It can be difficult to market and sell such complex planning such as Grantor Retained Annuity 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 audio CD contains the recording of an interview with one of the nation’s leading estate planning and asset protection attorneys, Steven J. Oshins, J.D., AEP (Distinguished).
Through this entertaining interview, Steve role plays how he explains GRATs to the client, while also handling some of their toughest objections.
What’s Included with the “How to Market & Explain GRATs” CD?
You will receive an audio CD of an entertaining 29-minute one-on-one sales interview between Ultimate Estate Planner President, Philip J. Kavesh, Esq. and Steve Oshins on how to market, sell and explain GRATs.
NOTE: This CD is a part of the complete Steve Oshins GRAT Marketing & Sales Kit. If you purchase this CD, you can upgrade your purchase to the complete Steve Oshins GRAT Marketing & Sales Kit later on. To do so, please e-mail [email protected] or call us at 1-866-754-6477.