Q: What’s the difference between your On-Demand Library and your Teleconferences?
Q: How do I purchase an On-Demand Program?
Q: What’s the difference between Standard and Premium Programs?
Q: Do you guys provide Continuing Education credit for your On-Demand Programs?
Q: I want to purchase a Standard On-Demand Program.  When and how will I receive the materials?
Q: I want to purchase a Premium On-Demand Program.  When and how will I receive the materials?
Q: I am not completely happy with an On-Demand Program I purchased. What is your refund policy?
Q: Whoops. I purchased the wrong On-Demand Program. What do I do?
Q: I’m having trouble downloading the handout materials or the audio recording. HELP!


Q: What’s the difference between your On-Demand Library and your Teleconferences?

Actually, nothing.  Our On-Demand Library simply is made up of programs that were previously held as live teleconferences.  This gives you the flexibility to access the handout materials and audio recordings of each of the programs after they have passed.

 

Q: How do I purchase an On-Demand Program?
The easiest way to purchase one of our On-Demand Programs is to order online.  You can do this either in the On-Demand Library or on the individual page for a program.  You will want to select Standard Program or Premium Program.  Once you add the item to your cart, you will be taken to your shopping cart where you can enter in your payment information or continue shopping.

You can also place your order by phone Monday through Friday from 8:30am to 5pm Pacific Time by calling us at 1-866-754-6477.

 

Q: What’s the difference between Standard and Premium Programs?
Similar to our Teleconferences, a Standard Program includes: immediately downloadable PDF program handout materials and MP3 audio recording.  The Premium Program includes printed handout materials, a Data CD containing the PDF handout materials, and an audio CD(s) that are sent via USPS 2-day Priority Mailwithin 3-5 business days.

 

Q: Do you guys provide Continuing Education credit for your On-Demand Programs?
We currently are NOT a certified Continuing Education Sponsor and our teleconferences are not registered sponsors with any regulatory agencies (including NASBA, The CFP® Board, or any individual Department of Insurance or State Bar Associations).

Part of the reason for this is because we service a numberof estate planning professionals throughout the country and we are currently a smaller operation of less than 5 employees.  The time and work involved to offer CE credit would not allow us to be able to offer these programs at a reasonable cost for each person in your office to attend.  This is one of the reasons why we offer extremely timely programs, before many other competitors.  It’s also the reason why we allow everyone in your office to participate and do not require a registration for each individual in your office.

Included in the handouts of most of our programs is a Certificate of Completion for those professionals that can self-report their continuing education participation to their regulatory agencies.

 

Q: I want to purchase a Standard On-Demand Program.  When and how will I receive the materials?
The handout materials will be available for download immediately after your order has been processed.  The first page of the handout materials will contain a link for you to download the MP3 audio recording.  The handout materials are provided as an Adobe PDF file.  You will need Adobe® Reader® installedon your computer to view and print these materials.  To download Adobe® Reader®, click here.

 

Q: I want to purchase a Premium On-Demand Program.  When and how will I receive the materials?
The Premium Program includes printed handout materials, a Data CD containing the PDF handout materials, and an audio CD(s) that are sent via USPS 2-day Priority Mail within 3-5 business days.

 

Q: I am not completely happy with an On-Demand Program I purchased. What is your refund policy?
We understand that our customers can vary with respect to the level of experience and expertise of a particular subject.  We try our best to be as detailed as possible in the description of programs so that those interested in those topics can determine if the program is appropriate for them.  However, we understand that there are times where people may not, for whatever reason, be completely happy with a particular teleconference program.

It is our goal to make our customers happy.  If you are unhappy with an On-Demand Program, please contact us immediately at 1-866-754-6477 or by e-mail at orders@ultimateestateplanner.com and we will try to replace your program with another On-Demand Program.  No monetary refunds will be provided.

 

Q: Whoops. I purchased the wrong On-Demand Program. What do I do?
Contact us immediately at 1-866-754-6477 or by e-mail at orders@ultimateestateplanner.com and we will assist you in swapping out your registration for the On-Demand Program you intended to purchase.

 

Q: I’m having trouble downloading the handout materials or the audio recording. HELP!
If you experience any problems downloading the handout materials or the MP3 audio recording, e-mail us at events@ultimateestateplanner.com or contact us at 1-866-754-6477.  Someone from our team will be happy to assist you.