Ape Press Launches Ideal Resource to Help Professional Advisors Gain Traction with Clients

Gaining traction in the competitive world of professional advisors can be difficult, exhausting, and expensive. However, Ape Press’ new resource, “Organizing Your Family Legacy,” provides a way for professional advisors to add value and develop stronger multi-generational relationships with current and potential clients.

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Boca Raton, Florida (PRWEB) August 12, 2014

Considered the most complete resource for legacy and inheritance planning, Boca Raton-based Ape Press launches “Organizing Your Family Legacy: A Practical Action Plan for Those You Leave Behind.” The user-friendly action plan and guide is designed to help individuals plan for the unexpected and is the ideal resource for professional advisors to use with their clients.

“With this resource, we help professional advisors foster stronger client relationships by providing tools that educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind,” states co-founder Edward C. Meyers. “Organizing Your Family Legacy” provides the ideal opportunity for professional advisors to introduce important family topics to their current clients and multiple generations of their families.

Professional advisors including financial planners, estate planning attorneys, and insurance agents have already shown significant interest in this new resource that provides clear, actionable guidance for their clients. Eric Rand, Owner of Brightway Insurance Agency, added that the resource “is incredibly thorough and well-researched. It’s the perfect organizational tool and action plan to help clients prepare for the future.”

After facing a pair of pivotal life events, co-founder and CEO Edward C. Meyers, together with co-founder and President, Sharon K. Nick, researched and wrote the 264-page hardcover book to guide individuals through the process of legacy planning, educating them on which decisions they need to make and when they need to make them. With clearly written instructions and a step-by-step action plan, this guide helps easily organize documents and relevant data – insurance information, financial and banking data, wills, trusts, account information, digital account credentials, as well as end-of-life wishes – all in one place.

“Organizing Your Family Legacy” may be customized with private label logo and branding and is now available for purchase through the Ape Press, LLC website. Visit http://www.apepress.com and click on "Professionals."

About Ape Press, LLC

Ape Press, LLC, is a Boca Raton-based firm specializing in legacy planning and organization. The company creates comprehensive, step-by-step legacy planning resources to help individuals prepare for the future. The company’s flagship product, “Organizing Your Family Legacy: A Practical Action Plan for Those You Leave Behind” is a user-friendly program featuring a simple, step-by-step roadmap to help individuals prepare and organize for the unexpected. These legacy planning resources are ideal for professional advisors seeking to build stronger, multigenerational client relationships and educate clients on how to navigate life’s unexpected obstacles, decide their legacy, and gain peace of mind. For more information, visit http://www.apepress.com or http://www.facebook.com/apepress.

Media Contact:
Lori Burke lburke(at)apepress(dot)com


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New resource for professional advisors Organizing Your Family Legacy resource for Professional Advisors

Organizing Your Family Legacy resource for Professional Advisors


The ideal resource to help professional advisors grow their client base ¨Organizing Your Family Legacy¨ Book Cover

¨Organizing Your Family Legacy¨ by Edward C. Meyers and Sharon K. Nick