Want to Sell More Grantor Retained Annuity Trusts to Your Clients?
One of the nation’s most successful estate planning and asset protection attorneys will not only show you how he does it, but he’ll give you his exact tested and proven words, phrases and explanations to use - - and you won’t even have to memorize them!
Do you talk to high-net-worth prospects about estate tax planning, but can’t seem to move them to action? You may know about Grantor Retained Annuity Trusts (or “GRATs”) and other advanced-level planning techniques, but technical knowledge alone isn’t enough to turn these high-net-worth prospects into clients! Whether you’re a CPA, insurance agent, financial advisor or estate planning attorney, you need to know how to quickly and easily…
- Spot the right prospect for a particular estate tax reduction technique
- Explain the technique simply, in a way that the prospect understands it and will want to do it!
- Overcome the most common objections to moving forward
- Recognize and address the key design traps, up front, so you can properly complete the case (and get paid) or refer it to a specialist!
You CAN learn all of this quickly and easily, thanks to renowned estate planning and asset protection attorney, Steven J. Oshins, and his special GRAT Marketing & Sales Kit. Click the “Details” tab for more information about what’s all included in this package.
What’s Included in The Steve Oshins GRAT Marketing & Sales Kit?
The Steve Oshins GRAT Marketing & Sales Kit comes complete with the following items:
- The “How to Market & Explain GRATs” CD. 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.
- Sales Transcript. The complete transcript of the sales interview so you don’t need to take the time and effort to listen to them and take notes of what he said. With a transcript, you can easily follow along with the audio recording and quickly read, highlight and mark it up with notes as you see fit.
- PowerPoint Slides. You will receive a set of PowerPoint slides (13 slides) to use as a visual aid to help present GRATs to clients and prospects without having to memorize everything Steve says on the recording. These slides can be used in one-on-one meetings or added to other seminars you may already have (or may have purchased from us). You can easily modify and brand these slides to your firm and use this visual aid to help you to quickly and simply summarize the key benefits and selling points of moving forward with GRATs!
OTHER MARKETING & SALES KITS
This is just one topic featured among six total advanced-level estate planning Marketing & Sales Kits from 2012. These kits come complete with an audio interview, plus transcript and PowerPoint slides. Below are a list of all six complete Marketing & Sales Kits available for purchase:
- 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
NOTE: A special 40% bundle discount if all 6 kits are purchased. Click “Purchase Options” (above) and select “KIT BUNDLE PACKAGE”. The 40% discount will automatically be applied.