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. Plus, you can have a trust form and a firm understanding of how to draft these trusts, but it doesn’t matter if you have no clients to draft them for! Get everything that you need to successfully implement this strategy - - including the legal document form, technical training on drafting and post-death implementation, and marketing and selling standalone IRA Beneficiary Trusts - - into your practice!
Click the “Details” tab for more information about the products included in this Bundle Package.
What’s Included in The Ultimate IRA Beneficiary Trust Bundle Package?
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 Standalone IRA Beneficiary Trust: An Introductory Overview” Training
The perfect introduction to the standalone IRA Beneficiary Trust and why this trust would benefit clients, an estate planning attorney, financial advisor, CPA or life insurance agent.
- “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!
- “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!
- “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® Legal Document Form & Technical Training Package
Whether you want to enhance the form you currently have or want to use the actual trust approved by the IRS in PLR 200537044 (and the federally trademarked “IRA Inheritance Trust® name), this package gives you everything you’ll need to prepare this trust for your clients!
- 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 over $6,000, but is available to you at a significantly reduced price when purchased together in this package!
Already have a Standalone IRA Trust form?
No problem! We’ve created a Bundle Package with all of the items included in this bundle package except for the IRA Inheritance Trust® Legal Document Form & Technical Training Package. This way, you get everything that you need to understand how to draft, administer, market and sell them!