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The Kugler System is an incredibly powerful, flexible estate, business
and retirement planning package made up of individual components designed
to meet your unique needs. We'll work with you to create a stellar program -- custom-designed with
Web-based training, online learning, train-the-trainer manuals and much more!
What makes for our winning combination?
It's our quality content, first and foremost, which wins rave reviews
by current customers and industry professionals. But it's also who
we are and how we came to develop The Kugler System.
We're long-time insurance and tax professional who publish only proven
material that works. We know it works because we've used the
system successfully for years -- we've watched thousands of our customers
gain the same success.
The Kugler System is the only product on the market today that does
all of these great things:
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Empowers by educating: The Kugler System helps you
strengthen your technical knowledge, thus giving you more confidence
in your presentations. Many of our customers tell us they never
understood complex estate, business and retirement planning
concepts such as rolling GRATS, "wait and see," buy/sell, and estate planning for
retirement assets. That is, until
they used The Kugler System, which made this and other unique,
often-confusing concepts clear, straightforward and easy to
explain to prospects. |
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Makes perfect presentations: The Kugler System gives
you the tools you need to go into that first meeting with any
prospect and make a flawless presentation that's filled with
valuable ideas and concepts. See why by reading our sample cases.
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Offers complete customization & number crunching: Once
you've developed a strategy for a prospect, create a clear,
personal presentation every time with The Kugler System's powerful
software. We sell two powerful programs based on our Technique
Book concepts. |
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The Technique Book is at the heart of The Kugler System.
Everything we do centers around this amazing presentation book,
which comes in FIVE popular editions: Estate, Business and Retirement
Planning -- or our two newest editions -- Life Insurance Products and Family Financial Needs. Each concept is consistently presented, with a bullet-point narrative
on the left and a graphic that clearly illustrates even the
most technical of subjects on the right. View our Sample Cases online and see our Table
of Contents.
The Technique Book comes is a sleek, spiral notebook that's
perfect for client presentations OR in PDF format for your intranet. Corporate discounts are available.
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If you want comprehensive, customized plans that'll help you
seal the deal, rely on our high-powered, number-crunching software.
Both programs customize concepts from the Technique Book --
with your client's name and personal data. Each case is structured
so that it can be run for single or married individuals. The
program also calculates the appropriate Unified Credit amount
based upon the assume year of death and offers dozens of other
flexible features you won't find anywhere else. |
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Another unique Kugler product is our Seminar Package,
which provides everything you need to present estate, business
and retirement planning concepts to a group. Our Marketing Manual
walks you through the entire process -- from booking a room,
creating a direct-mail and advertising campaign to support your
efforts, handouts, follow-up letters and more. Again, using
the same concepts, we'll equip you with slides or a PowerPoint
presentation -- giving you a professional way to make your pitch
using Kugler's proven, powerful content. This package is available
in both versions -- Estate & Business Planning AND Retirement.
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Educate yourself or your entire team with a unique series of
online CE courses developed
using our exclusive case-study format, interactive diagrams,
insightful audio transcript commentary and more!
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Need More? We've also got institutional programs and more.
See our Product Fact Sheet
for a complete rundown of pricing and products.
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