Financial Professionals



	Welcome. Let’s face it, highly successful individuals and families are too busy to deal with multiple firms for financial advice. As a financial advisor, you are all too aware of this and know that you’re at risk of losing clients if you aren’t able to provide the expertise and service your clients are needing. We have a solution that will make your job easier. Our approach to estate planning called 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 clients eagerly buying life insurance from you (or your strategic partners) rather than having to sell it to them. Imagine your clients wanting you to manage their money with their attorney on your side, supporting your recommendations, and thanking you for getting involved. Even their children thank you for improving their lives. Estate planning can become easy, enjoyable, predictable, and instinctive for your clients, their other advisors, and you. Welcome to The Wealth Enjoyment System®.


	You may have certain concerns about this idea. To read some of our answers to the most common objections click the links below. My clients already have trusted advisors I’ll lose referrals I’ll lose my objectivity if I’m too tied to one system I’ll lose control of the estate planning process and my client Some of my partners may not like it What if I under price it? If I don’t do a good job, it will reflect badly on me I’ll lose client confidentiality My clients already have trusted advisors. The Wealth Enjoyment System® allows you to collaborate instead of compete with your clients ‘ other advisors. Additionally, this System promotes communication thereby reducing clients’ exposure to provincial, contradictory information. I’ll lose referrals from other life insurance agents, stockbrokers, financial planners, and trust departments. The Wealth Enjoyment System® doesn’t require you to work with any particular firm, broker/dealer, or company. You’re free to utilize existing relationships as well as create new ones. I’ll lose my objectivity if I’m too tied to one system. The Wealth Enjoyment System® is a process, not a product. The System’s finished work product – your client’s estate plan—has no dependency on any particular product or solution. By going through the process, your clients actually select the most appropriate techniques that meet their estate planning goals. I’ll lose control of the estate planning process and my client. The Wealth Enjoyment System® actively promotes your control of the process because it is a *defined* set of steps which you facilitate. The system helps eliminate provincial infighting and contradicting advice as well as places you in the center of your clients’ advisor group. Some of my partners may not like it. If they don’t like it, they probably don’t understand it. Let us do a free seminar for your firm. You’ll earn continuing education credits and we can illustrate the Wealth Enjoyment System® and The Wealth Enjoyment Protection Plan™ to your partners and associations. What if I underprice it? We’ll help you price it accurately. Your clients aren’t signing lifetime contracts; you can always adjust your future fees as applicable. If I don’t do a good job, it will reflect badly on me. The Wealth Enjoyment System® provides you a proven methodology that minimizes the chances of dissatisfaction and improves the likelihood of blowing your client away with their experience. By being part of the network, you will also have access to subject matter expertise in a variety of disciplines not normally available I’ll lose client confidentiality. The Wealth Enjoyment System® encourages appropriate collaboration without jeopardizing confidentiality. All information about your clients is held in our strictest confidence. We also have legal council on staff who are aware of when information concerning new planning techniques should be protected. They arrange for that to happen. Honestly, your client is probably already compromising confidentiality by talking to other advisors. We assist with that problem.


	The true measure of success is leaving a legacy for one's family. 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 estate planning 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.


	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 because we have been using it successfully with prestigious clients for years. 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 come to life.


	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 company. Imagine having all that extra brainpower at your disposal. You’ll be able to expand your client base and feel confident that your clients will be well cared for. We are Udell Associates. We are experts in what we do, having extensive experience in wealth services, including estate and trust planning, investment advising, philanthropy, and risk management. With a sound management strategy, we build a team that can help guide you and your clients through each milestone of their lives.

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.

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