A lot of professionals spend hundreds, if not thousands, of dollars on marketing. They have regular radio shows, they spend money on radio show or television advertisements. They have nice websites and they have even hired staff to monitor social media (and if you don't have either of these in the 21st Century, you're in some real trouble!) All of these are great tools for marketing, but if they're not using a tool to convert your audience into actual leads that you can follow up with and to engage your services, then what's the point?
For years now, Phil Kavesh has utilized a lead-generation report to help drive qualified, serious leads to his law firm.
And now, for the first time ever, his tested and proven lead-generation report entitled, "The 10 Biggest Estate Planning Mistakes People Make (and How to Avoid Them!)" is now available for sale to other estate planners to customize and use in their practice for the same purpose!
This 27-page report incorporates Phil's over 32 years of experience in the estate planning industry. His law firm utilized this report for several years on his local television show, throughout radio show interviews and on his law firm's website to help gather prospective client leads. While this report is available to you in a form that you can modify and customize to your liking, it is generic enough to be used by attorneys and advisors from all states and is a great way to get valuable information out to prospects and motivate them to want to come in and meet with you to get their estate planning done. This report can also be distributed at your seminars, in your lobby, at local trade shows and to prospects through your referral sources.
What's Included?
This package includes a modifiable 27-page Microsoft Word document so that you can modify the report to your firm's name, brand, colors, etc. While intended to be generic enough for universal applicability, purchasers will need to review the report to ensure it meets any and all firm-specific services and any particular issues that may be specific to your state. We have even highlighted any areas that may require customization or make reference to issues that may be specific to California. You will also receive instructions with tips on how to use the report so that you can be successful with its implementation.
Benefits of Our Package
Here are just a few reasons you may wish to choose our "Top 10 Mistakes" Estate Planning Report for your practice.
- A one-time (reasonable) licensing fee. We don't charge any on-going licensing or annual membership fees to use this product. You get to purchase this product at a very reasonable one-time fee that you should easily be able to make up with the conversion of just one lead into a client. Should we update the report, you may be given the opportunity to purchase the updated version at a reasonable fee.
- No territorial exclusives. We don't provide people territory exclusives, which means that once your local competitors get this report, you will probably have lost your chance to capitalize on its effectiveness - - all the more reason you should get this package right now before your nearby competitors do!
- Tested and proven to work. One of the biggest benefits of our products, including our "Top 10 Mistakes" Report is that it's been tested and proven to actually work. Mr. Kavesh developed this report and has been using it for years in his own law practice. This isn't some product he through together based on theory and for the purpose of simply having a product to sell to others. His law firm continues to use this report successfully. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
- On-going support. It is important to us that you are successful with the products that you purchase from us, which is why not only will you receive instructions about how to use this product, but we are always available for any of your questions or implementation issues that you may run into.
Pricing
Our "Top 10 Mistakes" Report is available for as low as a one-time licensing fee of just $129. A very low price for a lot of time and expense saved in having to create such a report for your practice on your own!
Purchase
For your convenience, you can purchase our "Top 10 Mistakes" Report from one of the following two ways.
Online: It's fast, safe and convenient!
IMMEDIATE DOWNLOAD
Includes: Immediate download of a zip file containing customizable MS Word Document of the "Top 10 Estate Planning Mistakes People Make" report and Instructions for Use.
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$129 |
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DATA CD-ROM
Includes: Printed sample of report, with Data CD-ROM containing customizable MS Word Document of the "Top 10 Estate Planning Mistakes People Make" report and Instructions for Use.
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$149 + S&H
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By Phone: Call us at 1-866-754-6477
NOTE: Sales tax is only applicable to California purchasers. Some LA and Orange County attorneys may not be allowed to purchase this package. For more information, call us at 1-866-754-6477.
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.
- 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!
- 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.
- 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.
- 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).
- 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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