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Testimonials

From feedback forms given to agents and planners at Fortune 500 Global Financial Services Company:
“These books are EXCELLENT. In fact, they may be the best I’ve ever seen. It’s very helpful to see the concepts presented in such logical order. The [technique diagrams] are GREAT.”
“The Kugler Books offer an extremely clear presentation of complex planning issues. I’ve never seen anything that’s as effective and easy to use as the diagrams included with each technique.”
“The Kugler System Technique Books are excellent. Easy to follow and very, very useful in the field.”

What Do Customers & Seminar Attendees Have to Say About The Kugler System? Here are just a few of the comments we've received.

The following is a sample of unsolicited comments from a presentation to 25 attendees at a company sponsored three day seminar:
"Frank's presentation was great -- maybe the best I've ever heard!"
"We would pay at higher fee for Frank because of the overall expertise."
"Frank Rainaldi is incredibly effective at conveying complex concepts in understandable terms."
"If he would have been the only presenter, the class would have been well worth the money."
"One-of-a-kind. The logistics and materials were well handled and very organized."
"Frank did a super job. I received very practical technical information."
"Frank presentation was truly outstanding. We would be interested in having more of it in future."
"The books and other printed materials from Frank Rainaldi will be a wonderful resource."
"It would be great to have Frank Rainaldi work with the veterans or those that choose an additional session or half-day."
"Frank Rainaldi was fantastic. I received very practical technical information."

On The Kugler System's Generation Skipping Transfer Tax Concept:
"As many times as I obtain information regarding this most complex topic, it always seems to be fuzzy. However, your presentation was clear and to the point."

On The Kugler System's Windows Software:
"I used The Kugler System this past week for different situations and was able to generate the same quality and actually produce more material with input time of no more than 5 minutes. I am simply astounded by the ease of use and the production of not only text but wonderful graphics that help illustrate visually the concepts explained in the text format."

On The Kugler System:
"Through the device of the Kugler family and the attendant case studies, you've created a product that breaks down very complex planning strategies into 'bite-sized' blue prints that can be followed by anyone who has a reasonable amount of experience. [The Kugler System] gets my more hearty recommendation."

"The [Kugler System] is, without a doubt, the best estate and business planning system I have seen."

A general comment on Kugler, from an Industry Insider:
"Truly a great contribution to our industry."

On Kugler, and on Frank Rainaldi's exceptional ability to present Kugler to audiences large and small:
"I found the material to be clear, concise and informative. This will be a valuable resource for our practice...There is no question that you will help all of us enter the large case marketplace with more confidence."

Orderline: 1-800-3-KUGLER (1-800-358-4537)