Welcome to the WealthCounsel MarketPlace – an online source of products and services for estate planning practitioners..
Begin browsing the WealthCounsel Marketplace by choosing a category below:
We encourage you to browse our collection of education programs on CD, software packages, practice management publications, professional development handbooks, portfolio binders and tabs, apparel, and our listing of
professional services vendors with whom we have an affinity relationship. Orders for merchandise items typically require five to seven days for delivery, and express services are available.
Although our MarketPlace is open to the public (simply requires the creation of an online account), only those who are members of WealthCounsel will receive special discount pricing on these products and services – just another way of providing added value to our subscribing members.
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Over the years, WealthCounsel has developed a variety of affinity relationships with professional services vendors, booksellers (including the ABA), apparel manufacturers, and other entities that enable us to offer a selection of popular items in a convenient online shopping forum. In the future, we look forward to expanding these affinity partner relationships in an effort to provide our members with an expanded selection of relevant choices to support them in their practice.
(Click image to download catalog) |
For more information about placing an order for products and services listed in the MarketPlace please contact us at 888-659-4069, ext. 831 or email marketplace@wealthcounsel.com. For questions about a recent binder and tab order contact In-A-Bind at 800-726-3687 or e-mail: inabind@verizon.net.
If you represent a company that is interested in discussing an affinity relationship with WealthCounsel, contact Maggie Smothers at 888-659-4069, ext. 831, or by email at marketplace@wealthcounsel.com.