Financial and Estate Planning Council of Metro Detroit (FEPC-MD)

Description

The Financial and Estate Planning Council of Metropolitan Detroit, Inc. is a Michigan nonprofit corporation.

COUNCIL GOALS ARE TO:
* Promote cooperative efforts among the various professionals engaged in the business of financial and estate planning
* Foster an understanding of the roles and relationships of the professionals who engage in financial and estate planning
* Promote these efforts while maintaining the highest standards and ethical practices for clients, members, and the public
* Engage in study, discussions, meetings, and other activities which will continually improve their combined services
* Promote an understanding of financial and estate planning matters with the public
* Provide an environment where professionals within these fields can network with each other for their mutual benefit and understanding

OUR COUNCIL:
* Brings in nationally known speakers and educators within the various fields of financial and estate planning
* Creates networking opportunities for members
* Meets four times a year for a combined educational and networking event
* Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws
* Has a combined membership among the various professional fields of 350

Member benefits

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.

Maybe the most difficult part of estate/wealth management planning is motivating your clients to start and complete the process, whether it's a new plan or an update. The 2nd edition of A Parents Guide to Wills & Trusts by Don Silver can help motivate your clients to work with you to get their plan in order. You can use this book as a gift/incentive to encourage parent and grandparent clients to use your services, meet with you or come to a seminar. The book uses an easy-to-understand question-and-answer format with real-life scenarios to show how advance planning can avoid problems and save money. A Parent's Guide is not a do-it-yourself book!

Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations?accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Most importantly, we do the ground work it takes before launching any new seminar system. We do an In-depth study of the targeted prospect to include interviews and focus groups to better understand their desires, concerns and fears. Then we tailor the direct mail package to address those hot buttons. Then we thoroughly test the invitations for their impact and ultimate response rates. Then and only then do we offer time-tested materials to our advisor partners. Our seminar marketing consultants have implemented thousands of seminar events. We capture detailed and accurate demographic criteria for every consumer in the country to include:

* Exact and modeled age
* Income
* Net worth
* Income-producing assets

While general public dinner seminars are still the most effective way to get in front of a large quantity of prospects quickly, this method may not be well suited for every marketing minded advisor or their best prospects. For this reason, Acquire Direct Marketing has developed and perfected the "One on One" marketing system. This system is especially effective for reaching the 70% of your prospects that are uncomfortable discussing financial matters in a group setting.