1. The Association of Choice for Estate Planning Professionals NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114 phone: (866) 226-2224 ~ fax: (216) 696-2582 admin@naepc.org admin@naepc.org www.naepc.org Council Services Presentation

2. The Association of Choice for Estate Planning Professionals This presentation is provided as a service to NAEPC-affiliated local councils. It helps to describe the various benefits, programs, and services that are available to your membership and your council through your membership in NAEPC. You may “fast forward” to your area of interest by going directly to the slides noted below: Advantages of Membership, slide 4 Annual Conference, slide 6 Website Platforms, slide 7 Leimberg LISI Service, slide 8 Accredited Estate Planner® Designation, slide 24 Accredited Estate Planner® Council Nominated Program, slide 35 Individual Member Benefits, slide 35 Short FAQ’s (or “Blurbs”) Suitable for Reproduction or Repurposing for Council Meetings, slide 39

3. The Association of Choice for Estate Planning Professionals W Who Are We? Where Did We Come From? Formed in 1962 by 9 Councils Today: 260 Affiliated Councils and their 29,000 Members National Association of Estate Planners & Councils

4. The Association of Choice for Estate Planning Professionals Advantages Of Council Affiliation Become a Part of the National Network of Estate Planning Professionals Provide Benefits to Your Members Obtain Access to Benefits Provided to Councils to Facilitate Ease of Operation

5. The Association of Choice for Estate Planning Professionals Advantages Of Council Affiliation Secure Access To Leimberg Information Services (LISI) At Special Price Nominate Members To Receive Council Nominated Accredited Estate Planner® (AEP ®) Designation Be Recognized Through National News Articles & Promotions Discounts On Estate Planning Related Products & Services for Membership (Without Extra Effort by Your Council Board!)

6. The Association of Choice for Estate Planning Professionals Councils and their Members Receive an Invitation to the 52 nd Annual Conference in Amelia Island November 18, 2015: Council Leadership Day Learn About NAEPC Benefits, Programs & Services Receive Advice from Other Leaders on How To Manage Your Council Sharing Sessions With Other Leaders November 19-20, 2015: Technical Education Outstanding National Speakers and Continuing Education Credit

7. The Association of Choice for Estate Planning Professionals Establish A Website For Your Council Three Levels to Choose From with Varying Capabilities, Built Just for Estate Planning Councils Recently Completed Reprogramming 50% Discount on New Service or Upgrade

8. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Leimberg Information Services (LISI)

9. The Association of Choice for Estate Planning Professionals Why Does Your Council Want Leimberg?

10. The Association of Choice for Estate Planning Professionals Why Does Our Council Want Leimberg? To Survive In The Estate Planning World Members Must Stay Current No Other Quality Resource Is Available At This Cost A Strong Incentive for Chapter Membership Retention

11. The Association of Choice for Estate Planning Professionals Unlimited Access To Leimberg Information Services (LISI) Weekly Reminder to Members Sent by NAEPC Newsletters Written By: Natalie Choate Jonathan Blattmachr Howard Zaritsky And Many Others Why Does Our Council Want Leimberg?

12. The Association of Choice for Estate Planning Professionals Links To Financial Calculator Sites CCH Financial Calculators Quicken Financial Calculators Estate Tax Calculator/Estimator Savings Bond Calculator Required Minimum Distribution Calculator Many Others Why Does Our Council Want Leimberg?

13. The Association of Choice for Estate Planning Professionals Section 7520 Rates AFR Rates Rulings Cases Proposed Tax Changes Up to Date Economic Data Why Does Our Council Want Leimberg?

14. The Association of Choice for Estate Planning Professionals Daily Update Emails From LISI Available To Look At That Same Day. You Just Have To Log In Number Cruncher Access To Many Financial Estate Planning Calculators Why Does Our Council Want Leimberg?

15. The Association of Choice for Estate Planning Professionals What Is The Cost? Sign Up Before May 1 $24 Per Member Service Through December Sign Up Between May 1 & August 31 $20 Per Member Service Through December Sign Up Between September 1 & December 31 $30 Per Member Service Through December of following year

16. The Association of Choice for Estate Planning Professionals What Is The Catch? All Members Of Your Council Must Join Yes, Even Those Who Have No Email Must Be Included We Bill The Council, Not The Members (Add It To The Dues Next Year!)

17. The Association of Choice for Estate Planning Professionals What Do You Have To Do? Sign Up With the NAEPC Provide NAEPC With The Names And Email Addresses Of Your Members Encourage Members to Create an Account Develop a Continued Promotional Plan Assisted by Monthly NAEPC “Tools”

18. The Association of Choice for Estate Planning Professionals How Do You Begin? Call the NAEPC Office: 866-226-2224

19. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Speakers & Programming

20. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Robert G. Alexander Webinar Series Online programs held monthlyOnline programs held monthly Live or on-demand viewingLive or on-demand viewing Multi-disciplinary contentMulti-disciplinary content Nationally known speakersNationally known speakers

21. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Speakers Online Speaker BureauOnline Speaker Bureau Speakers have expressed an interest in working with councils and applied to be includedSpeakers have expressed an interest in working with councils and applied to be included Packet of information available at www.naepc.orgPacket of information available at www.naepc.org

22. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Speakers No-Charge ProgramNo-Charge Program Released on a fiscal year basisReleased on a fiscal year basis Current NAEPC board members & past presidents volunteerCurrent NAEPC board members & past presidents volunteer Present topical information + NAEPC messagePresent topical information + NAEPC message No honorarium (council covers travel and lodging)No honorarium (council covers travel and lodging)

23. The Association of Choice for Estate Planning Professionals Advantages Of Council Membership Accredited Estate Planner Designation Accredited Estate Planner ® Designation

24. The Association of Choice for Estate Planning Professionals What is an Accredited Estate Planner? What is an Accredited Estate Planner ® ?

25. The Association of Choice for Estate Planning Professionals What Is An Accredited Estate Planner? What Is An Accredited Estate Planner ® ? Graduate Level Specialization Designation In Estate Planning Awarded In Addition To Other Recognized Professional Credentials Awarded By NAEPC To Professionals Who Meet Stringent Experience, Knowledge, Education, Professional Reputation And Character Requirements

26. The Association of Choice for Estate Planning Professionals Why Be an Accredited Estate Planner? Why Be an Accredited Estate Planner ® ?

27. The Association of Choice for Estate Planning Professionals Why Be An Accredited Estate Planner? Why Be An Accredited Estate Planner ® ? Public Identification of You As a Qualified Estate Planning Professional Demonstrate To Clients That You Have Special Knowledge And Abilities Gain a Competitive Edge In A Competitive World National Referral Program

28. The Association of Choice for Estate Planning Professionals Who Is Eligible To Be An AEP? Who Is Eligible To Be An AEP ® ? Attorneys Certified Public Accountants Chartered Life Underwriters® (CLU®) Financial Planners (CFP® & ChFC®) Certified Trust & Financial Advisors (CTFA)

29. The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP ® Applicants Required Credentials within Your Discipline Minimum Of Five Years Experience in Estate Planning Activities Presently & Significantly Engaged In Estate Planning and Related Activities

30. The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP ® Applicants Member In Good Standing Of Affiliated Local Council Good Professional Reputation And Character – Professional References Commitment To NAEPC Code Of Ethics

31. The Association of Choice for Estate Planning Professionals Requirements For All AEP Applicants Requirements For All AEP ® Applicants Dedication To The “Team Concept” Of Estate Planning Continuing Education Required – 30 Hours (15 In Estate Planning) in Prior 24 Months Annual Recertification Maintain Local Council Membership (if available)

32. The Association of Choice for Estate Planning Professionals Three Roads To Secure The AEP Designation Three Roads To Secure The AEP ® Designation Education and Examination – 5+ Years Successful Completion of Two Designated Courses Through The American College or Two Graduate Level Estate Planning Courses from Accredited Business or Law School Challenge Exams -The American College Experience Exemption – 15 Years Minimum Council AEP Nominees

33. The Association of Choice for Estate Planning Professionals American College Education And Examination Requirements American College Education And Examination Requirements Applicants With Less Than 15 Years Estate Planning Experience Meet All Other Requirements Completion Of Two Approved Graduate Level Courses Offered Through The American College or Accredited Business or Law School “Challenge” The Exams

34. The Association of Choice for Estate Planning Professionals AEP Applicants Under Experience Exemption AEP ® Applicants Under Experience Exemption Meet All Other Requirements 15 Years of Substantial Experience in Estate Planning Three Professional References Reference from Affiliated Council President and Another Officer

35. The Association of Choice for Estate Planning Professionals Council AEP Nominees Council AEP ® Nominees Meet All Other Requirements Affiliated Council Nominates Highly Qualified Candidates With At Least 15 Years Experience Councils Of 100 Or Less May Nominate Up To One (1) AEP Candidate In Each Of Four (4) Disciplines + At- large Each Year Councils Of More Than 100 May Nominate Up To Two (2) AEP Candidates In Each Of Four (4) Disciplines + At-large Each Year

36. The Association of Choice for Estate Planning Professionals Council Nominated AEP Candidates Council Nominated AEP ® Candidates Simplified Application Process No Examination Requirements No Other Professional References Required Outside Of The Council Board

37. The Association of Choice for Estate Planning Professionals How Does Our Council Begin? Call us: 866-266-2224

38. The Association of Choice for Estate Planning Professionals Come To Amelia Island, Florida for the 52 nd Annual Conference November 18-20, 2015

39. The Association of Choice for Estate Planning Professionals This section of the presentation list “blurbs” that your council may repurpose for its internal publications or use during slide show presentations. Q.How large is NAEPC? A. NAEPC currently boasts nearly 260 affiliated local councils with over 29,000 members of those affiliates nationwide. In addition, there are 1,800+ AEP® designees in the U.S.

40. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Is a member of our council a member of NAEPC? A. No, the council is a member of NAEPC and by virtue of the council maintaining its membership, the members have access to benefits, programs and services offered by NAEPC.

41. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What publications does NAEPC offer? A. NAEPC produces the NAEPC Journal of Estate & Tax Planning (online), NAEPC News (email for council members enrolled in the Every Council Campaign) and the NAEPC Monthly Minute (email for council leaders).

42. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Does NAEPC have an annual meeting? A.Of course! The Annual Conference takes place in November each year and offers one day of affiliated local council leadership development, as well as two full days of continuing education programming for estate planning-related disciplines.

43. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What types of benefits, programs and services can our council members take advantage of? A.The online list is sorted into software, educational offerings, subscriptions/publications, marketing services, discipline-specific offerings as well as other opportunities.

44. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is this “Every Council Campaign” I hear about? A.The Every Council Campaign is the program that allows NAEPC to email your membership the publication NAEPC News directly up to six times per year. Your members will learn about the programs they can take advantage of without any extra effort by the council!

45. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is the Accredited Estate Planner designation? A. The Accredited Estate Planner® (AEP®) designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the various disciplines that make up estate planning: attorneys, accountants, insurance and financial planners and trust officers. The only multi- disciplinary designation in estate planning, it is awarded to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

46. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is the Council Nominated AEP® program? A. As an affiliated local council, you hold the special honor of nominating eligible candidates for the AEP® designation! The council must submit a board of director’s resolution signed by the president and one additional council officer. Councils are permitted to nominate one (1) candidate in each discipline plus one (1) in any of the four (4) disciplines for councils with less than 100 members and two (2) candidates in each discipline plus two (2) additional in any of the four disciplines for councils with more than 100 members. The application fee for council-nominated AEP® designation candidates is 50% of the regular application fee and must be accompanied by yearly annual dues at the time of application.

47. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What types of benefits can our COUNCIL take advantage of? A.Referral lists, sample organizational documents, council checklists and guides, website programs at greatly reduced fees, Leimberg LISI service… just to name a few!

48. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Can you explain more about the Leimberg LISI service? A.Councils must enroll every member of their council at a per member/per year fee. Members can then access the Leimberg website at their leisure throughout the entire year!

49. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Can council members enroll in the Leimberg LISI service on an individual basis at the NAEPC price? A.No, if your council is not participating in the program a member must enroll directly with the LISI service. A council discount cannot be offered.

50. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.What is The NAEPC Education Foundation? A. The NAEPC Education Foundation was formed in 2005 with a primary mission of public and professional education. Its main activity is to assist the affiliated local councils host a local estate planning day in their community.

51. The Association of Choice for Estate Planning Professionals Blurbs, continued… Q.Who should council members call if they have questions? A.As always, NAEPC is available to assist! Phone the national office for questions about council or member programs.