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Financial Professional Affiliations


5Q is a two-pronged program that:

 1. Shows you how to get in front of people with money and an advisor

 2. Shows you how to use the 21-Point Checklist to get those people to leave their current advisor and move all their accounts to you

Conventional marketing only gets you in front of do-it-yourself investors and people with no money (but you already knew that).

Why?  Because that kind of marketing tries to lure people with “learning.” But an AARP and US NEWS survey ranked “education” (or “learning”) as dead last on a list of things retirees spend their time doing. Is it any wonder that it only works to get people looking for a free meal and the handful of do-it-yourselfers whose hobby is learning?

In contrast, all of our marketing leverages the one thing that retirees do spend their time on.  And as a result we get people with money. 

But most of them will have an advisor. That’s where the 21-Point Checklist comes in. It’s the secret sauce that gets everyone to move their accounts away from their current advisor and over to you. It turns out that there is one thing that gets everyone to leave their current advisor regardless of how good they have it or how few problems they think they have. And the 21-Point Checklist helps them identify up to 21 examples of that one thing in their current situation.

When you combine getting in front of the right people with a tool to get those people to move everything to you, you’ve got a surefire recipe for success.


Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Our advisors are passionately dedicated to serving clients first and use a suite of proprietary financial planning tools and processes that have been refined over more than 20 years. All ACP members are trained in the acclaimed ACP System™: a retainer-based financial planning system for high client retention, consistent cash flow, and profitability. We believe in comprehensive planning services with no product sales; but we are more than just a training system, we are a community.

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Covenant Reliance Producers, LLC was designed to showcase CRP's superior systems and support to help YOU continually grow your business. On this site you'll find educational videos and literature, publicity/promotional ideas, and a calendar of CRProducers educational seminars and events to help you maximize your business potential.

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First Financial Education Centers, LLC Since 1987, First Financial Education Centers, LLC has been assisting people plan for and enjoy their retirement years with relative peace of mind, free from the worry of outliving their retirement funds. First Financial Education Centers, LLC is a proud member of the Better Business Bureau of Northeast Florida.

The firm offers planning for retirement and well-being by assessing key aspects of each client's life in every area having an impact on the client achieving a safe, sound, and secure retirement. Some of the areas reviewed with the client are: Durable Power of Attorney, Living Will, Health Care Surrogate/Power of Attorney, Revocable Living Trust, Life Insurance Planning, Retirement Savings Planning, Income Needs Planning, Planning to ensure retirement funding lasts throughout the client's retirement, Estate Planning, Long Term Care Planning, and other areas.

First Financial Education Centers, LLC also trains financial and insurance professionals located throughout the United States, in professionally and ethically fulfilling their fiduciary responsibilities to their clients in every area of financial and estate planning.

First Financial Education Centers, LLC refers investment clients to First Financial Advisors, LLC for investment advice. Fee based advisory services are offered through First Financial Advisors, LLC, a Registered Investment Advisor.

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Attorneys and Financial Advisors:

Society of Certified Senior Advisors

SCSA educates professionals to work more effectively with their senior clients. We believe that the right kind of planning, recommendations and referrals can make aging a state to be savored instead of a fate to be feared. For those who work with seniors, that means understanding the key health, social and financial factors that are important to seniors—and how these factors work together.

Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters.

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National Association of Estate Planners & Councils

The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning.

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National Institute of Certified Estate Planners

The mission is to educate, promote, and support financial, legal, and tax professionals who understand the needs of estate planning, enabling them to work either alone or with other like minded professionals, with the goal of bringing to every client a custom tailored estate plan designed not only to preserve, protect, and pass on their wealth in the most efficient manner available under the law, but permits each client to control their estate during their lifetime even should they become incapacitated.

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Estate Planning Attorney Affiliations

The American Academy of Estate Planning Attorneys is an exclusive, national membership organization serving the needs of attorneys and law firms who focus on one or more of the following areas: estate planning, elder law, post mortem services and financial services. The Academy fosters excellence in planning and complete wealth care services among its members by providing top-of-the-line resources.

The Academy offers a total solution to the needs of the estate planning attorney's law practice. With integrated marketing systems and one-on-one practice management support, members transform their practices into thriving, efficient, successful businesses. In addition, the Academy's unmatched legal education and document production software and systems make it possible for members to help clients effectively plan their estates. As a result, individuals maintain control over their assets and ensure that their families are cared for after they're gone.

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The National Network is a cooperative alliance of nationally recognized estate planning attorneys from across the country. Together they provide one another with the support and tools needed to serve their clients better while building highly successful and rewarding practices.

The fundamental elements of this system focus on offering you:

  1. Educational opportunities
  2. Support from scholars and practitioners
  3. Practice development strategies
  4. Practice management techniques 

The National Network is your passageway to an outstanding selection of resources designed to improve every aspect of your practice. Gain a competitive edge in the estate planning profession!

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Lawyers with Purpose is a membership organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs planning, and/or VA Benefits. The LWP Client Centered Software (LWP-CCS) includes wills, healthcare proxies, powers of attorney, our industry exclusive personal needs plan, IPug™ trust, completed gift trust, Medicaid qualification software and VA Benefits qualification software.

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The National Academy of Elder Law Attorneys, Inc. is a non-profit association that assists lawyers, bar organizations and others who work with older clients and their families. Established in 1987, the Academy provides a resource of information, education, networking and assistance to those who deal with the many specialized issues involved with legal services to the elderly and people with special needs.

The mission of the National Academy of Elder Law Attorneys is to establish NAELA members as the premier providers of legal advocacy, guidance and services to enhance the lives of people with special needs and people as they age.

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LIfe Care Planning Law Firm Association

The Life Care Planning Law Firms Association is a national network of holistic law practices that offer legal services, care coordination and advocacy support to help elderly clients and their families respond to the challenges of aging, long-term illness and disability.

Life Care Planning is a holistic, elder-centered approach to the practice of law that helps families respond to every challenge caused by chronic illness or disability of an elderly loved one. The goal of Life Care Planning is to promote and maintain the good health, safety, well-being, and quality of life of elders and their families. Elders and their families get access to a wider variety of options for care as well as knowledgeable guidance from a team of compassionate advisors who help them make the right choices about every aspect of their loved one's well-being.

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Advanced Planning Solutions, LLC

Advanced Planning Solutions, LLC provides cutting-edge practice tools to the estate planning community. We equip estate planning professionals with the leading systems to manage trust funding and trust settlement services. Our professional software tools automate and standardize these critical stages of the estate process, making cumbersome administration efficient, accurate, and profitable. By using our software systems to manage these tasks effectively, practitioners can ensure that their clients' estate plans work and that their objectives are successfully achieved. Our systems also integrate with Connect2A, WealthDocs, and contain DocuBank® enrollment forms.

For more information, visit, or call 1-800-300-0431.


Interactive Legal Systems


Our mission is to provide the highest-quality mission critical products and services to the professional estate planning market. InterActive Legal Systems serves its customers as a trusted ally, providing them with the loyalty of a business partner and the economics of an outside vendor.

Wealth Transfer Planning Estate Planning Software Wealth Transfer Planning V3.0 now runs on the popular HotDocs assembly engine. This complete estate planning drafting system (with expert system capabilities) offers a full complement of forms -- wills, revocable trusts, irrevocable trusts, strategic planning memos, powers of attorney, and more. While Federal in scope, state specific content is provided for all states (except Louisiana). The integrated "content help" is in a class by itself. From solo practitioners to large firms, WTP meets the demands of the most experienced estate planners. Available with a no-risk 30-day money back guarantee.

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No matter how much expertise and professional knowledge you have in the estate planning field, your financial success ultimately depends on how efficiently, quickly and accurately you can produce your documents. WealthDocs is flexible and sophisticated enough to serve the needs of today's estate planning practitioner. As an open architecture system, it is a new - and completely unprecedented approach to document assembly - using commercially available software applications: Hot Docs© for the document assembly engine, and Microsoft Word© for word processing. Planners no longer need to be held hostage to proprietary systems that are leased (not purchased liked WealthDocs) and that must be returned when expensive lease payments are stopped. Upgrade to an up-to-date, customizable document assembly system that can integrate with all Hot Docs© database, billing and other automated documents used in today's law practice.

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Elder Law Answers

ElderLawAnswers is a national network of more than 750 law firms in 49 states who serve older clients and their families. Much of their work involves guiding them through the often-intimidating system of financing long-term care.

In addition to an easy-to-use attorney locator, which enables consumers to find local, qualified elder law attorneys; ElderLawAnswers provides a wealth of consumer-oriented information on elder law and estate planning issues, elder law calculators, an elder law glossary, and newsletters that are designed to assist consumers.

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Living Trust Network

The Living Trust Network is a worldwide network of consumers and professionals who are interested in the promotion and advancement of living trusts and other estate planning techniques. Individuals and families have access to a wide array of information and resources on all aspects of living trusts and estate planning, in addition to the services of estate planning attorneys through the Legal Services Program.

The Living Trust Network also provides a number of blogs that are designed to provide up-to-date information of interest to our members and quests, plus a discussion forum to facilitate an active exchange of information by consumers and professionals alike.

For more information visit or call (860) 693-1376

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