled by WEALTHMASTER and FOUNDATIONS. Most presentations introduce a single, commonly used planning technique. Everything from requirements, tax treatment, advantages and potential drawbacks to client suitability is covered.

Highest & Best Use

WealthTec 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.
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