Through my association with The Northwestern Mutual Financial Network, I am pleased to offer you access to this valuable, free service. Information regarding the content of the Advanced Planning Library Web site and those who qualify for access to the Library is outlined below. Please review this information. If you qualify for access and would like to obtain a user ID and password, complete the Registration Form.

A Powerful Research Tool

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving consultants within charitable organizations, and retirement plan consultants.*

The site is frequently updated with information you may find useful to your practice. The Advanced Planning Library materials are produced by Northwestern Mutual's Advanced Planning attorneys and outside professionals.

Site Content

The site includes these and other related resources:

Advanced Planning Bulletins—Monthly updates and analyses designed to keep you current on legal developments and provide planning ideas to help you meet your clients' needs.

Guide—A "white paper" on a fundamental advanced planning subject (e.g., deferred compensation, buy-sell, charitable giving) that starts at the basics and builds to a complexity and sophistication to satisfy ardent advanced planners. Excellent for the emerging and active advanced planner.

Special Study—Often authored by well-known third parties, it hones in on a specific sub-topic or a specialty area, like majority shareholder split dollar, ERISA compliance, planning for the disabled, and family limited partnerships. Outstanding for advisors and advanced financial representatives.

Tri-fold—A laminated fold-over piece summarizing the principles, tax consequences, and uses of common insurance planning arrangements (e.g., the irrevocable trust, the bonus plan, insurance ownership and beneficiary arrangements). Written in plain English, with diagrammatical aids, an excellent summary for newer planners and for client presentations.

Outlines—Very similar to a Guide or a Special Study in topic and scope, written in structured outline form. These Outlines accompany our nationwide Advanced Planning Seminar, the content of which changes every two years. Current topics include Seeing and Resolving Practical Trust Issues, Stock Options, and What to do with Policies when Planning Needs Change. Excellent for the advisor as a legal citation reference and for financial representative prep work.

Letter—Written upon major tax law changes, it contains a detailed discussion of the provisions of the new law, as well as observations and planning ideas to help financial representatives determine how the tax law changes may affect their clients.

Sample Documents—Business agreements, including buy-sell agreements, deferred compensation plans, bonus plans and split dollar agreements. Estate planning documents, including irrevocable and charitable trusts.

Obtaining Access to the Site

If the Advanced Planning Library Web Site interests you, please complete the Informational Form. I will be happy to provide access to you.