Do You Talk to Clients About
Estate Tax Planning But
Can’t Seem to Move Them to Action?
You may know about Dynasty Trusts, LLCs, DAPTs, GRATs, etc…but technical knowledge alone isn’t enough to turn high net worth prospects into clients!
Whether you’re a CPA, insurance agent, financial advisor or estate planning attorney, you need to know how to quickly and easily…
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Spot the right prospect for a particular estate tax reduction technique
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Explain the technique simply, in a way that the prospect understands it and will want to do it!
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Overcome the most common objections to moving forward
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Recognize and address the key design traps, up front, so you can properly complete the case (and get paid) or refer it to a specialist!
You CAN learn all of this quickly and easily, thanks to renowned estate tax and asset protection attorney, Steven J. Oshins. After months and months of begging and pleading Steve to do this with me, he finally agreed!
Steve joined me in creating 6 separate audio recordings - - each no more than 30 minutes in length - - where he reveals his secrets of exactly what he says to prospective clients when he’s meeting with them, so he closes over 85% of them!
This is the kind of stuff that you will never learn anywhere else!
You can get these recordings individually or all 6 of them at a special discount. These 6 Advanced Estate Tax Planning Recordings cover the following techniques:
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The Dynasty Trust
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Grantor Retained Annuity Trust
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Domestic Asset Protection Trust
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Installment Sale to an Income Tax Defective Dynasty Trust
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Completed Gift Domestic Asset Protection Trust
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The Limited Liability Company (Using Maximum Discounting)
If you’re serious about doing estate tax planning for your clients, it’s a no-brainer decision for you to get Steve Oshins’ proven and successful Advanced Estate Tax Planning Sales Secrets right away. Based on the recently released Obama Budget Proposal and the state of existing laws, a lot of planning opportunities may soon become limited or vanish! So you need to get these recordings and convince your clients to do their planning NOW!
LIMITED TIME BONUS OFFER:
If you purchase all 6 recordings, you will receive the handout materials and MP3 audio recording to Steve’s recent teleconference entitled, “The Top 10 Asset Protection Mistakes Attorneys Make” which was held on Thursday, February 23, 2012 (a $129 value). So, order yours now to take advantage of this special offer.
PRODUCT DETAILS:
You can choose to purchase the MP3 Download option or, for a little bit more, you can get the Audio CD, for the following Advanced Estate Tax Planning Strategies:
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The Dynasty Trust (approximately 18 minutes)
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Grantor Retained Annuity Trust (approximately 31 minutes)
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Domestic Asset Protection Trust (approximately 19 minutes)
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Installment Sale to an Income Tax Defective Dynasty Trust (approximately 29 minutes)
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Completed Gift Domestic Asset Protection Trust (approximately 37 minutes)
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The Limited Liability Company (Using Maximum Discounting) (approximately 38 minutes)
Speakers: Steven J. Oshins, Esq. & Philip J. Kavesh, Esq.
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient!
|
MP3 Audio Recording |
Price |
|
|
The Dynasty Trust
|
$49.99 |
 |
|
Grantor Retained Annuity Trust
|
$49.99 |
|
|
Domestic Asset Protection Trust
|
$49.99 |
|
|
Installment Sale to an
Income Tax Defective Dynasty Trust
|
$49.99 |
|
|
Completed Gift Domestic
Asset Protection Trust
|
$49.99 |
|
|
The Limited Liability Company
(Using Maximum Discounting)
|
$49.99 |
|
|
All 6 Advanced Estate Tax Planning MP3 Audios + Bonus "Top 10 Advanced Estate Planning Mistakes Attorneys Make" Teleconference
|
$199.99 + BONUS |
|
|
Audio CD |
Price |
|
|
The Dynasty Trust
|
$79.99 + S&H |
|
|
Grantor Retained Annuity Trust
|
$79.99 + S&H |
|
|
Domestic Asset Protection Trust
|
$79.99 + S&H |
|
|
Installment Sale to an
Income Tax Defective Dynasty Trust
|
$79.99 + S&H |
|
|
Completed Gift Domestic
Asset Protection Trust
|
$79.99 + S&H |
|
|
The Limited Liability Company
(Using Maximum Discounting)
|
$79.99 + S&H |
|
|
All 6 Advanced Estate Tax Planning Audio CDs + Bonus "Top 10 Advanced Estate Planning Mistakes Attorneys Make" Teleconference
|
$299.99 + S&H and BONUS |
|
By Phone: Call us at 1-866-754-6477 |