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Benefits for Members

Members of the National Association of Estate Planners & Councils and members of affiliated local councils are entitled to purchase the following publications and software at discount prices. Also see benefits available to affiliated local councils.

See complete information about how to submit a new member benefit for review.
 



Many benefits are available grouped in the following categories:


Marketing and Website Design Services

Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations—accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Most importantly, we do the ground work it takes before launching any new seminar system. We do an In-depth study of the targeted prospect to include interviews and focus groups to better understand their desires, concerns and fears. Then we tailor the direct mail package to address those hot buttons. Then we thoroughly test the invitations for their impact and ultimate response rates. Then and only then do we offer time-tested materials to our advisor partners. Our seminar marketing consultants have implemented thousands of seminar events. We capture detailed and accurate demographic criteria for every consumer in the country to include:

  • Exact and modeled age
  • Income
  • Net worth
  • Income-producing assets

While general public dinner seminars are still the most effective way to get in front of a large quantity of prospects quickly, this method may not be well suited for every marketing minded advisor or their best prospects. For this reason, Acquire Direct Marketing has developed and perfected the "One on One" marketing system. This system is especially effective for reaching the 70% of your prospects that are uncomfortable discussing financial matters in a group setting. The package includes a custom printed invitation unique to each advisor, a detailed bio card to drive quality prospects, an RSVP and reminder card and a customized list of "dream" prospects.

Please log into our members-only area for special pricing and ordering links.


Amicus Creative Media

Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firm’s online marketing success requires a quality website with content, tools and features. Key services of this benefit include:

Custom, professional design
Editable, expert-written content in a wide range of practice areas, including Spanish language options
Highly search engine optimized to attract the widest range of potential clients on the internet State of the art site manager that allows in-house maintenance without the need for complex editing programs (even a novice can do it with ease!)
Dozens of tools including appointment request, click-to-call, seminar management, estate tax calculator, quick-contact forms, newsletter management, integrated blogging and much more
Surprisingly affordable fees: as low as $1999 (before member discount) one time setup fee (includes custom design, domain name registration/transfer, your firm’s email addresses, site customization, content, etc)
No ongoing contract


NAEPC members are entitled to take advantage of a substantial discount.

Please log into our members-only area for special pricing and ordering links.


 
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