Question

Topic: Taglines/Names

Name An Annual Estate Plan Maintenance Program

Posted by diedre on 9/20/2012 at 8:40 PM ET 250 Points
Our boutique estate planning firm needs to name a membership-based annual maintenance program. For a fixed annual fee ($900) estate planning clients receive an annual legal and personal update to their plan, no-fee access to their attorney and quarterly educational events.
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RESPONSES

  • Posted by SteveByrneMarketing on 9/21/2012 at 2:28 AM Accepted
    Estate Planning Check Ups
  • Posted on 9/21/2012 at 6:03 PM Accepted
    And what's the benefit to the client for this service? WHY might they want this? What itch are you proposing to scratch?
  • Posted by Ghost Writer on 9/23/2012 at 12:28 PM Accepted
    The Inheritance Protection Plan

    Legacy Gold Program

    Heritage Assurance Program


    You can switch the Inheritance, Legacy and Heritage around within this names to come up with more combinations ...
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