In today’s economic world, many people have an estate liquidity need far greater than they imagine, and CPS’s Advance Planning attorney Arvid Mortensen is available to work with you to help meet your client’s Advanced Planning needs.
The first step in Estate Planning is to help the potential client identify their specific needs. Many times the need, and then the subsequent solution, can be developed using a “yellow pad” approach. This gives the potential client the clear impression that everything that is being done is done for him or her on a custom, personal basis, rather than imposing a “fit into the mold” approach.
Depending on your particular needs, CPS can provide you with expert assistance all the way from design concept interaction, to joint sales calls and discussion with the prospective client’s attorney or accountant. If you and your clients are close to the Irvine, CA area, CPS’s conference facilities also offer a convenient, no-pressure meeting location for you and your clients.
Contact Arvid Mortensen directly to utilize the expertise born of years of experience. We are here to help provide both you and your clients a number of solutions that can fit their Advanced Planning and Estate Planning needs.
Arvid Mortensen, MBA, JD, CLU, AEP - Senior Consultant, Advanced Markets
Phone - (800) 326-5433 ext 110
Direct Fax - (949) 225-7110
|564 S. Washington St.
Naperville, IL 60540