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Retail Seminar Marketing Packages
These are seminar packages are intended for estate planning professionals to give to consumers - - either clients and prospective clients. The marketing pieces in each seminar marketing package has been developed to comply with the rules of the State Bar of California. Purchasers are responsible for making sure all seminar content and seminar marketing material comply with the advertising rules and compliance regulations of their individual regulatory agencies.
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The Ultimate Living Trust Seminar Marketing Package
This Living Trust seminar is like no other! This seminar is geared for prospective clients and provides them a thorough overview of the need for a Living Trust (or to update the one they have) and emphasizes the benefits of the Personal Asset TrustSM and why they should have it to protect their loved ones from third-party predators! Package includes: CD containing PowerPoint presentation of over 60+ slides, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), plus a copy of a live seminar DVD of Phil presenting the seminar.
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The IRA Inheritance Trust® Seminar Marketing Package
This seminar package will help you close more IRA Inheritance Trust® cases by explaining to prospects and clients its benefits in simple, emotion-driven words and pictures. Package includes: CD containing PowerPoint presentation of over 50+ slides, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), plus a copy of a live seminar DVD of Phil presenting the seminar.
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Advanced Estate Planning Seminar Marketing Package
Next to the Living Trust Seminar, this seminar has become one of the most effective revenue-producing seminars for Phil’s law firm. This seminar is geared for existing clients and will help nudge your Living Trust clients into the advanced-level planning process (including asset protection) by “keeping it simple” and saving yourself time by sorting out the serious candidates from the rest! Package includes: CD containing PowerPoint presentation of over 60+ slides, seminar script, direct mail marketing materials, seminar outline and response form.
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Real Estate Owner’s Seminar Marketing Package
A seminar geared for your clients that own rental real estate to get them to buy premium-priced, advanced-level planning, such as FLPs, LLCs, QPRTs, CRTs, and ILITs. Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!).
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The Personal Residence Trust Mini-Seminar Marketing Package
Help close more Personal Residence Trust cases with this unique shorter seminar created for client seminars, private group seminars, or even one-on-one meetings! This seminar gives a “snapshot” of the benefits of a Personal Residence Trust in a way that will help drive more qualified candidates into your office for this premium-priced product! Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing letter, seminar outline and response form.
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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.
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