Maximum Gifting LLC Sales & Marketing Kit

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Want to Close More Advanced Estate Tax Planning Cases?

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 Dynasty Trusts, LLCs, DAPTs, 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. After months and months of begging and pleading Steve to do this with us, he finally agreed to share his sales secrets in a special product we’ve put together called…

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The Steve Oshins’ Advanced Estate Tax Planning “Super” Sales Package

This package comes complete with the following items:

  • One-On-One Sales Interview. You will receive the audio recording of an entertaining role-playing, one-on-one interview between Ultimate Estate Planner President, Philip J. Kavesh, Esq. and Steve Oshins on six different advanced estate tax planning techniques. Each recording was no more than 40 minutes in length and was designed to help you know what to say, how to say it and, most importantly, how to handle any objections and secure the client’s commitment to take action.SAMPLE (2:34 minute sample):
  • 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. (Click here to view sample Sales Transcript)
  • PowerPoint Slides. You will receive a set of PowerPoint slides (anywhere from 10-15 slides) to use as a visual aid to help present these complex planning techniques to clients and prospects without having to memorize everything Steve says on the recordings. 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). These visual aids will help you to quickly and simply summarize the key benefits and selling points to help get clients and prospects to move forward! (Click here to view sample PowerPoint slides)
  • Technical On Demand Programs. For four of the six planning techniques, Steve has previously presented a teleconference program on the technical issues involved in drafting and planning for clients. For those four techniques, you will receive the handout materials and the audio recordings of those teleconferences so that you can get up-to-speed on all of the technical aspects of the planning as well.

The six Advanced Estate Tax Planning and Asset Protection Planning Techniques Steve covers in this product include:

  • The Grantor Retained Annuity Trust
  • The Dynasty Trust
  • Domestic Asset Protection Trusts
  • Installment Sale to an Income Tax Defective Dynasty Trust
  • Completed Gift Domestic Asset Protection Trusts
  • Limited Liability Company (Using Maximum Discounting)

As you may know, there may be certain limitations placed on some of these planning strategies after this year so the time is now to get your prospects and clients to take action! Don’t find yourself guilty of doing what many of your clients and prospects often do… procrastinating! Take advantage of this unique package today!

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