Want to Generate More Revenue
and Retain More Clients?

(Well, You Can with a “Free Service Package”!)

If you’ve tried implementing a Client Maintenance Program to help service your clients while making some money each year, you might have had some success at first, but like many other estate planners have experienced, have found it difficult to maintain in the long-run for a variety of reasons.  From the time involved to service those clients to having to sell the benefits of the on-going maintenance program to your clients each year, many estate planners have not been very successful with client maintenance programs beyond the first three years.

However, what most estate planners do provide is something that we call a “Free Service Package”, but they don’t even know it!  Worse yet, neither do their clients!

The concept behind the Free Service Package is actually pretty simple, but you need to know what steps and systems you must have in place to properly set it up, market and implement it so that you are successful.

Please join us and nationally renowned estate planning attorney, Philip J. Kavesh, for a special presentation where Phil will be cover, in detail, his time-tested, successful alternative to the Client Maintenance Plan - - his “Free Service Package”.

During this 90-minute presentation, you will learn:

  • How you will actually make more money from existing clients using a Free Service Package (with less work and overhead than a Client Maintenance Plan!)
  • Why, even if a Client Maintenance Plan may seem to work at first, the Free Service Package alternative is a far better option, in the long-run (for both your practice and for your clients!)
  • What services and features make up the Free Service Package
  • All of the steps necessary to properly implement the Free Service Package
  • How the Free Service Package is a big competitive advantage when marketing for and securing new clients
  • And much, much more!

  • Program Title: Generate More Revenue & Retain More Clients with a Free Service Package
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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SPECIAL 2-PART PROGRAM

This program is a part of a special 2-part program entitled, “The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package”, where estate planning attorneys, Jeff Matsen and Philip Kavesh, duke it out in two separate 90-minute presentations comparing Jeff’s successful Client Maintenance Plan and Phil’s tested and proven Free Service Package.  If you’re not sure which program may be right for you or you want to learn from both of these successful estate planners and figure out a way to combine the two systems into your own practice, this is the perfect 2-part series for you!