Trusteed IRAs: An Elegant Estate-planning OptionTrusteed IRAs: An Elegant Estate-planning Option

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Edwin P. Morrow, CLU, ChFC, RFC®, began his business career as a financial analyst for Dun & Bradstreet. Ed Morrow was a manager for a major life insurance company, concentrating on business and estate planning. In 1969 he founded Financial Planning Consultants, specializing in comprehensive, fee-based planning for corporate executives and business owners. The firm is now engaged in training, consulting and software development for the financial services profession.

He has served as an adjunct instructor in financial planning at Purdue University, and Practitioner in Residence for three years at Wright State University. Currently he is assisting Ashland University expand its MBA program to China, and serves on the Financial Planning Advisory Board at Kansas State University. For eight years he hosted a weekly radio show “Money Talks” on WPFB.

In 1975, Mr. Morrow headed the 6,000 member Ohio Association of Insurance and Financial Advisors. He served as a director of the Institute of CFP, Mentor at the first ICFP Residency and established the Financial Advisors Section of NAIFA. He currently serves as CEO of the International Association of Registered Financial Consultants. He speaks frequently in the US and Asia to professional conferences on financial planning and marketing, including all day practice management workshops.

He appears regularly on the national programs of broker dealers and professional associations such as FPA, NAIFA, IARFC, SFSP, AICPA, CLU Institutes and five times at the MDRT. Ed’s presentation topics include: "Strategic Marketing Solutions," “Adding Fee-Based Income”, "Personal Coaching," "Web-Based Marketing" and “Client Relationship Management.”

He has designed eight software programs used by over 4,000 financial planners, accountants, life agents, attorneys and educators. Practice Builder Financial includes a Master Implementation Checklist of 750 planning techniques, due diligence features and over 5,000 pages of financial information for use by a financial advisor.

Currently he is a practice management columnist for: IARFC Register,The ProducersWeb and Probe magazine. His 500 articles, three books, 40 manuals and hundreds of presentations have led to international recognition as "the advisor to financial advisors.”