Member Benefits: Access Strategic Partners

As an Elite Producer, you gain access to Fountain Professional Group's resources:

Basis Estate Planning

• Wills and Trusts
• Ownership of Assets
• Beneficiary Arrangements

Advanced Estate Planning Consulting

• Estate Tax Reduction or Elimination
• Asset Protection
• Estate Maximization

Special Needs Consulting

• Children with Special Needs
• Spouses with Special Needs
• Handling of Unique Assets

Estate Planning Documents

• Revocable Living Trusts
• Charitable Remainder Trust
• Irrevocable Living Insurance Trust
• Family Limited Partnership

Business Exit Strategies Consulting

• Structuring a Business to Increase Value
• Lifetime Transfers
• Testamentary Transfers
• Business Valuations

Charitable Gifting Consulting

• Case Analysis
• Case Design
• Case Illustrations and Proposals
• Case Implementation

Charitable Trust Administration

• Annual Tax Return
• Bookkeeping
• Compliance and Oversight

Show your clients how to plan for today, and save for tomorrow!