We are happy to see that you’ve already made one of the most difficult steps towards implementation. We hope that you will continue to use this product in your practice.
And, as always, if you have any questions or need any assistance, do not hesitate to contact us at 1-866-754-6477 or by e-mail at info@ultimateestateplanner.com.
By the way, if you weren’t already aware, we have a number of other products that relate to our IRA Inheritance Trust® that might also be helpful to you in your implementation and the marketing and selling this trust strategy to your clients.