IT'S YOUR LUCKY DAY!
SAVE 50% OFF YOUR ORDER*
TAKE ADVANTAGE OF HUGE SAVINGS!
It's YOUR lucky day here at The Ultimate Estate Planner from Friday, March 15th through Sunday, March 17th!
Take advantage of some HUGE savings on a variety of products on our website. That means you can get some significant deals, including the following:
Save 50% off of everything* on our website!
CHECK THESE OUT!
- All Instant Downloads (formerly On-Demand Programs) – All of our educational programs are now instantly downloadable when you place your order. Covering a wide variety of topics, including legal/technical, as well as practice-building, marketing and more! Here are some of the latest and most popular programs:
- How to Set Your Estate Planning Fees
- Tips for Managing Your Interruptions
- How to Hire and Effectively Use an Executive Assistant
- Pre-Order - 2024 Biden Administration Budget
- Managing Capital Gains Tax in 2024 and Beyond
- Properly Preparing the Form 706 (Estate Tax Return): A 2-Part Series
- How to Sell More Living Trusts Even in States Where Wills Remain Popular
- How to Set Your Post-Death Administration Fees—So You Actually Make a Profit!
- Practice-Building Products
- The Ultimate Practice-Building Library (HUGE DISCOUNT!!!) – Over 40 hours of in-depth, step-by-step training that you can’t get anywhere else!
- Don't want the whole Library? Just get the ones you want! VIEW MORE
- Estate Planning, Estate Administration, Client Referral Forms & More
- The Ultimate Employee Handbook - A complete book that every single business owner with employees should have (and many who don't!), including rules and policies for taking time off from work, dress code, and more!
- The Ultimate Practice-Building Library (HUGE DISCOUNT!!!) – Over 40 hours of in-depth, step-by-step training that you can’t get anywhere else!
- Legal Document Forms – Like our Successor Trustee Manual, the IRS-approved standalone IRA Inheritance Trust® (updated for the SECURE Act 2.0), and Phil Kavesh's unique Personal Asset TrustTM.
- Marketing Tools:
- Consumer or “Retail” Seminar Marketing Packages – Like our Basic Living Trust, Successor Trustee Seminar and Estate Planning for Physicians Seminars
- Phil Kavesh's SECURE Act Seminar - Explain this complex new law, while driving more IRA Trust sales and other IRA planning!
- Continuing Education or “Wholesale” Seminar Marketing Packages – For professionals and referral sources
- Media & Publications:
- The Ultimate IRA Guide (Updated for 2024) - Get all of the tools at your fingertips with this guide filled with all of the references and charts you'll need to properly guide your clients!
- Robert Keebler’s 2024 Laminated Charts – IRA and Roth IRA Planning Charts, Section 199A Charts and much more!
- Books & e-Books – Including Robert Keebler's Mathematics of the SECURE Act and Top 40 Tax Planning Opportunities
*NOTE: This discount does not apply to registration to live events and any monthly or annual subscriptions (such as Robert Keebler's Tax & Estate Planning Bulletin). This promotion only applies to purchases made between March 15-17, 2024. Be sure to enter the promo code LUCKY to apply this promotional discount at checkout. This offer cannot be combined with any other offers. No cash value.
ALL SALES ARE FINAL. No refunds will be honored on purchases made between March 15-17, 2024.
FEATURED PRODUCT
The Personal Asset TrustTM
Want to set yourself apart from your competitors and virtually re-write every single Living Trust you've ever drafted or that's been drafted by other attorneys! Add this unique component to your Living Trust-centered practice with this addition to your plans that will blow your current planning out of the water! Offer your clients' beneficiaries greater asset protection and even income tax benefits with Phil Kavesh's unique PAT Amendment!
SAVE 50%!
Regularly $4,995
Now $2,497.50
BROWSE BY TYPE
These forms are not only perfect, but they are just exactly what I have been looking to find for years! They are just right. I like this so much better, utilizing software that I already have and am using, than having to buy a license to another software, struggling to learn how to use it, and still not coming up with something that is as concise, to the point, and as nice as this. Thank you very much! You’ve done a wonderful job on these!
I followed Phil’s HIPAA Upgrade System exactly as he lays out to do so and in a couple of months, we had 40 of my 500+ clients send checks in for the update, which has generated about $20,000 of additional revenue for me and my firm. I had to hire an additional legal assistant to work on this project. We plan on sending out a second follow-up letter to generate additional revenue!
I held my first seminar using Phil’s seminar marketing materials. I had 65 attendees and 26 appointments made (almost 100% engagement). So far, I am 12 for 12 on engaging the clients that have come in using all of the pointers I received from Phil. I have never had results like this. We’ve already made over $50,000, which is way more than what we invested to attend Phil’s programs and pay for his materials!
Kristina, just wanted to say thanks! With your assistance, I booked 9 appointments yesterday, which makes a total of 12 for the 2 day sweep. Of course, I still need to get planning commitments, but the appointments are certainly up from last time. And, I realize that my numbers can and should be even better than that. Fingers are crossed. The crowd was younger this time, we served food earlier, and I really tried to nail the open and close. All this contributed to a better response. Now, I just need to generate some business, so I can continue paying for my marketing.
Thanks for the great marketing insights, Phil. You have some great ideas that I am confident will boost my firm’s revenues!
It’s only been 2 weeks since we started marketing Phil’s HIPAA Amendment Package and we have already made $20,000 with 72 responses from only 417 letters sent out. We’ve got a lot more to send out too! We can’t thank Phil and his team for all of their hard work and help to allow us to make more money. We really appreciate all of the great advice and this product to help us service and monetize our existing client database!
There is a growing trend to treat an inherited IRA as an asset of the bankruptcy estate, which is one more reason people should be using standalone IRA Trusts.
The Ultimate Estate Planner, Inc. is not only a company offering a suite of hard to find products and services, but their customer service philosophy and desire to add value to my practice was so excellent that it is nearly unbelievable! I am a busy guy, and often hard to connect with, but Kristina Schneider kept following up with me to make sure that I got what I needed. I have no doubt that the practice growth techniques that she recommended to me during my Seminar Marketing Consultation will form the foundation of the transition of my practice from a chaotic general practice to a successful and enjoyable estate planning practice that will serve my family well for years to come. Great company, great folks, great job!
Phil’s Living Trust Seminar has provided me the tools necessary to get a very high appointment rate, and so far a very high close rate, too! Several attendees have commented that this was the best seminar that they have ever seen!
I think Phil has done a great service to the estate planning industry in developing the IRA Inheritance Trust® concept. It certainly deserves more promotion and credit than it receives! My business (and life, in general) is going quite well. Keep up the great work!