Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

The 2012 LLC Marketing & Sales Kit

The 2012 Completed Gift DAPT Marketing & Sales Kit

The 2012 Installment Sale Marketing & Sales Kit

The 2012 DAPT Marketing & Sales Kit

The 2012 Dynasty Trust Marketing & Sales Kit

The 2012 GRAT Marketing & Sales Kit

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

Personal Consultation with Attorney Philip Kavesh

The Ultimate Estate Planning Seminar Marketing Starter Kit

Seminar Marketing Consultation

Step-By-Step Guide to The Client Referral Process

The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events

Seminar Response Form

Seminar Discount Certificate

Seminar Appointment Booking Reminder Cards

Seminar Handout: Federal Estate Tax Chart

Seminar Handout: Uniform Distribution Table

Corporate & Private Group Seminar Training Package

The A to Z Guide to Seminar Marketing for Estate Planners