Alliance



	We know unique. We know you. We know your clients. You are an estate-planning advisor who has your own unique approach to doing business. We know your clients because we have our own clients with the same needs and wants. Their goal is to protect and preserve their estate. We all share the same goal of maximizing assets while minimizing taxes.


	As a licensee or strategic alliance partner of The Wealth Enjoyment System®, you will be able to help your clients discover the desires of their estate planning goals, determine their lifestyle needs, and provide insight into the future implications of their current portfolio. Gaining this crucial information is the key to making the estate planning process an enjoyable one.


	With the Wealth Enjoyment Team Consensus Builder™, you work with your client’s entire team of professionals—lawyers, accountants, and other professional advisors—and have the means to round out their estate plan and eliminate conflicting advice.


	After all mutual decisions have been made, you’ll present the Wealth Enjoyment Blueprint™, which lays out the strategy in a clear and concise manner for the client’s review.


	After your clients have reviewed the Blueprint, you customize it to suit their unique tastes and desires. You now proceed to the next exciting step, constructing the estate plan, utilizing the Blueprint to ensure everything goes as planned.


	After going through this customized and personalized plan with your clients, it’s important to preserve its integrity. The Wealth Enjoyment Protection Program™ is an annual maintenance program, designed to give you recurring revenue and give your clients an up-to-date estate plan. Regardless if the laws change a few times in a course of a year, the client knows you are reviewing their plan annually to ensure everything is still relevant to their lifestyle and estate planning goals. 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 come to life. Udell Associates arms you with the necessary tools to successfully implement The Wealth Enjoyment System®. We will provide the following marketing materials to make the transaction a seamless one: • Operational manual • Sample of final blueprint • WES engagement letter • Collaboration release • Disclosure release • Forms and templates CD • Manuals and training CD • WES laminate


	As a financial advisor, you may not have an immediate need to license The Wealth Enjoyment System®. We understand that your time is valuable and it may not be feasible for you to dedicate the resources necessary to become a licensee of the System. However, you still want the ability to assist your clients with their estate planning requests. By creating an alliance with Udell Associates or any licensee of The Wealth Enjoyment System®, you’ll enjoy the benefits of being associated with the System which will have a positive impact on your firm’s performance. The alliance is designed to provide you with an added tool to your portfolio of services—without losing your client and retaining significant revenue. Plus, it gives you the strength of knowing your client is well cared for just as they would be with you.