Like to Sell One More Large Life Insurance Case
(or Insurance Trust) a Month?
How About One More a Week?
You may be thinking, “With the $5 million estate tax exemption, sales of big life insurance policies and insurance trusts (ILITs) are pretty much dead.”
That may very well be true for you… unless you know the 22 other “overlooked” uses of life insurance!
Because once you do, one more big sale or ILIT a month, or even a week, is entirely possible - - and we can show you how!
Nationally renowned estate planning attorney, Philip Kavesh, has worked for 32 years side-by-side with some of the nation’s top producing financial planners and life insurance agents and helped close millions of dollars in sales. Mr. Kavesh has accumulated a vast amount of knowledge that he will share with you about…
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How to identify opportunities for the proper use of life insurance that you - - and your competitors - - have missed!
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How to explain these planning opportunities to clients and prospects - - as well as other advisors who may refer business to you - - in plain English that they will understand and will motivate them to do business!
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How to overcome the 3 most difficult objections to life insurance!
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How to overcome the single biggest objection to an ILIT!
Whether you’re a life insurance agent, financial advisor or estate planning attorney, you’ll benefit from this 90-minute presentation with Philip Kavesh, entitled, “The 22 Overlooked Uses of Life Insurance (and ILITs).” Mr. Kavesh recently gave this same presentation before a packed room of life insurance agents, financial advisors and estate planning professionals, and received an average rating of 9.7 out of 10!
Your potential “ROI” (return on investment) will be mind-blowing… because just one more insurance sale or ILIT engagement will way more than make up the cost of this teleconference.
PROGRAM DETAILS:
Title: The 22 Overlooked Uses of Life Insurance (and ILITs)
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Philip J. Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Philip J. Kavesh are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Philip J. Kavesh. |