The IRA Inheritance Trust® Seminar Marketing Package – Southern California Purchaser

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Whether you’re using our IRA Inheritance Trust® legal document or some other IRA Beneficiary Trust form, one of the best ways that you can educate your clients on this unique (and relatively unknown) planning technique is to present a seminar about it. If you have a number of clients or prospective clients that you know are qualified candidates for standalone IRA Beneficiary Trusts, seminar marketing is a great tool to be able to educate, motivate and then engage these clients to do this type of planning.

Even if you don’t give seminars, having visual aids and easy-to-follow explanations and presentation techniques that hit the hot buttons of clients to get them to move forward with this planning is important!

Rather than re-invent the wheel, why not use a tested and proven seminar that’s already available and ready-to-use? Better yet, why not use a seminar that was developed and is used by the attorney that helped create this planning technique and got the IRS’ stamp of approval - - IRA Inheritance Trust® creator, Philip J. Kavesh?

You can with our IRA Inheritance Trust® Seminar Marketing Package, which comes complete with everything you will need to implement this seminar into your practice.

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Benefits of The IRA Inheritance Trust® Seminar Marketing Package

Here are just a few benefits of our IRA Inheritance Trust® Seminar Marketing Package.

  • A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
  • No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do!
  • We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
  • Our seminar has been tested and proven to work. One of the biggest benefits of our IRA Inheritance Trust® Seminar Marketing Package is that it’s been tested and proven to actually work in Mr. Kavesh’s law practice. This isn’t a seminar that he put together for the purpose of merely selling to other professionals. He put this seminar together for his law practice and has successfully implemented it to help target and close prospects and clients to engage his firm to prepare IRA Inheritance Trusts®. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
  • On-going support. It is important to us that you are successful with the products that you purchase from us, which is why you not only receive a sample seminar DVD to help train you with this product, but we are also always available for any of your questions or implementation issues that you may run into.

Don’t Give Seminars?

No problem! Not everyone likes to give seminar presentations to their clients and prospective clients. But all seminars are mini-presentations, just like you would in a one-on-one meeting. You can modify all of the items that come in this package to encourage people to contact you and set up an appointment and you can use the presentation slides as flip charts in your one-on-one meetings to help give your clients something visual to see while meeting with you!

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.

The seminar presentation comes 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.

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