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Presentations
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Presentations is a series of PowerPoint slide shows covering a variety of estate and charitable planning topics including those strategies contained in the zCalc Tool Box. These slide shows are designed to help estate planning and wealth management professionals guide their clients through the complex and often confusing estate planning process. With Presentations, professionals can bridge the difficult and challenging task of presenting numbers and scenarios to clients in a cohesive and straight-forward fashion. Presentations enables you to:
 Help clients by demystifying commonly misunderstood estate planning concepts Put a professional image on your wealth management services Save time not creating your own presentation content Attract new clients Justify fees
Presentations can be used to present your services to a wide variety of clients, trade groups, or seminars. All slide shows are expertly formatted for a professional look and feel that will add credibility to you and your services. Handouts are a snap with Presentations as well. All of the content is printable and packed with rich and vibrant color for a handout that will demand attention. Customization services are also available for that added personal touch.
Presentations currently includes a slide show on each of the following:
Estate Planning
Grantor Retained Annuity Trust
Grantor Retained Unitrust
Installment Sale
Private Annuity
Qualified Personal Residence Trust
Sale to Defective Grantor Trust
Self-Canceling Installment Note
Charitable Gift Annuity
Charitable Lead Annuity Trust
Charitable Lead Unitrust
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Flip Charitable Remainder Unitrust
Net Income Charitable Remainder Unitrust
Net Income with Makeup Charitable Remainder Unitrust
Multigenerational Retirement Distribution Planning
Integrated with the Tool Box
Presentations both operates in stand-alone mode and, perhaps more important, is integrated into the zCalc Tool Box, so you can run it from that application as well.
Content By WealthTec
Howard Eisenberg, founder and President of WealthTec (and the author of the WealthTec WEALTHMASTER system), is the content author of Presentations. In creating this client-friendly content, he has drawn on his extensive financial and estate planning background, which includes many years of counseling his own clients on wealth planning matters. He's also drawn on his strong organization and writing skills to create presentations suitable for a one-on-one client counseling meeting or group seminar venues.
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