Benefits to Advisors

There are many benefits to advisors using the American Dream PlannerTM which they receive at no additional cost including:

  • Listing as an advisor on the web site which includes contact information including name, address, email link, website link, photo and bio.
  • Access to the Advisor Materials site. This site contains additional forms, tips, techniques, PowerPoint presentation materials, seminar materials and more.
  • The ability to submit articles relating to tax, estate, financial, insurance and charitable planning and those providing general information appropriate to the effective use of the software, the web site or in an academic setting.

Advisor Materials
Advisors by State