For professional advisors serving clients who want to integrate their faith and values with their estate and financial planning

Introducing...

Put Your Money Where Your Heart Is!

A Guide to Including Faith and Values in Your Estate & Financial Planning

This new contributory book project is unlike any that have come before it. It relfects on the change in estate planning, which is no longer driven only by tax planning priorities. This book, like many of your clients, is focused on the desire to express faith and values through financial and estate planning. Many clients want to make a lasting difference for their families, their communities, and the world. They can accomplish this through stewardship, philanthropy, and legacy planning – and you can be the advisor that has the privilege of guiding them in the process! Few things in your practice could be as rewarding.

There is nothing like having your name and photograph on the cover of an important book to help you build credibility and find new clients and referral sources. It causes you to really stand out from the competition!

You are invited to apply to become a Contributing Author if you have at least 3 years experience advising clients in one or more of the following professional capacities:

• Attorney
• Financial or Investment Advisor
• Life Insurance
• CPA
• Tax Planner
• Planned Giving Officer

CLICK HERE TO REQUEST AN APPLICATION PACKAGE