The Kugler System is the only product on the market today that does all of these great things:

• Empowers by educating: The Kugler System helps you strengthen your technical knowledge, thus giving you more confidence in your presentations. Many of our customers tell us they never understood complex estate, business and retirement planning concepts such as intentionally defective grantor trusts and catch-up contributions for participants age 50 and older. Until they used The Kugler System, which made this and other unique, often-confusing concepts clear, straightforward and easy to explain to prospects.
• Makes perfect presentations: The Kugler System gives you the tools you need to go into that first meeting with any prospect and make a flawless presentation that's filled with valuable ideas and concepts. See why by reading our sample cases.
• Offers complete customization & number crunching: Once you've developed a strategy for a prospect, create a clear, personal presentation every time with The Kugler System's powerful software. We sell totally customized Estate & Business Planning software. And, on the retirement-planning side, we include a free 30-day trial of the popular Methuselah interactive software. Read on for more details on the various components that make all this power possible.

The Technique Book

The Technique Book is at the heart of The Kugler System. Everything we do centers around this amazing presentation book, which comes in two versions: Estate & Business Planning and Retirement Planning. Each concept is consistently presented, with narrative on the left and a graphic that clearly illustrates even the most technical of subjects on the right. View our Sample Cases online and see our Table of Contents, too, which shows you just how broad our range of coverage is in both books. The Technique Book comes is a sleek, spiral notebook that's perfect for client presentations.

Kugler System for Windows

If you want comprehensive, customized estate plans that'll help you seal the deal, rely on The Kugler System's Estate & Business Planning Software for Windows, our high-powered, number-crunching software. It customizes concepts from the Technique Book -- with your client's name and personal data. Each case is structured so that it can be run for single or married individuals. The program also calculates the appropriate Unified Credit amount based upon the assume year of death and offers dozens of other flexible features you won't find anywhere else.

Seminar Package

Another unique Kugler product is our Seminar Package, which provides everything you need to present estate, business and retirement planning concepts to a group. Our Marketing Manual walks you through the entire process -- from booking a room, creating a direct-mail and advertising campaign to support your efforts, handouts, follow-up letters and more. Again, using the same concepts, we'll equip you with slides or a PowerPoint presentation -- giving you a professional way to make your pitch using Kugler's proven, powerful content. This package is available in both versions -- Estate & Business Planning AND Retirement.

Need More?

We've also got institutional programs and more. See our Product Fact Sheet for a complete rundown of pricing and products. Or, if you're ready to order, go directly to our order form, which you can print out, fill out and fax in. Your order will be in your hands in just a few days.