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  3. » Crummey Service Software

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3LNFqWKZ

Crummey Service Software

  • Price$0.00
  • Location

    Boca Raton, Palm Beach

    Florida, USA

    33487

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Crummey Service Software
Crummey Service Software Crummey Service Software Crummey Service Software Crummey Service Software Crummey Service Software Crummey Service Software Crummey Service Software Crummey Service Software

A life insurance trust administration system built for law firms is now also available to non-professionals. A simple to use data collection tool guides users during set up and then automates all tasks from gifting notices, crummey notices, policy review reminders, premium reminders and year end gift tax reporting. It's a great solution for any professional firm that wants to keep administrative resources on higher value matters or simply desires their clients to have the best tools at their disposal. Advisors can customize logos, colors and notice content to keep your brand top of mind with your clients. Call us today to learn about advisor discounts or visit our website.

  • Seller Information

    • Company name:
    • Crummey Service Software
    • Name:
    • Stephen
    Contact seller
  • Posted on: 2013-05-14 15:25:35
  • Classified ad views: 12
  • Item ID: 8829091
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Map location: 33487, Boca Raton, Palm Beach, Florida, USA

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