The IRA Inheritance Trust® Seminar Marketing Package

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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.

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.


  1. Mark Perkins, J.D.

    We used Phil’s IRA Trust Seminar for our clients and it was a HUGE hit! We made 25 appointments and now I’m starting to do IRA Trusts. Thank you for making this stuff available. Your materials are great!

  2. Rick Law, Attorney

    A huge thanks to Phil for making these materials available. We are making a lot of money right now utilizing his IRA Inheritance Trust®.

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We currently do not license this complete seminar marketing package 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, we have created a special Southern California Package of the IRA Inheritance Trust® Seminar Marketing Package.  For more information about this product and what it includes, click here.