“How to Explain & Sell More Dynasty Trusts” CD

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It can be difficult to sell such complex planning such as Dynasty Trusts to clients. Whether you’re an attorney, financial advisor, CPA or life insurance agent, it’s helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you.

This CD contains the recording of a 2012 interview with one of the nation’s leading estate planning and asset protection attorneys. He role plays how he explains Dynasty Trusts to the client, while also handling some of their toughest objections.

What’s Included with the “How to Market & Explain Dynasty Trusts” CD?

You will receive an audio CD of an entertaining one-on-one sales interview conducted in 2012 between Ultimate Estate Planner President, Philip J. Kavesh, Esq. and Steve Oshins on how to market, sell and explain Dynasty Trusts.

Duration: Approximately 18 minutes

NOTE: This CD is a part of the complete Steve Oshins Dynasty Trust Marketing & Sales Kit. If you purchase this CD, you can upgrade your purchase to the complete Steve Oshins Dynasty Trust Marketing & Sales Kit later on. To do so, please call us at 1-866-754-6477 or e-mail orders@ultimateestateplanner.com

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