Who Benefits From This Solution?
- Anyone beginning a new program
- Those strengthening an existing program
- A shop that does not administer life income and complex gifts
Beneficiary Designations focus on 92.5% of all planned gifts.
$495.00
No expertise required. Simple to implement. Quick results.
6 Design professional concepts represented with legally-vetted standard boilerplate copy. Everything is in position for your designer to implement.
Includes sample images.
Beneficiary Designations focus on 92.5% of all planned gifts.