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The Beneficiary Book - Press Kit - Active Insights

Press Kit

Contact Information

Media Contact: Bob Grant

Voice: 1-800-762-5454

Fax: 760-489-8111

Snail Mail:

Active Insights
Post Office Box 500028
San Diego, CA 92150


Martin "Marty" Kuritz is a retired estate and financial planner who, for more than thirty-years, has helped clients to communicate their economic wishes effectively to their heirs. He is also the author of the bestseller, The Beneficiary Book: A Family Information Organizer and co-author of My Busine$$ Book and Take Good Care of My Baby. Marty and his wife Sandi reside in San Diego, California. They have five grown children and six grandchildren.

James "Jim" Martellaro, co-author of Take Good Care of My Baby and The Beneficiary Book Interactive e-Book. After taking early retirement as the project manager of new technologies at NYNEX, Jim, has been the managing director of the Active Insights computer program development and technical support team. He and his wife Fran, two children and three grandchildren reside in Fort Lauderdale, Florida.

A few quotes worthy of your attention...

"One of the best ways to get organized is with The Beneficiary Book."
- Mary Rowland, The New York Times

"One of the best how-to books we've seen in years."
- The Stars and Stripes

"An extremely useful, fill-in-the-blanks volume where you can record everything from your family medical history to instructions on how to drain the boiler."
- Jean Chatzky, Money Magazine

"This extremely thorough book can help you create a roadmap for your agent or survivors that can be very handy when tragedy strikes. It covers not only financial records, but also things you might not have considered, like copyrights and patents that you hold, and where you keep your divorce papers and military discharge papers."
- Deborah L. Jacobs, Forbes Magazine

"I rate it best among the half dozen beneficiary guides I've seen. And I like it best because the book is more than a string of names, telephone numbers, and cold endless facts."
- Humberto Cruz, syndicated columnist

"The advice you'll find in this book is what you write yourself. And that's the beauty of it... It's designed to tell everyone where everything is - and advise them what to do once they find it."
- Susan Tompor, Detroit Free Press

"Even more useful, from the point of view of heirs, may be The Beneficiary Book."
- Janet Novack, Forbes Magazine

"The Beneficiary Book is a simple, but ingenious product."
- The San Diego Union-Tribune

"The answer to a grieving family's prayers."
- Trailer Life Magazine

"It puts answers to questions in one place so you don't have to go on a scavenger hunt to find everything."
- The Seattle Post-Intelligencer

"Making things easier for your heirs. . .The Beneficiary Book can help you pull together information your survivors will need to settle your affairs."
- Kiplinger's Retirement Report

"Your family or your most trusted survivors will appreciate your thoughtfulness if they find The Beneficiary Book among your most visible effects when you die."
- Jack Smith, Florida Today

"This wonderful tool intended to serve as a centralized repository of family financial records and more."
- Your Money Magazine

"It should be in everyone's library or home safe."
- Life Association News

"The easy-to-use book is chock-full of questions and fill-in-the blank sections that cover such topics as burial wishes, special bequests, finances and even home maintenance."
- Woman's Day
"No home should be without it."
- The Valdosta Daily Times
"Dedicated to the ones you love."
- The Desert Sun