Call us Today! 1-800-290-7226

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!

Elite Producer Overview

Understand the program and its advantages for you.

Learn More
Do you have Questions?

Call us at 800-290-7226 option 106, or request to be contacted.

Contact Us Now
Become an Elite
Member Today!

Complete our online form to receive additional information about this program. We will respond within 12 hours.

Request Information