3 Tier Meeting Document – Customized for your practice

three-tier

This document is a great introduction for your potential clients. It will include why your firm is different, what to expect during their Family Wealth Planning Session, and how to prepare for the session. A must-have for your Pre-Meeting Packet. And, it will be customized with your photo, colors, and whatever other text changes you'd like.

Price: $150.00

6 Common Mistakes Flyer – Customized for your practice

6-mistakes-guardians

This free report is designed to use as your main lead generator on your website. Includes a full follow up email campaign and everything is completely customized to your practice (colors, logo, etc). A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout. Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Price: $250.00

Digital Free Report – Customized for your practice

customized-report

This Free Report is designed to use as your main lead generator on your website. Includes a full follow up email campaign and everything is completely customized to your practice (colors, logo, etc.). A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Options for Reports To Select From:

  • 7 Must-Do's When Naming Guardians
  • 6 Common Mistakes Parents (and Lawyers) Make When Naming Guardians
  • 6 Errors Families Make When Choosing an Attorney
  • (FBL Only) 6 Errors Families & Business Makes When Choosing An Attorney
  • (FBL Only) 11 Legal Mistakes Business Owners Make and How To Avoid Them

Price: $250.00

KPP Guide – Customized for you to use as a digital report on your website or to print locally

kpp-web

This 16 page guide is a great lead generation tool. It’s a fast read that helps parents understand the importance of planning ahead. This product can also be customized with your firm’s contact information, your photo, and other text changes you may wish to make. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will either customize to be a digital file to use on your website as an opt-in report or send you the final print file to take to your local printer to have printed/folded brochures made. A 20% discount for Gold members and a 50% discount for Platinum members applied at checkout. Email [email protected] if you don't have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $250.00

KPP Guide – Customized with 25 printed copies sent to you

kpp-guide-for-pfls

This 16 page guide is a great lead generation tool. It’s a fast read that helps parents understand the importance of planning ahead. This product can also be customized with your firm’s contact information, your photo, and other text changes you may wish to make. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will also include 25 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $305.00

KPP Guide – Customized with 100 printed copies sent to you

kpp-guide-for-pfls

This 16 page guide is a great lead generation tool. It’s a fast read that helps parents understand the importance of planning ahead. This product can also be customized with your firm’s contact information, your photo, and other text changes you may wish to make. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will also include 100 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $435.00

KPP Guide – Reprint of 100 brochures (previously customized)

kpp-guide-for-pfls

This is a reprint of 100 copies of the 16 page guide which was previously customized with your firm’s contact information, your photo, and other text changes. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Price: $185.00

Moms’/Parents’ Freedom Guide – Customized (includes 25 printed copies)

moms-freedom-guide

This guide is a great lead generation tool. It’s a fast read that helps parents understand the importance of planning ahead. It fits nicely into a regular envelope for a quick addition to any correspondence. See this sample for what the brochure contains. With this package, we will also include 25 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $305.00

Moms’/Parents’ Freedom Guide – Customized (includes 100 printed copies)

moms-freedom-guide

This guide is a great lead generation tool. It’s a fast read that helps parents understand the importance of planning ahead. It fits nicely into a regular envelope for a quick addition to any correspondence. See this sample for what the brochure contains. With this package, we will also include 100 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $435.00

PFL Brochure – Customized for your practice and then for you to print locally

PFL Brochure - 6 Common Mistakes

While we aren’t a fan of leave-behind pieces, if you are going to leave something behind, this PFL brochure is the perfect thing to hand out on How To Protect Your Children, Your Family & Assets For Generations To Come! Also includes the 6 Common Mistakes and an offer for a Free Family Wealth Planning Session!

See samples of the 3 different design options here. Note: to have copy as is in the brochure, it will require having a KPP Guide brochure customized (either in print or digital form - see options to purchase on this PFL Webstore page above) to give away on your website. OR, we can change the panel of information inside the PFL Brochure to point to your KPP Landing page for the free Guardian Nomination process.

A 20% discount for Gold members and a 50% discount for Platinum members applied at checkout. Email [email protected] if you don't have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $250.00

PFL Brochure – Customized with 25 printed copies sent to you

PFL Brochure - 6 Common Mistakes

While we aren’t a fan of leave-behind pieces, if you are going to leave something behind, this PFL brochure is the perfect thing to hand out on How To Protect Your Children, Your Family & Assets For Generations To Come! Also includes the 6 Common Mistakes and an offer for a Free Family Wealth Planning Session!

See samples of the 3 different design options here. Note: to have copy as is in the brochure, it will require having a KPP Guide brochure customized (either in print or digital form - see options to purchase on this PFL Webstore page above) to give away on your website. OR, we can change the panel of information inside the PFL Brochure to point to your KPP Landing page for the free Guardian Nomination process.

With this package, we will also include 25 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum members applied at checkout. Email [email protected] if you don't have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $305.00

PFL Brochure – Customized with 100 printed copies sent to you

PFL Brochure - 6 Common Mistakes

While we aren’t a fan of leave-behind pieces, if you are going to leave something behind, this PFL brochure is the perfect thing to hand out on How To Protect Your Children, Your Family & Assets For Generations To Come! Also includes the 6 Common Mistakes and an offer for a Free Family Wealth Planning Session!

See samples of the 3 different design options here. Note: to have copy as is in the brochure, it will require having a KPP Guide brochure customized (either in print or digital form - see options to purchase on this PFL Webstore page above) to give away on your website. OR, we can change the panel of information inside the PFL Brochure to point to your KPP Landing page for the free Guardian Nomination process.

With this package, we will also include 100 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum members applied at checkout. Email [email protected] if you don't have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $435.00

Special Needs Freedom Guide – Customized for you to use as a digital report on your website or to print locally

special-needs-freedom-guide

The Special Needs Freedom Guide walks you through everything you need to know for the absolute peace of mind of knowing that no matter what happens, your child’s future will be secure and your child will be loved and cared for. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will either customize to be a digital file to use on your website as an opt-in report or send you the final print file to take to your local printer to have printed/folded brochures made.

A 20% discount for Gold members and a 50% discount for Platinum members applied at checkout. Email [email protected] if you don't have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $250.00

Special Needs Freedom Guide – Customized with 25 printed copies

special-needs-freedom-guide

The Special Needs Freedom Guide walks you through everything you need to know for the absolute peace of mind of knowing that no matter what happens, your child’s future will be secure and your child will be loved and cared for. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will also include 100 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $305.00

Special Needs Freedom Guide – Customized with 100 printed copies

special-needs-freedom-guide

The Special Needs Freedom Guide walks you through everything you need to know for the absolute peace of mind of knowing that no matter what happens, your child’s future will be secure and your child will be loved and cared for. See this sample for what the brochure contains and all the highlighted areas we'd be customizing for your practice. With this package, we will also include 100 customized and printed copies for you. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Once you place your order, we’ll contact you for customization information.

Price: $435.00

Special Needs Freedom Guide – Reprint of 100 brochures (previously customized)

special-needs-freedom-guide

This is a reprint of 100 copies of The Special Needs Freedom Guide which was previously customized with your firm's contact information, your photo, and other text changes. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Price: $185.00

Postcard – Customized for you to print/send

postcard

These colorful, impressive, and customized postcards or money mailers are great for getting informational nuggets about your firm’s mission in front of ideal clientele, the old fashioned way – via snail mail. Any of the postcards from your Monthly Marketing Campaigns area in the membership site (either for PFL or CBL) or a variation of this EDDM PFL Event mailer sample are available to customize. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

NOTE: Once you purchase the postcard, our fulfillment team will reach out to you via email and coordinate the postcard design details. Please allow ideally a one week turnaround from start to finish before printing deadlines to ensure we can collaborate on any changes needed, etc.

Price: $150.00

Postcard – Minor Redesign of Previously Customized Postcard for you to print/send

postcard

Did you previously have us customize a postcard for you and now just need to make some minor changes (changing out a photo, text updates, layout alterations, etc.)? We can do that for you here. A 20% discount for Gold members and a 50% discount for Platinum member applied at checkout.  Email [email protected] if you don’t have a discount code as a Gold or Platinum member.

Price: $75.00

NOTE: If all you need is a date change with no other layout changes, etc., we do that complimentary. Just reach out to [email protected] and let us know the date changes to make.

Wear Clean Underwear – Printed First Chapter (10 copies)

Wear Clean Underwear

Give your package an extra punch with this printed version of the first chapter of the Wear Clean Underwear book. The last page gives you space to personalize the booklet with your firm’s information on a label. 10 per order.

Price: $30.00

Wear Clean Underwear Book

Wear Clean Underwear

Wear Clean Underwear! A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Parents.

You can use this book as a hand-out at planning sessions or in gift baskets for community events. The possibilities are endless.

Price: $12.00

Wear Clean Underwear Book (case of 44)

Wear Clean Underwear

One Case – 44 Books of Wear Clean Underwear! A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Parents.

You can use this book as a hand-out at planning sessions or in gift baskets for community events. The possibilities are endless.

Price: $457.50