We are pleased to announce a very special product offer to help you kick-start your IRA Beneficiary Trust marketing efforts!
The IRA Inheritance Trust®
Seminar Marketing Bundle Package
With this bundle, you will get two of our IRA Trust seminars for the price of one! The first seminar package is our IRA Inheritance Trust Seminar Marketing Package for Prospects & Clients. This seminar is a great tool to not only market to your existing clients, but also any client prospects that you might get from referral sources. And, even if you don’t have an interest in giving a seminar presentation for consumers, it is a huge asset to have in your one-on-one meetings. This seminar package includes PowerPoint presentation slides, as well as a script for you to follow so that you can learn how to explain this unique IRA Inheritance Trust® planning concept in a way that motivates clients and prospects to move forward!
The second seminar is our Unique (and Little-Known) IRA Inheritance Trust Continuing Education Seminar Marketing Package for Professionals & Referral Sources. This is a seminar geared for your referral sources—CPAs, financial advisors, life insurance agents, and other attorneys. This seminar is a bit more technical and shows each advisor the reasons why the IRA Trust planning concept would benefit their clients and ultimately generate further business for them. At the conclusion of the seminar, there is a call to action for your referral sources to work with you, whether it’s doing a private seminar for their clients on the IRA Trust concept, direct client referrals, and much more!
This is the perfect bundle package to save you a lot of time and money in developing these materials yourself and will give you everything that you need to be successful in marketing and selling more IRA Beneficiary Trusts!
What’s Included in the The IRA Inheritance Trust® Seminar Marketing Package?
The IRA Inheritance Trust® Seminar Marketing Package comes with the following items:
- Seminar PowerPoint Presentation with over 65 slides to help educate and inform clients and prospective clients about this unique planning technique and help build up the value of doing this planning, which will then motivate them to engage you.
- Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that motivate clients and prospects to get this trust!
- Seminar Marketing Materials featuring a variety of direct mail pieces, flyers and newspaper advertisements that have been used to drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline and response form to help attendees follow along. Also includes other seminar handouts and flyers, along with suggestions for handouts to include.
- Appointment Booking Tools including a discount certificate to help incentivize and motivate people to schedule appointments and appointment cards to help make the appointment scheduling process go over smoothly and efficiently.
- Sample Seminar DVD of Philip Kavesh giving the presentation. You can learn directly from the expert on how to give our IRA Inheritance Trust® seminar.
What’s Included in the IRA Inheritance Trust® CE Seminar Marketing Package for Professionals?
The IRA Inheritance Trust® CE Seminar Marketing Package for Professionals comes with the following items:
- Seminar PowerPoint Presentation with over 45 slides to help educate and inform your local professional referral sources about this unique planning strategy and get them on board to start referring you new client business!
- Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that hits all of the hot buttons for advisors.
- Direct Mail Marketing Materials featuring a direct mail flyer piece and newsletter piece that is used to drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline, response form and various IRA Beneficiary Trust related articles.
- Continuing Education Credit Forms & Tools including guidance on providing continuing education to professionals for attendance, plus Certificate of Attendance and Sign-In Sheet tools to use to help provide credit.
The seminar presentations come in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.
The Direct Mail Marketing Materials included in this seminar marketing package are not available to purchasers located and practicing in Southern California (particularly the Los Angeles and Orange County area). This seminar was developed by Phil Kavesh and his law firm, which is located and services the LA and OC areas. To protect its own interests, as well as yours, your product order will not include the marketing materials.
We have a Southern California Seminar Marketing Package which is regularly discounted. However, there are no additional discounts to the Southern California Seminar Marketing Package.