The “Blend Book”

The “Blend Book” is born and used to help a broker and friend close a large estate planning case.  owR set itself apart in the marketplace through in-depth policy analysis, proprietary concepts and owR unique approach to case design and product selection.  Focusing on the importance of diversification and internal rates of return (before they were commonplace on every illustration), the blend book was the hallmark of owR market-focused, proprietary, customizable sales concepts.  These presentations helped owR earn its reputation as an innovator and expert in wealth transfer concepts and charitable giving.