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Estate Planning Option For NAFEP Certified Estate Advisors^®.
Professionals who obtain NAFEP’s CEA^® (Certified Estate Advisor^®) training and designation may also wish to engage in direct delivery of NAFEP estate planning services to their clients. Professionals can use either basic or advanced trust and estate planning as the ultimate tool to set themselves far above the competition and to create a steady increase in clients and income. Earn substantial fees from estate planning while increasing the revenue from your existing business or practice. And, estate planning is the ultimate tool to keep clients tied to you. When you take clients through estate planning, you become their most trusted advisor and first phone call when they have questions or needs in the future. To act on this option, a CEA^® simply affiliates with a NAFEP Advanced Sales Consultant (similar to a general agent), who will provide the CEA^® with a turnkey estate planning service. Through the Advanced Sales Consultant (general agent) NAFEP furnishes everything it takes for you to deliver estate planning services, including: Instant Credibility and formal certification as an estate planner (CEA^®), full complement of programs and products (see text box below for a list), lawyers and paralegals for the legal services, consulting and complete back office support, document creation, sales and presentation materials, research, legal reference materials and updates on important new developments. There is no need to turn clients over to an attorney who may not represent your interests, act timely or handle the client’s needs well. NAFEP’s direct delivery estate planning includes a NAFEP attorney working exclusively in support of the CEA’s estate planning service, not against it. And, this affiliation in no way represents competition for or an infringement on the CEA’s regular business. Your general agent works only in support of your estate planning service. NAFEP estate planning sets you far apart from and head and shoulders above your competition.

Either use NAFEP estate planning to obtain and keep new clients, or risk having the competition take your clients away.To Provide Direct Delivery Estate Planning To Your Clients, the next step is to enroll in and complete the NAFEP CEA^® training and certification program, the nation’s most prestigious estate planning credential. This step allows you to affiliate with the nation’s Premier estate planning organization and, optionally, receive 15 hours of CFP^™ or life insurance continuing ed credits while you are at it.

Click Here to Enrollment in the CEA^® Program

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^® The CEA and CERTIFIED ESTATE ADVISOR are registered service marks of NAFEP.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S.