“IRA Trusts have become the hottest thing in my practice - -
I’ve sold hundreds of them! Thanks, Phil!”
-- Al V., Estate Planning Attorney
Houston, TX
With more low-priced Living Trust competition, fewer people motivated to do estate tax planning, and post-death administration work down, what can you offer prospects and clients to make up for lost revenues?
Maybe you’ve considered MediCaid planning. It’s certainly a much needed service, but requires lots of ramp up time and effort.
Wouldn’t it be nice to add a needed, valuable service that appeals to an even larger audience which you can quickly and easily add to your Living Trust-centered practice?
The answer: A “Living Trust for Your Clients’ IRAs”TM - - the standalone IRA Beneficiary Trust. (If you aren’t already drafting this new kind of trust, click here.)
Assuming you are up to speed on how to design IRA Beneficiary Trusts,
the issue then becomes…
How Do You Market and Sell Them?
Phil Kavesh, the inventor of “The IRA Inheritance Trust®”, whose firm has probably sold more of IRA beneficiary trusts than any other in the nation, can show you how.
Join him on a special 60-minute program and learn:
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Who is the best target market for this specialized type of planning
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How to generate referrals from financial advisors, CPAs and life insurance agents
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The 3 things you should always say when in front of a prospect or client - - so you close more engagements!
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How to handle the toughest objections you’ll get including…
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“I’ve been told by my advisor that having a Living Trust as beneficiary is good enough.”
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“Why even care about stretchout with a Roth IRA - - the distributions are tax-free anyway.”
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“I understand IRAs are creditor and bankruptcy protected just like employer benefit plans, so I don’t even need an IRA Trust.”
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“I don’t have a large IRA, so why do I need this Trust?”
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“I don’t want a lot more paperwork or additional tax returns, either while I’m living or for my beneficiaries after I die.”
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“My financial advisor (or IRA Custodian) says they won’t accept a Trust as beneficiary.”
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“I’ve been told to just use a Restricted Beneficiary Payout Annuity or a Trusteed IRA because they’re easier and cheaper.”
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“If this IRA Beneficiary Trust is so good, why haven’t my advisors heard about it?”
PROGRAM DETAILS:
Title: How to Market and Sell More IRA Beneficiary Trusts
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. |