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Exposure to a market of over 78,000,000 growing by 3% annually
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Comprehensive information addressing the four key issues of planning
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Lifestyle – Legal – Financial Needs – Government Benefits
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New resources to dramatically increase revenue and income
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Be a recognized expert in a virtually untapped market in need of expertise and assistance
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Enjoying personal satisfaction in providing an invaluable service that will change lives
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Instructors with extensive experience in these fields
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Special Needs Planning Kit
Step-by-step Data forms
Detailed instructions for completing all parts of the plan
Completed “Sample” forms
Draft of “Third Party Irrevocable Special Needs Trust”
Client Information Materials
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Client’s Special Needs Planning Binder
Complete “Presentation Binder”
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Training Materials
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Letter of Intent forms
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Case Studies
Students analyze and present solutions on actual cases
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Learn the proper ‘language’ of the community
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Provide additional public relations, advertising, and marketing opportunities
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Marketing Information and Materials
How NCLP can help
Who to contact
Sample approach letters
Scheduling Seminars
Local, State and National Conference participation
Promotional brochures
Conference Exhibits
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Opportunities to assist with the family’s traditional estate and business planning needs
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Earn the Chartered Lifetime Assistance Planner (ChLAP) professional designation
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Early notice for advanced courses and SrChLAP (Senior)
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Private basic and advanced training programs
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Access to the NCLP national resource and networking center (in development)
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May earn CE/CLE credits
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Financial Advisors do not need to learn new products
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Post Course training, support and case consulting
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NCLP Trainers available to present seminars for our ChLAPs
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Optional Items & Services
CDs and DVDs of the course
Online lectures and discussion groups
Consulting and Support Assistance
