1. The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114 phone: (866) 226-2224 ~ fax: (216) 696-2582 admin@naepc.org admin@naepc.org www.naepc.org Council Services Presentation

2. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals This presentation is provided as a service to NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. You may “fast forward” to your area of interest by going directly to the slides noted below: Advantages of Membership, slide 4 Annual Conference, slide 8 Website Platforms, slide 9 Leimberg LISI Service, slide 10 Accredited Estate Planner® Designation, slide 21 Accredited Estate Planner® Council Nominated Program, slide 34 Individual Member Benefits, slide 37 Short FAQ’s (or “Blurbs”) Suitable for Reproduction or Repurposing for Council Meetings, slide 41

3. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals W Who Are We? Where Did We Come From? Formed in 1962 by 9 Councils Today: 230+ Affiliated Councils and their 27,000 Members NAEPC

4. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Advantages Of Council Affiliation Be Part Of National Network Of Estate Planning Professionals Access To Council Resource Manual “The Torch” Valuable Benefits for YOUR Membership Meet, Learn & Network at the 50 th Annual Conference in Las Vegas from November 20- 22, 2013 Establish Web Site For Your Council using NAEPC-Hosted Platform

5. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Advantages Of Council Affiliation Secure Access To Leimberg Information Services (LISI) At Special Price Nominate Members To Receive Council Nominated Accredited Estate Planner® (AEP ®) Designation Be Recognized Through National News Articles & Promotions Discounts On Estate Planning Related Products & Services for Membership (Without Extra Effort by Your Council Board!)

6. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Be Part Of National Network Of Estate Planning Professionals Locate Professionals (AEP®’s) In Other Areas Through The NAEPC Web Site Be Available To The Public Through The NAEPC Web Site For Consultation And Referrals Combat “Trust Mills” Through Your Affiliation With A Truly Professional Organization Meet, Learn And Network At The Annual Conference – November 20-22, 2013

7. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Access To Council Resource Manual “The Torch” Help You Form, Organize & Manage Operations Of Your Council Gain Access To A List Of Qualified Speakers Yearly No-Charge National Speaker Opportunity Access To Many Referral Lists & Documents

8. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Receive an Invitation To 50 th Annual Conference in Orlando November 20, 2013: Council Leadership Day Learn About NAEPC Benefits, Programs & Services Receive Advice from Other Leaders on How To Manage Your Council Sharing Sessions With Other Leaders November 21-22, 2013: Technical Education Outstanding National Speakers and Continuing Education Credit

9. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Establish A Website For Your Council Printable and Sort-able Roster Information For Your Membership Members Can Reserve For Meetings Online Process Credit Cards Automatically Email Members About Meetings/Events Create Links To Other Websites Important To Your Members 50% Discount on New Service or Upgrade (2013)

10. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Leimberg Information Services (LISI)

11. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Why Does Your Council Want Leimberg?

12. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Why Does Our Council Want Leimberg? To Survive In The Estate Planning World You Must Stay Current. No Other Quality Resource Is Available At This Cost. A Strong Incentive for Chapter Membership.

13. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Unlimited Access To Leimberg Information Services (LISI) Newsletters Written By: Natalie Choate Jonathan Blattmachr Howard Zaritsky And Many Others Why Does Our Council Want Leimberg?

14. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Links To Financial Calculator Sites CCH Financial Calculators Quicken Financial Calculators Estate Tax Calculator/Estimator Savings Bond Calculator Required Minimum Distribution Calculator Many Others Why Does Our Council Want Leimberg?

15. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Section 7520 Rates AFR Rates Rulings Cases Proposed Tax Changes Up to Date Economic Data Why Does Our Council Want Leimberg?

16. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Daily Update E-mails From LISI Available To Look At That Same Day. You Just Have To Log In. Number Cruncher But You Do Get Access To Many Financial Estate Planning Calculators. Why Does Our Council Want Leimberg?

17. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals What Is The Cost? Sign Up Before May 1 $20 Per Member Service Through December Sign Up Between May 1 & August 31 $16 Per Member Service Through December Sign Up Between September 1 & December 31 $26 Per Member Service Through December of following year

18. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals What Is The Catch? All Members Of Your Council Must Join Yes, Even Those Who Have No Email Must Be Included We Bill The Council, Not The Members (Add It To The Dues Next Year!)

19. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals What Do You Have To Do? Sign Up With the NAEPC Provide NAEPC With The Names And Email Addresses Of Your Members For Councils With An NAEPC Web Site Have Members Log In, Go To Leimberg And Receive Their Password For Councils Without An NAEPC Web Site We Will Provide You With A Password For Each Member Develop a Continued Promotional Plan

20. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals How Do You Begin? Call the NAEPC Office: 866-226-2224

21. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Accredited Estate Planner Designation Accredited Estate Planner ® Designation

22. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals N AEP C Who Are We? 1500+ Accredited Estate Planner® designees Hart Axley, our “Father” – 1976 First AEP® : Harold Small, CA - 1990 Third NAEPC Mission: “Advocacy for Councils and Individual Members”

23. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals What is an Accredited Estate Planner ? What is an Accredited Estate Planner ® ?

24. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals What Is An Accredited Estate Planner? What Is An Accredited Estate Planner®? Graduate Level Specialization Designation In Estate Planning Awarded In Addition To Other Recognized Professional Credentials Awarded By NAEPC To Professionals Who Meet Stringent Experience, Knowledge, Education, Professional Reputation And Character Requirements

25. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Why Be an Accredited Estate Planner? Why Be an Accredited Estate Planner ® ?

26. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Why Be An Accredited Estate Planner? Why Be An Accredited Estate Planner®? Public Identification of You As a Qualified Estate Planning Professional Demonstrate To Clients That You Have Special Knowledge And Abilities Gain a Competitive Edge In A Competitive World National Referral Program

27. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Who Is Eligible To Be An AEP? Who Is Eligible To Be An AEP®? Attorneys Certified Public Accountants Chartered Life Underwriters (CLU) Financial Planners (CFP® & ChFC) Certified Trust & Financial Advisors (CTFA)

28. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP ® Applicants Required Credentials within Your Discipline Minimum Of Five Years Experience in Estate Planning Activities Presently & Significantly Engaged In Estate Planning and Related Activities

29. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP® Applicants Member In Good Standing Of Affiliated Local Council Good Professional Reputation And Character – Professional References Commitment To NAEPC Code Of Ethics

30. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP® Applicants Dedication To The “Team Concept” Of Estate Planning Continuing Education Required – 30 Hours (15 In Estate Planning) in Prior 24 Months Annual Recertification Maintain Local Council Membership (if available)

31. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Three Roads To Secure The AEP Designation Three Roads To Secure The AEP® Designation Education and Examination – 5+ Years Successful Completion of Two Designated Courses Through The American College or Two Graduate Level Estate Planning Couses from Accredited Business or Law School Challenge Exams -The American College Experience Exemption – 15 Years Minimum Council AEP Nominees

32. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals American College Education And Examination Requirements American College Education And Examination Requirements Applicants With Less Than 15 Years Estate Planning Experience Meet All Other Requirements Completion Of Two Approved Graduate Level Courses Offered Through The American College or Accredited Business or Law School “Challenge” The Exams

33. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals AEP Applicants Under Experience Exemption AEP® Applicants Under Experience Exemption Meet All Other Requirements 15 Years of Substantial Experience in Estate Planning Three Professional References Reference from Affiliated Council President and Another Officer

34. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Council AEP Nominees Council AEP ® Nominees Meet All Other Requirements Affiliated Council Nominates Highly Qualified Candidates With At Least 15 Years Experience Councils Of 100 Or Less May Nominate Up To One (1) AEP Candidate In Each Of Four (4) Disciplines + At-large Each Year Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of Four (4) Disciplines + At-large Each Year

35. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Council Nominated AEP Candidates Council Nominated AEP ® Candidates Simplified Application Process No Examination Requirements No Other Professional References Required Outside Of The Council Board

36. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals NAEPC Promotions Interviews / Quotes From NAEPC Officers By National Media National Estate Planning Awareness Week (3 rd Full Week in October Every Year) Attendance at Several National Conferences Each Year to Promote Membership at Local Level

37. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals NAEPC Member Discount Programs NAEPC Journal of Estate & Tax Planning ABA Book Publishing / The ABA Checklist for Family Heirs Acquire Direct Marketing Advisys AfterSteps American Dream Planner LLC Amicus Creative Media & Legal Vault BizActions LLC Business Valuation Resources, LLC Cards for a Cure CBData™ Charitable Planning Desk Reference for Advisors / Strategic Philanthropy CrummeyService Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards DocuBank Estate Planning Smarts / Pensworth EstatePlanningBinders.com Family Business Magazine Florida Domicile Handbook

38. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals NAEPC Member Discount Programs International Genealogical Search Inc. Klark Proposal Software Konica Minolta Business Solutions Lawgic, LLC LegacyQuest, LLC Midwest Transaction Group My Perfect Will My Personal Data Safe Oswald Companies Personal Excess Liability Private Wealth Magazine PS Awards Ruby Receptionists Sterling Cut Glass The Ultimate Estate Planner Trusts & Estates WealthManagement.com

39. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals How Does Our Council Begin? Call us: 866-266-2224

40. The Association of Choice for Estate Planning Professionals Come To Las Vegas, Nevads for the 50 th Annual Conference November 20-22, 2013

41. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals This section of the presentation list “blurbs” that your council may repurpose for its internal publications or use during slide show presentations. Q.How large is NAEPC? A. NAEPC currently boasts 230+ affiliated local councils with over 27,000 members of those affiliates nationwide. In addition, there are 1,500+ AEP® designees in the U.S.

42. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Is a member of our council a member of NAEPC? A. No, the council is a member of NAEPC and by virtue of the council maintaining its membership, the members have access to benefits, programs and services offered by NAEPC.

43. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What publications does NAEPC offer? A. NAEPC produces the NAEPC Journal of Estate & Tax Planning (online), NAEPC News (email for council members enrolled in the Every Council Campaign) and the NAEPC Monthly Minute (email for council leaders).

44. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Does NAEPC have an annual meeting? A.Of course! The Annual Conference takes place in November each year and offers one day of affiliated local council leadership development, as well as two full days of continuing education programming for estate planning-related disciplines.

45. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What types of benefits, programs and services can our council members take advantage of? A.The online list is sorted into software, educational offerings, subscriptions/publications, marketing services, discipline-specific offerings as well as other opportunities.

46. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is this “Every Council Campaign” I hear about? A.The Every Council Campaign is the program that allows NAEPC to email your membership the publication NAEPC News directly up to six times per year. Your members will learn about the programs they can take advantage of without any extra effort by the council!

47. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is the Accredited Estate Planner designation? A. The Accredited Estate Planner® (AEP®) designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the various disciplines that make up estate planning: attorneys, accountants, insurance and financial planners and trust officers. The only multi-disciplinary designation in estate planning, it is awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

48. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is the Council Nominated AEP® program? A. As an affiliated local council, you hold the special honor of nominating eligible candidates for the AEP® designation! The council must submit a board of director’s resolution signed by the president and one additional council officer. Councils are permitted to nominate one (1) candidate in each discipline plus one (1) in any of the four (4) disciplines for councils with less than 100 members and two (2) candidates in each discipline plus two (2) additional in any of the four disciplines for councils with more than 100 members. The application fee for council- nominated AEP® designation candidates is 50% of the regular application fee and must be accompanied by yearly annual dues at the time of application.

49. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What types of benefits can our COUNCIL take advantage of? A.Referral lists, sample organizational documents, council checklists and guides, website programs at greatly reduced fees, Leimberg LISI service… just to name a few!

50. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Can you explain more about the Leimberg LISI service? A.Councils must enroll every member of their council at a per member/per year fee. Members can then access the Leimberg website at their leisure throughout the entire year!

51. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Can council members enroll in the Leimberg LISI service on an individual basis at the NAEPC price? A.No, if your council is not participating in the program a member must enroll directly with the LISI service. A council discount cannot be offered.

52. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is The NAEPC Education Foundation? A. The NAEPC Education Foundation was formed in 2005 with a primary mission of public and professional education. Its main activity in 2011 was the creation of an online library of public content, www.estateplanninganswers.org. www.estateplanninganswers.org

53. Multiple Disciplines Attorney CPA CLU® ChFC® CFP® CTFA Cooperative Estate Planning The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Who should council members call if they have questions? A.As always, NAEPC is available to assist! Phone the national office for questions about council or member programs.