Wholesale & Continuing Education Seminar Packages

These are seminar packages intended for estate planning professionals to give to other local professionals and potential referral sources. These are NOT intended for professionals to give to consumers, clients or prospective clients. The requirements to be able to provide Continuing Education credit for the professionals present at the seminar varies state-by-state. It is the responsibility of the purchaser to research and comply with the rules and regulations behind being a CE Sponsor.

The IRA Inheritance Trust^® CE Seminar for Professionals Educate local CPAs and financial professionals about the unique IRA Inheritance Trust^® and drive more client referrals from the CPA into your office! Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), CE forms, plus a copy of a live seminar DVD of Phil presenting the seminar.

The Overlooked Uses of Life Insurance CE Seminar Package This continuing education seminar is targeted to financial advisors and insurance agents, showing them new opportunities to sell more life insurance—and become big referral sources to you for ILITs! Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), and CE forms.

The Top 10 IRA Planning Mistakes CPAs Make CE Seminar Package A continuing education seminar geared for CPAs and Enrolled Agents that will encompass the IRA Inheritance Trust^® but also other IRA planning mistakes that CPAs often make. Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), and CE forms.

The Top 10 Pre & Post-Mortem Estate Planning Mistakes CPAs Make CE Seminar Package Help show local CPAs and Enrolled Agents how to generate money after tax season with this continuing education seminar that reveals numerous fee-generating planning opportunities. Package includes: CD containing PowerPoint presentation, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), and CE forms.

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.