Client Prospecting & Educational Tools
CRP’s Client Prospecting and Educational Materials Available for Covenant Advisor Referral Exchange (C.A.R.E.) Members
"Growth Without Risk: The Safe and Secure Way to Earn Stock Market Linked Returns Without Market Risk to Your Principal" -
A special 40-page consumer report outlining the many benefits and advantages of Fixed Indexed Annuities.
Legal Issues and End of Life Decisions
Important documents no family should ever be without!
Medicaid Planning
Protect your assets from Medicaid Spend-Down if you need nursing home care and don’t have long-term care insurance.
IRA/401(k) Mistakes and Pitfalls
8 signs your IRA/401(k) is broken and how to fix it now!
The Essential Guide to Reverse Mortgages
How to make the right decision on “if” and “when” you should take out a reverse mortgage.
Long-Term Care Insurance
Is it right for you? What are the benefits and options? What are the drawbacks? Find out in this special report!
Professional Money Management Strategies
21st Century Investing: How to use a professional money manager to reduce taxes and fees while investing in the stock market.
Estate Planning Made Easy
How to make sure your money ends up in the right hands while eliminating probate and estate taxes.
30-Minute Power Point Presentation
Use with any group, club, church or organization. Based on the contents of the book, “Fiscal Fitness.”
60-Minute Public Seminar on Power Point
Use this Fun and Enlightening Presentation at any Public Workshop or Seminar. Based on the 8 steps of the book, “Fiscal Fitness.”
To order any of these tools, become a C.A.R.E. Member with CRP today!