Questions:

• Who should use The Academy?
  
• Have your sample tools and aids been reviewed for compliance to regulatory organizations?
  
• Why do I need The Academy?
  
• What is The Encyclopedia?
  
• Where did the information come from in The Encyclopedia?
  
• Who accredits the courses of The Academy?
  

---

Answers:
Who should use The Academy?

---

The Academy is designed for the following clients: Insurance Professionals, CPAs, Estate Planning Attorneys, Financial Advisors, or Charitable Planning Professionals.

Have your sample tools and aids been reviewed for compliance to regulatory organizations?

---

The attached tools and aids have been designed as "educational" versus product specific or sales related. As such, we have not sought regulatory approval, but encourage any individual or institution to feel free to do so.

Why do I need The Academy?

---

Transformation in the financial services industry, tax reform and smarter, more savvy clients are just a few reasons. The Academy will help you survive and thrive in these changing times by providing cutting-edge information, credentials and collaboration with a network of planning professionals.

What is The Encyclopedia?

---

The Encyclopedia has over 5,000 frequently asked client questions and answers. The answers are written in layperson's terms and are an excellent research tool for clients and advisors alike.

Where did the information come from in The Encyclopedia?

---

The Encyclopedia questions and answers come from many of the books written by Bob Esperti and Renno Peterson and other industry experts.

Who accredits the courses of The Academy?

---

All Academy course work is accredited by The Estate and Wealth Strategy Institute at Michigan State University.