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Welcome.
Let’s face it, estate planning historically has centered on
death and dying. Is it any wonder that people shy away from it? As a
CPA/Financial Advisor, you are all too aware of this. We have a
solution that will make your job easier. Our approach to estate
planning The Wealth Enjoyment System® is all about the living! We
designed a method that makes the process understandable, rewarding,
and surprisingly heartwarming. We are now making it all available to
you.
We can help change your clients’ perceptions about estate planning.
Imagine them writing you (or your strategic partners) checks for
estate planning and thanking you for it. Imagine your clients
wanting you to manage their money with their attorney on your side,
supporting your recommendations, and thanking you for getting
involved. |
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The true measure of success is leaving a legacy for one's family. And
it’s your job to make that happen for your clients. They look to you
for guidance and advice. After all, your clients have worked hard to
gain their wealth; they want it managed correctly.
The Wealth Enjoyment System® was created for you, the CPA/Financial
Advisor, to help your clients focus on their goals—personal and
financial. Clients often get hung up on how much tax they may have
to pay or how much money they’ll leave to heirs. This process
enables them and their families to get enjoyment out of their estate
now. All about life and living, The Wealth Enjoyment System® is an
entirely new approach that turns a once-negative planning problem
into an educational, emotionally rewarding, and enjoyable solution. |
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- Is a source for recurring revenue, expanding services, and
capturing a larger piece of assets to be invested.
- Expands your product line and gains new clients by offering
something different.
- Makes an opportunity to increase fees for estate upgrades
due to annual maintenance.
- Grows your business, making clients happier and more
appreciative of your services.
We know The Wealth Enjoyment System® works with a wide variety
of affluent individuals and families with a family net worth
from $7 million up to in excess of $100 million. We’ve noticed a
significant attitude change with the touchy subject of estate
planning. We now offer The Wealth Enjoyment System® package to
all estate planning advisors. Watch your clients’ estate plans
come to life.
For more information on licensing The Wealth
Enjoyment System®, click here. |
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You may not need to license The Wealth Enjoyment System®. But you
may have occasional clients that can benefit from our unique team of
financial experts. We would be happy to form an alliance between
Udell Associates and your firm. Imagine having all that extra brain
power at your disposal. You’ll be able to expand your client base
and feel confident that your clients will be well cared for. |
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If you are interested in licensing or alliances, please
click here.
If you have any questions, or would like a meeting with Udell
Associates, please contact us. |
