Shop Products For Financial Advisors

I am always going to these types of events and I must say that The Ultimate Level has truly and sincerely been one of my favorites—it’s practical, Phil has been there and he has done it. He is doing it. I am going back to the office with a lot of tools and that’s HUGE. With many other programs, I always feel like, “This is great, but what do I do with it?” and I don’t feel that way at all leaving this program.

I am very impressed with how Phil and his team at The Ultimate Estate Planner continue to give excellent and prompt assistance even after they’ve gotten their check. Very professional!

I have to tell you, when my partner and I came to attend The Ultimate Level, we knew we had some great things going for us and our practice. We were literally two kids who created our law practice at our kitchen table and it's grown into what it is today and it's beautiful. But, even though we knew that the firm had so many good things going for it, we also knew that we were off track on some really major things. We honestly didn’t know how to get back on track and we were really kind of at the end of the road, not sure if we were even doing anything right. Thanks to The Ultimate Level, we discovered that not only can we get back on track, but that we can do so easily. This program really reignited and reinvigorated my passion for what it is that we do. Thank you!

Over the past few months, I have purchased some products and services from The Ultimate Estate Planner and I will definitely continue to do so. The staff at Ultimate Estate Planner are such a joy to work with and the materials that have been provided to me have allowed me to help my clients.  Thank you!  I am grateful that Phil is willing to share his expertise and at such a reasonable pricing.  He has saved me immeasurable time and headache.  Keep up the great work that you provide the estate planning community!

Thanks for taking the lead and putting together all of these educational teleconferences. You have really found a niche. The topics are great and timely. Unfortunately, I cannot attend them all. Some people might think paying to attend the call is a way to say “thanks” in of itself, but I just wanted to personally send you my thanks!

After attending The Ultimate Level, my revenue went from $12,000 per month to over $100,000 per month! And I’m super excited to share that I just hit $1 MILLION of revenue in only my second year of practice! I cannot recommend them enough to my colleagues. I have come back to the event with my entire team to continue to improve my results!

This website is a valuable resource for me. Thank you!

The Ultimate Level is set up so that it doesn’t matter where you are in your practice, there’s something for everyone, whether you have been practicing for a few years or for a very long time. I think that’s a huge testament to the program and how valuable it is.

The Ultimate Estate Planner, Inc. is not only a company offering a suite of hard to find products and services, but their customer service philosophy and desire to add value to my practice was so excellent that it is nearly unbelievable! I am a busy guy, and often hard to connect with, but Kristina Schneider kept following up with me to make sure that I got what I needed. I have no doubt that the practice growth techniques that she recommended to me during my Seminar Marketing Consultation will form the foundation of the transition of my practice from a chaotic general practice to a successful and enjoyable estate planning practice that will serve my family well for years to come. Great company, great folks, great job!

I am proud to offer my clients what I consider to be the finest and most comprehensive estate planning services anywhere.  My practice is based on innovative legal documents and the revolutionary seminar marketing packages developed by Phil Kavesh, the founder and President of The Ultimate Estate Planner.  I have been an avid follower of Phil’s systems since the 1990’s and if you’re not using Phil’s materials, you’re clearly missing the boat!