IRA Beneficiary Trusts have become one of the best-selling estate planning strategies next to the Living Trust. Understanding this unique planning strategy is not quite as simple as Living Trust planning, though. You might already have a legal document form, such as WealthCounsel’s Standalone Retirement Trust (“SRT”) or some other form, which is great! You’re already in a great starting place. But, having the trust form doesn’t mean that you have the knowledge of the various traps and tricks with respect to drafting these trusts and handling the post-death administration after your client passes away. Plus, it won’t even matter if you don’t know how to market and sell these trusts to your prospects, clients, and referral sources!
That is why we have put together a very special IRA Beneficiary Trust Bundle Package just for you! In this bundle package, you will get everything that you need to fully and successfully implement this strategy into your practice!
Click the “Details” tab for more information about the products included in this Bundle Package.
What’s Included in The IRA Beneficiary Trust Bundle Package (Without Legal Document Forms)?
This bundle package combines all of the products that an estate planning professional will need to start implementing the unique IRA Beneficiary Trust planning strategy into your own practice. This bundle package includes the following products:
- “The Traps & Tricks of Drafting IRA Beneficiary Trusts” Training
IRA Beneficiary Trust planning can be tricky if you don’t understand all of the decisions and factors that need to be considered when putting together a plan for your clients. Why not learn from the guy that created this trust concept in the first place? In this 90-minute educational program, you will walk away with a much better understanding of how to properly draft an IRA Beneficiary Trust!
- “How to Market & Sell More IRA Beneficiary Trusts” Training
You won’t have an IRA Beneficiary Trust to draft if you don’t know how to market and sell them! Find out how best to market, explain and sell more IRA Beneficiary Trusts - - even in your one-on-one meetings - - in this unique 90-minute training program!
- “Proper Post-Death Administration of IRA Beneficiary Trusts” Training
If you just started drafting IRA Beneficiary Trusts, you most likely don’t have any clients that have passed away yet, but you will eventually. Understanding and knowing the various steps and deadlines you must meet during the administration of an IRA Beneficiary Trust is crucial. Add this 90-minute program to your library of resources so that when the time comes, you have this available (and many have found this program helpful in understanding how to draft IRA Trusts too!)
- The IRA Inheritance Trust® Seminar Marketing Package (for Prospects & Clients)
A complete turnkey seminar package that comes complete with PowerPoint presentation, seminar script, marketing materials, handouts, appointment booking tools, and also a DVD of Phil Kavesh giving the seminar!
- The Unique (and Little-Known) IRA Inheritance Trust® Continuing Education Seminar Marketing Package (for Professionals & Referral Sources)
Everything that you need to give a CE seminar to your local referral sources (and information on how to become a CE provider) so that you will get more client referrals for IRA Beneficiary Trust planning!
This entire bundle package is valued at almost $4,000, but is available to you at a significantly reduced price when purchased together in this package!
NOTE: This Bundle Package DOES NOT include the actual trust/legal document form.
Want this Bundle with the Legal Document Forms?
No problem! We have what we call The Ultimate IRA Beneficiary Trust Bundle Package, which includes our popular IRA Inheritance Trust® Legal Document Form & Technical Training Package.