It can be difficult to sell such complex planning such as Completed Gift Domestic Asset Protection Trusts to clients. Whether you’re an attorney, financial advisor, CPA or life insurance agent, it’s helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation’s leading estate planning and asset protection attorneys. He role plays how he explains Completed Gift DAPTs to the client, while also handling some of their toughest objections.
Duration: Approx. 37 minutes
Related Products: Steve Oshins’ Advanced Estate Tax Planning Super Sales Packages