The Unique (and Little-Known) IRA Inheritance Trust® Continuing Education 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 market this unique planning technique and gather more clients is to educate your local referral sources and let them know that you have this planning strategy available. Some of the best and untapped resources for qualified IRA Beneficiary Trust clients are your local referral sources, so why not be the one to educate and inform them of this relatively unknown strategy so that they can better service their clients and you can generate some new business?

And 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 used by the attorney that created this planning technique and got the IRS’ stamp of approval - - IRA Inheritance Trust® creator, Philip J. Kavesh? Now you can!

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Benefits of the IRA Inheritance Trust® CE Seminar Marketing Package for Professionals

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

  • 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 and start marketing their services to all of your potential referral sources!
  • 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® CE Seminar Marketing Package for Professionals 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. 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 all of the necessary seminar tools to properly implement this product, but we are also always available for any of your questions or implementation issues that you may run into.

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 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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