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Creative Edge Concepts, LLC (CEC) was developed by Kyle DeVries and Bob Kelly. The purpose of CEC is to provide Internet-based financial portals and subscription services to estate planners, financial planners, CPA’s and other advisors, allowing them to manage their clients' needs and better educate their clients regarding the techniques they wish them to implement.

Both Kyle and Bob bring over 40 years of combined experience working with business owners, other high net-worth individuals and their advisors, helping them to achieve financial success through a variety of advanced estate and financial planning techniques. During the course of their work, Kyle and Bob have made many presentations as guest speakers for nationally recognized associations as well as seminars for other organizations throughout the country. These seminars have illustrated the benefits of a variety of sophisticated planning techniques utilizing the tools of animated slide show presentations. The seminars took away the “veil” of complexity and confusion so often associated with advanced planning techniques and provided a very clear and concise understanding of the techniques and how they work in layperson's terms.

These presentations, mostly centered around estate planning, were intended for the lay person. However, attorneys, accountants and trust officers in the audience continually praised the presentations as easy to understand and they desired to have them for themselves for use with their clients. By having the ability to present these complex ideas in an animated, slide show format, they increase the probability of the client implementing the techniques, therefore increasing revenues. Kyle and Bob saw this need could be satisfied through the Internet; hence, the birth of the CEC website and its premier service, the Estate Planning Power Pak.

The key to the Estate Planning Power Pak is the integration of sophisticated calculations with an exciting, animated slide show illustrating the technique in an easy to understand manner. The presentations are customizable, with the client's name and other specific information incorporated into the slide show. The slide show is created from the calculation literally in seconds and can be printed in color or black and white in addition to being shown live over the Internet.

 
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