It can be difficult to sell such complex planning such as Dynasty 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 a 2012 interview with one of the nation’s leading estate planning and asset protection attorneys. He role plays how he explains Dynasty Trusts to the client, while also handling some of their toughest objections.
What’s Included with the “How to Market & Explain Dynasty Trusts” CD?
You will receive an audio CD of an entertaining one-on-one sales interview conducted in 2012 between Ultimate Estate Planner President, Philip J. Kavesh, Esq. and Steve Oshins on how to market, sell and explain Dynasty Trusts.
Duration: Approximately 18 minutes
NOTE: This CD is a part of the complete Steve Oshins Dynasty Trust Marketing & Sales Kit. If you purchase this CD, you can upgrade your purchase to the complete Steve Oshins Dynasty Trust Marketing & Sales Kit later on. To do so, please call us at 1-866-754-6477 or e-mail [email protected].
COMPLETE MARKETING KITS
This Audio CD is included in the complete Marketing & Sales Kit on this topic. Below is a list of all of the topics and complete Marketing & Sales Kits, which include audio, plus transcript and PowerPoint slides. (NOTE: Save 40% when you purchase all 6 kits. Click here for the bundle offer.)
- Completed Gift DAPT Marketing & Sales Kit
- DAPT Marketing & Sales Kit
- Dynasty Trust Marketing & Sales Kit
- GRAT Marketing & Sales Kit
- Installment Sale Marketing & Sales Kit
- LLC Marketing & Sales Kit
OTHER AUDIO CDs
This Audio CD is just one of the six advanced-level estate planning strategies that Steve Oshins covered. Below is a list of all of the topics and related audio CDs.
- “How to Explain & Sell More Completed Gift DAPTs” CD
- “How to Explain & Sell More Domestic Asset Protection Trusts” CD
- “How to Explain & Sell More Dynasty Trusts” CD
- “How to Explain & Sell More GRATs” CD
- “How to Explain & Sell Installment Sales to an Income Tax Defective Dynasty Trust” CD
- “How to Explain & Sell More LLCs” CD