The Basic Living Trust Seminar Marketing Package – Southern CA Purchaser

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Seminar marketing can be and continues to be an effective tool for marketing any estate planning practice. It has been proven to help save time (that would have otherwise been spent meeting with several potential clients in one-on-one meetings). It has also been proven to help pre-close prospective clients that may just be shopping around for an estate planning attorney. And, most importantly, it is a great tool to help prospective clients stop procrastinating and get off the fence to get this much-needed planning completed for their loved ones!

Ultimate Estate Planner President and estate planning attorney, Philip Kavesh, has built his law firm through the process of seminar marketing for over the past 20+ years. His law firm, which consists of almost 10,000 clients, consistently holds Living Trust seminars each month to help drive in new business to the firm. Having given well over an estimated 2,500 of these Living Trust seminars in his career, Mr. Kavesh has certainly developed a system and a seminar that works!

Whether you’re new to seminar marketing or you’ve given your fair share of seminars, our Basic Living Trust Seminar is a the perfect product for any living-trust centered practice. It includes everything you need, including direct mail marketing pieces, seminar presentation, seminar script, presentation handouts and even some appointment booking tools to help you close more appointments at the seminar. All of this is available for a reasonable one-time licensing fee that can easily be made up with just one or two new client engagements!

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Benefits of The Basic Living Trust Seminar Marketing Package

Here are just a few benefits of our Basic Living Trust Seminar Marketing Package.

  • A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
  • No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do!
  • We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
  • Our seminar has been tested and proven to work. One of the biggest benefits of our Basic Living Trust Seminar Marketing Package is that it’s been tested and proven to actually work in Mr. Kavesh’s law practice. This isn’t a seminar that he put together for the purpose of selling to others. He put this seminar together for his law practice and regularly gives this seminar 3 to 4 times each month with regular results to help drive in new business to his firm. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
  • On-going support. It is important to us that you are successful with the products that you purchase from us, which is why you not only receive a sample seminar DVD and a seminar script to help train you properly with this product, but we are always available for any of your questions or implementation issues that you may run into.

Don’t Give Seminars?

No problem! Not everyone likes to give seminar presentations to their clients and prospective clients. But your one-on-one meetings are essentially mini-presentations, just in front of a larger audience. You can modify all of the items that come in this package to encourage people to contact you and set up an appointment and you can use the presentation slides as flip charts or visual aids in your one-on-one meetings to help you close more one-on-one meetings!

What’s Included in the The Basic Living Trust Seminar Marketing Package?

The Basic Living Trust Seminar Marketing Package comes with the following items:

  • Seminar PowerPoint Presentation with over 60 slides to help educate and inform prospective clients about the importance of estate planning, the need for a Living Trust, information about your firm and eventually gets them to act.
  • Seminar Script so that you will know what to say for each and every slide with tested and proven phrases and explanations that motivate prospective clients to want to get their estate planning done and, most importantly, done with your firm!
  • Seminar Handouts including a seminar outline and response form to help attendees follow along. Also includes other seminar handouts and flyers, along with suggestions for handouts to include.
  • Appointment Booking Tools including a discount certificate to help incentivize and motivate people to schedule appointments and appointment cards to help make the appointment scheduling process go over smoothly and efficiently.
  • Sample Seminar DVD of Philip Kavesh giving the living trust seminar. You can learn directly from the expert on how to give this Living Trust seminar. (NOTE: The seminar DVD is only provided as a sample. The information in the seminar presentation and other accompanying materials have been updated and may not be reflected in this sample seminar DVD.)

The seminar presentation comes in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.


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