As estate planning professionals, it is important that you are fully servicing your clients' estate planning needs - - including keeping them up-to-date and aware of the planning opportunities that are available to them. In particular, as we head into this final stretch of 2012, there are of planning opportunities for clients that may not be available after this year.
Ultimate Estate Planner President and estate planning attorney, Philip Kavesh, has developed this unique seminar specifically targeting clients that qualify for advanced estate tax planning available in 2012. He recently gave this seminar to over 100 of his clients and booked appointments with majority of them to discuss further advanced-level planning.
You almost missed your window of opportunity!
You might not have time to market this seminar to your clients before the end of the year, but perhaps you have a seminar already planned and you need materials? Or, perhaps you just want to drive some clients into your office to meet with you. Rather than spend the time and expense involved in having to recreate the wheel, why not use a proven and tested seminar to help you reach out to your clients? Even if you don't give seminars, this is a great marketing tool to help you in your one-on-one client meetings. Because of the limited opportunity for this year-end planning, this package is only going to be available for purchase for a very short period of time and is currently on sale for a considerably low one-time licensing fee!
What's Included in the 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package?
The 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package comes with the following items:
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PowerPoint Presentation with over 40 slides that can be used as a seminar or as flip charts to help educate and inform existing clients, prospective clients and your referral sources about available advanced estate tax planning still available before the end of 2012. You might not have time to market a seminar, but you do have time to meet with clients and advise them of this closing window of opportunity! (Click here to view a sample and get more information)
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Marketing Materials featuring a direct mail piece that was used to drive interest and attendance to the seminar or can be modified to schedule an appointment with you!
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Program Handouts including an outline and response form to help you at a seminar or with your client meetings so clients can follow along and give you a tool to help capture leads and book appointments at the end of the seminar.
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Appointment Booking Tools including a discount certificate to help incentivize and motivate people to schedule appointments and appointment cards to help make the appointment scheduling process go over smoothly and efficiently.
The slides comes in a modifiable Microsoft PowerPoint format and the handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.
Think It's Too Late to Set Up a Seminar or Don't Give Seminars?
Not everyone gives seminars or has enough time to set up a seminar before the end of the year. No problem! This product can be used in one-on-one meetings. You can modify all of the items that come in this package to encourage people to contact you and set up an appointment and you can use the presentation slides as flip charts in your one-on-one meetings to help give your clients something visual to see while meeting with you!
Benefits of the Year-End Advanced Estate Tax Planning Seminar Marketing Package
Here are just a few benefits of our 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package.
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A (reasonable) one-time licensing fee. We don't charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won't be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
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No territorial exclusives. We don't provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do!
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We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
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Our seminar has been tested and proven to work. One of the biggest benefits of our 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package is that it's been tested and proven to actually work in Mr. Kavesh's law practice. This isn't a seminar that he put together for the purpose of selling to others. He put this seminar together for his law practice and recently gave this seminar to over 100 of his own law firm clients. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
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On-going support. It is important to us that you are successful with the products that you purchase from us, which is why we are always available for any of your questions or implementation issues that you may run into.
Pricing
We understand that this seminar has a short shelf-life. It also doesn't come with the same complete seminar script that much of our seminar marketing packages do. That all being said, we are pleased to offer this 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package for a one-time payment of just $495 $349!
As you can see, even if you were able to get one client to schedule an appointment to update their existing plan or do some advanced estate tax planning before the end of the year, you would more than make back the cost of this package - - and the rest is pure profit! Plus, you can modify and incorporate this seminar marketing package into other advanced estate tax planning that you do beyond 2012 as well!
Related Products
Below are some related products that go well with our 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package. Some related products have bundle discount offers when purchased together.
Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
"2012 Estate Tax Planning Steps to Take Right Now" Book by Martin Shenkman, Jonathan Blattmachr and Robert Keebler
The A-Z Guide to Seminar Marketing for Estate Planners
Purchase
For your convenience, you can purchase the 2012 Year-End Advanced Estate Tax Planning Seminar Marketing Package from one of the following two ways.
Online: Purchase online - - it's fast, safe and convenient!
By Phone: Call us at 1-866-754-6477
NOTE: Sales tax is only applicable to California purchasers.
Five Benefits of Choosing Ultimate Estate Planner Products
When it comes to products to help your estate planning practice, we know that you have a lot of choices available. Here are just five benefits of choosing products with The Ultimate Estate Planner, Inc.
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Proven & Tested - One of the best things about our products is that all of our products have been proven and tested to actually work. Our products are developed by our President, Philip J. Kavesh, for the purpose of marketing his own law practice. He has put the rubber to the road, so that you can be confident that you're purchasing products that aren't just based on theory, but on what actually works!
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Customer Service & Support - We aren't a large company and pride ourselves in providing the best customer service and support available. You won't be forwarded to someone outside of the country. You won't be left on hold, wasting precious minutes of your time. You won't have to speak to different or multiple people every time you call us. We want you to succeed and our goal is to see you to your success! We are open Monday through Friday from 8:30am to 5pm Pacific Time and return phone calls and e-mails within less than 24 business hours at all times.
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No Annual Licensing Fees or Membership Contracts - All of our products are sold with one-time licensing fees, so you don't have to get locked into long-term contracts with penalties and other limitations that prevent you from continuing to use your invested money.
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Customizable Plans & Flexibility - We know that times are tough and cash flow can be an issue for many estate planners today. This is why we want to work with you and help you customize your product selection and work with you and your budget. No practice or budget is too small for us, because we understand that every estate planner has to start somewhere and we'd love for you to start your estate planning practice with us (or improve the one you've already started).
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100% Money-Back Guarantee - It is important to us that you are happy with your purchase with us and we stand behind all of our products with such confidence that we back it up with a 100% Money-Back Guarantee. If you are not happy with your purchase, call our office and we will immediately help you--whether it's assisting you with the implementation of a product, helping you identify another product or refunding your money in full. So now you can browse our website and know that all of the risk is on us!
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