Fragmented, unorganized, non-consolidated, non-searchable information on legacy planning strategies. You have searched the internet looking for the answers to two fundamental questions:
1) What is the strategy?
2) How does the strategy benefit my clients?
The mission is simple: provide a virtual estate planning technician, one that is pragmatic and practical in its delivery system and one that instead of training the user to become an expert, offers bundled transferable, usable sales concepts.
Clear communications explaining each complex, intermediate and basic estate planning approach in a manner that is easy to digest. What the tax strategy is, what it does, the benefits and possible pitfalls, and a blueprint.
This technology provides a platform that aggregates information in a user-friendly searchable format that will leverage your sales skills by offering you the subject matter expertise consolidated in one place.This is the culmination of decades long experience in the investment advisory, life insurance, accounting and legal arenas. The creators were hired by the some of the nation’s largest firms to offer just these services and now we bring them to you.
Some consulting areas – investment advisory and life insurance are becoming commoditized due to market forces like passive investing, ETFs, and product sales. Tax planning offers possibly the last mile in the value chain. The 1759 solution has arrived just in time to take your business to the next level.
