Kugler System Products

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Components of The Kugler System
Component Description & Retail Price	Applications & Benefits
Estate & Business Planning Technique Book (updated for 2001-2002): Designed to assist you in presenting the advantages of a well-planned estate and/or business arrangement, the Technique Book is the backbone of the Kugler System. This high quality book includes 107 estate and business planning cases -- 15 of them NEW with this edition. Each includes clear, concise graphics that take even the most complex concept and translates it into useful, easy-to-understand language. View a sample case. Retail Price: $149	Helps sell your client or prospect on the advantages of a well-planned estate and/or business arrangement. Makes all your presentations flawless, organized and sophisticated. Saves you valuable time; we do the preparation, you present the information. Takes highly technical information and brings it to a user-friendly level.
Retirement Planning Technique Book (NEW for 2001): Leveraging the popular real-life, mini-case format that made the Estate & Business Planning Technique Book a top-selling tool among nearly all the major insurance companies and many investment houses, this new book includes 104 techniques, covering everything from retirement accumulation to distribution and estate planning for retirement assets. This, too, is completely up-to-date for 2001 Tax Law and IRS Regulations. Retail Price: $149	Helps sell your client or prospect on the advantages of a well-planned retirement arrangement. Makes all your presentations flawless, organized and sophisticated. Saves you valuable time; we do the preparation, you present the information. Takes highly technical information and brings it to a user-friendly level.
Electronic Technique Books (updated for 2001-2002): BOTH the Estate & Business Planning and Retirement Planning Technique Books are available in electronic, PDF format. This lets you provide your entire organization with one-click access to ANY of our exclusive concepts and techniques. PDF format makes it easy and effortless for your professionals to always have the information they need, presentation-ready. The PDF techniques print beautifully and can also be used for laptop or overhead presentations. Retail Price: Site License to be negotiated based on total users	Give your team actionable, easy-to-use information that will increase sales. Makes presentations flawless, organized and sophisticated. Saves you valuable time; we do the preparation, you present the information. Offers convenient, one-click access to any individual technique needed at a moment's notice.
Kugler System Estate & Business Planning Software for Windows: Once you've successfully presented the concepts, you're ready to customize your presentation to your prospect's or client's specific case. Do it easily, quickly and consistently with Kugler System for Windows. You input your own data. The software does the rest, including calculations. Updated for 2001 Tax Law and IRS Regulations. Must also have Microsoft Excel 5.0 or higher. Retail Price: $390	Customize the perfect presentation and do it quickly and easily. Calculate federal estate tax under various estate arrangements. Calculate GRITS, GRATS, Charitable Remainder Trusts, Section 6166, etc. Create sophisticated presentations that clearly demonstrate the problems and your solutions. Eliminate the need for multiple resources. The software and the Technique Book do it all~ from initial interview to number crunching.
Seminar Selling Package (Choose from Estate & Business or Retirement Planning Versions): Once you've mastered the cases, try maximizing your message with seminars. Frank's own seminars, based on this material, have consistently accounted for over 90% of his personal sales. This add-on includes everything you need to create compelling, sales-generating seminars for a variety of audiences. Includes an extensive marketing manual and presentation materials in the form a PowerPoint file. Retail Price: $350	Develop a high-quality seminar based on the estate and business or retirement planning concepts in the Technique Book. Create marketing materials that promote your seminar. Master the logistics of seminar selling with tips on room set up, time of day and more. Hit a large number of prospects simultaneously. Learn how you can effectively follow-up with attendees to maximize your efforts.

Also Available... Annual Updates to all Materials! Special Institutional Programs -- Call today for information on integrating Kugler into your Home Office today! Orderline: 1-800-3-KUGLER (1-800-358-4537)