SORRY, YOU MISSED IT!
CYBER MONDAY WAS ON NOVEMBER 30th!
Sorry that you missed out on saving 25% off everything* on our website.
- Upcoming Teleconferences - Save on your registration to any upcoming educational programs*
- All past teleconferences in our On-Demand Library - This is a great way for you to take advantage of huge savings on programs you may have missed!
- Legal Document Forms - Like our popular IRA Inheritance Trust®, Personal Asset TrustTM, and Successor Trustee Manual
- Marketing Tools:
- Consumer or "Retail" Seminar Marketing Packages - Like our Basic Living Trust and Top 10 Estate Planning Mistakes Seminars
- Continuing Education or "Wholesale" Seminar Marketing Packages - For professionals and referral sources
- Seminar Marketing Training & Tools
- Steve Oshins' Advanced Estate Planning Sales Kits (for DAPTs, GRATs, Dynasty Trusts, Installment Sales, and LLCs)
- Media & Publications:
- Robert Keebler's Laminated Charts - IRA and Roth IRA Planning Charts, NIIT Charts and much more!
- Books - Including Mike Jones' Inheriting an IRA and the Leimberg Library Collection
- Guides - Including Bob Keebler's Tax Planning Success Kit
- Software & Calculators - Including Robert Keebler's Portability Calculator
*NOTE: This discount is not applicable to the following: Payment Plans (only applies to the first payment), attorney or staff registration to live events, coaching with Without Boundaries Coaching or Philip J. Kavesh, and any monthly or annual subscriptions (such as Robert Keebler's Tax & Estate Planning Bulletin or Philip Kavesh's Monthly Practice-Building Series). The Cyber Monday Promotion is only applicable for purchases made on Monday, November 30, 2015. The Late Cyber Monday Promotion is only applicable for purchases made between Tuesday, December 1st through Friday, December 4th, 2015. The discount will be taken upon checkout and are on the prices shown and are not applicable with any other discounts or coupon codes. No cash value and no refunds will be honored on purchases made prior to November 30, 2015.
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 to the tools that we have purchased from The Ultimate Estate Planner, we have more than doubled our firm’s revenues! The tools and education that Phil has made available to us has been invaluable!
I am thankful every day since meeting Phil back in Las Vegas in 1993. His systems, systems, systems are great! We are a 2-lawyer firm and we started utilizing Phil Kavesh’s Personal Asset Trust back in October 2005. In just under a year, we prepared over 200 PATs and 2006 was one of the highest grossing years in my firm’s 29 years of existence! Also, I saw the huge potential to update our clients’ trusts with Phil’s HIPAA Amendment and we made in excess of $350,000 just marketing this feature to our existing client database. Our clients absolutely love the features of the PAT and HIPAA Amendments we are now using thanks to Phil’s Living Trust Legal Document Form Package. I can’t thank Phil enough for showing me the way!
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!