JMP Charitable Management Services Services and Literature for the Financial Planner and Insurance Professional Resources for the financial planner / insurance professional. The Reference Edition contains 41 present value examples and discussion that are designed to bring the complex tax rules into a comprehensible financial perspective. Planning major gifts. We help the financial planner and insurance professional establish a reputation for sophisticated charitable planning and compete with firms that provide these specialized services. We are research and planning specialists providing practical tools and reduced-rate retainer programs that combine literature and client-specific services. Marketing for the financial planner / insurance professional. Our booklet on CRTs can not only be a marketing tool with potential and existing clients but a time-saver as well. By sponsoring our literature with a local charity or in your community, the financial planner and insurance professional can promote his or her expertise to wealthy clients while establishing a reputation for furthering the charitable community. Also consider our helpful literature for marketing to CPA's and attorneys. We are told of one financial planner that built a national practice that started with distributing charitable planning literature to the attorneys in his community. Trust administration. We provide accounting, tax returns and trust reporting, allowing the financial planner the comfort of knowing the details are in the care of specialists. We encourage financial professionals to emphasize the importance of a specialist in CRT administration in order to provide a comprehensive, start-to-finish scope of services that will promote long-term relationships with clients and their estates.

J. Michael Pusey 606 N. Larchmont Bl., Suite 210 Los Angeles, CA 90004 Phone: (310) 479-8140 Fax : (323) 469-4965 Email: info@JMPCMS.com Web Site: www.jmpcms.com