CPAdirectory
Member Center Community Taxation Client Services News Revenue Opportunities Your Practice
Free CPE | CPASoapBox | CPApodcasts | CPAclassifieds | Free Website
 
A NEW ESTATE PLANNING TOOL FOR
YOUR WEALTHY CLIENTS OVER AGE 70
 
Join the "70-PLUS PLAN" Wealth Advisor Network

The 70-PLUS PLAN is designed for Senior Clients over 70 years of age, with a net worth of at least $5 million and in reasonably good health.

THE BENEFITS OF JOINING THE 70-PLUS PLAN WEALTH ADVISOR NETWORK

• Free consultation and proposals with a leading Estate Planning Attorney
• Free, no cost, no out-of-pocket life insurance for qualified clientele
• Free training and marketing materials – we will show you how to make over   $1,000,000 over the next 12 months with 10 qualified clients over age 70

THE REVENUE SHARE

The 70-PLUS PLAN provides Accountants and Advisors a substantial REVENUE SHARE on all completed 70-PLUS transactions. To learn more, please submit your request using the form on the right.
Yes, I'd Like to Learn More About Joining the "70-PLUS PLAN" Wealth Advisor Network!
First Name: 
Last Name: 
Firm Name: 
Address: 
City: 
State: 
Zip: 
Phone: 
Ext: 
Fax: 
Email: 
Do You Have At Least ONE Client Over
Age 70 Who Can Benefit From 70-PLUS?
Yes   No If Yes, How Many? 
On A Scale Of 1-10 (10 Being The Highest),
How Would You Rate Your Level Of Client
Control?
Please Complete A 70-PLUS Profile For ONE Client:
Initials:  Gender: 
Age:    Spouse's Age: 
Health Status:    Net Worth: 
 
 
     
Advertising Opportunities | About Us | Contact Us | Partnerships & Affiliations | Terms & Conditions | Privacy Policy | 1-800-Accountant
©2000-2012 CPAdirect Marketing, Inc. All rights reserved.