“IRA Trusts have become the hottest thing in my practice.
I’ve sold hundreds of them! Thanks, Phil!”
— Albert Vacek, Estate Planning Attorney
With more low-priced Living Trust competition, fewer people motivated to do estate tax planning, and post-death administration work down, what can you offer prospects and clients to make up for lost revenues?
Maybe you’ve considered MediCaid or Elder Law planning. It’s certainly a much needed service, but requires lots of ramp up time and effort.
Wouldn’t it be nice to add a needed, valuable service that appeals to an even larger audience and which you can quickly and easily add to your Living Trust-centered practice?
The answer: A “Living Trust for Your Clients’ IRAs”TM - - the standalone IRA Beneficiary Trust. And now, thanks to the Supreme Court decision in Clark v. Rameker, IRA Beneficiary Trusts have an even better appeal.
Assuming you are up to speed on how to design
IRA Beneficiary Trusts, the issue then becomes…
How Do You Market and Sell Them?
Attorney Phil Kavesh, the inventor of “The IRA Inheritance Trust®”, whose law firm has probably sold more IRA beneficiary trusts than any other in the nation, can show you how.
Join us and our President for a special program entitled, “How to Market & Sell More IRA Beneficiary Trusts”.
On this 90-minute presentation you will learn:
- Who is the best target market for this specialized type of planning
- How to generate referrals from financial advisors, CPAs, and life insurance agents
- The 3 things you should always say when in front of a prospect or client - - so you close more engagements!
- How to handle the toughest objections that you’ll get to this type of planning, such as…
- “I’ve been told that having a Living Trust as beneficiary is good enough.”
- “Why should I care about stretchout with a Roth IRA - - the distributions are tax-free anyway.”
- “I understand IRAs are creditor and bankruptcy protected, so I don’t even need an IRA trust.”
- “I don’t have a large IRA, so why do I need this Trust?”
- “I don’t want a lot more paperwork or additional tax returns, either while I am living or for my beneficiaries after I die.”
- “My financial advisor (or IRA Custodian) says they won’t accept a Trust as beneficiary.”
- “I’ve been told to just use a Restricted Beneficiary Payout Annuity or Trusteed IRA because they’re easier and cheaper.”
- “If this IRA Beneficiary Trust is so good, why haven’t my advisors heard or told me about it?”
- And much, much more!