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Discounts & Special Offers Currently Available

Times are tough and we understand that.  That is why we are pleased to offer our customers, future customers and members of reputable organizations in the estate planning community special discounts and offers on our products and services.  We will be updating this section regularly and often, so be sure to come back and check this section of our website! 


Specials for this Month

Each month, we are going to have a special offer on an upcoming or past teleconference or one of our products or services.  Be sure to check our website or sign up for our e-mail announcements so you don't miss out on these special deals. 

  • 25% Off Any On Demand Programs
    • 25% discount off your purchase of any of our On Demand Programs
    • Use the coupon code "ONDEMAND25"
    • Offer valid until November 9th only
    • View On Demand Library
  • 3 Teleconference Bundle for $295
    • Register for any three(3) upcoming teleconferences of your choice
    • Indicate your 3 teleconferences in the Comments section upon checkout
    • View Upcoming Teleconferences
  • Early Bird Registration for February 2013 Live Event
    • Call Kristina Schneider at 1-866-754-6477 for more information and details

Discounts for Members of Various Estate Planning Organizations

Several of our clients that are members of various reputable estate planning organizations throughout the country have inquired about receiving discounts.  We've listened to your requests and are pleased to announce that we will be offering members of a variety of organizations special discounts and offers!  Stay tuned as we continue to add more!

Missing Link Boot Camp Alumni

NAELA Members
(NOTE: Your member log in for NAELA's website is not valid to access this page.  You will need to request access from us below to view this page.)

NAEPC Members
(NOTE: Your member log in for NAEPC's website is not valid to access this page.  You will need to request access from us below to view this page.)

WealthCounsel Members
(NOTE: Your member log in for WealthCounsel's website is not valid to access this page.  You will need to request access from us below to view this page.)

If you have any questions or wish to arrange a discount for your group or organization, contact Kristina Schneider at 1-866-754-6477 or by e-mail.


DISCLAIMER: These special offers and discounts cannot be combined with any other discounts.  These discounts are not redeemable for cash.  Refunds will not be provided to individuals who may have purchased teleconference registrations, products or services at a different price at another time.  The Ultimate Estate Planner, Inc. reserves the right to modify or revoke these special offers and refuse service to anyone.


The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.



© 2013 The Ultimate Estate Planner, Inc.
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