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Cassette Tapes and Outlines

Ask for What You Want Cassette Tape and Outline

Questions Steve uses for estate and business planning interviews. 18-page outline included.

6 Magic Steps to Power Marketing

This is Steve's incredible main platform presentation to the American Institute of Certified Public Accountants Personal Financial Planning Division and the National Association of Estate Planners and Councils Annual Meeting. Harness the power of Leimberg's Positive Differentiation Principle, OPCM/OPM/OPML concepts and mini-marketing techniques now being used by planning professionals nationwide.

Charitable Financial Planner 2019.00 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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Retirement Plan Analyzer 2019.01
This is the ideal tool for the pension professional. It is designed to evaluate pension and profit-sharing distribution strategies..
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NumberCruncher 2019.00
The essential "instant answers" solution for estate, business, and financial planners.
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QuickView 2019.00
Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to your clients.Updated for 2018.
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