Quick-Read
Brochures
Special
Reports
PowerPoint Presentations
Client Newsletters
Understanding
Living Trusts©
Book
Business
Boosting Kits
Include
latest tax changes!
Easy-to-read Q & A format will save you hours
of time explaining the basics. Great for one-on-one
meetings, mailings and seminar handouts. Topics
include: Living Trusts, Estate Taxes, IRA
Beneficiaries, Charitable Remainder Trusts,
Corporate Trustees, Life Insurance Trusts, Funding
Your Living Trust and Sucessor Trustee. Can be
imprinted w/your name and logo.
More
Information
Convert
prospects into clients with these exclusive
materials.
Great for meetings and seminars. Topics include:
Understanding Estate Planning & Living Trusts
(16pp), and our Financial Organizer (6 pp).
More
Information
Include
latest tax changes!
Save time by speaking to 25, 50, 100 prospects or
more in the time-frame of a single appointment!
Available in PowerPoint CD-Rom.
Topics include: Estate Planning and Living Trusts,
Estate Taxes, Charitable Remainder Trusts, and IRA
Beneficiaries. All include scripts and marketing
guide.
More
Information
New quarterly client newsletters (email and print versions) in development for second quarter.
Our
bestseller. Over 350,000 copies sold!
Updated version in production now! Place your order today and be among the first to have this latest version.
(Imprinting available on press runs. Call 800-728-2665 for details.)
"America's best book on Living
Trusts…extremely easy to read…no
legalese." Promotes using professionals
(discourages the do-it-yourselfer). Great for
training staff, seminar give-aways, coffee tables,
gifts to affluent clients. Opens dialogue and
significantly cuts the time you spend explaining
and persuading.
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Information
Not
sure what to order? Order
this!
Includes a copy of all our quick-read brochures,
all four multi-media PowerPoint presentations (in
demo form), excerpts from our book, "Understanding
Living Trusts®" and more. Find out how to save
time and educate your clients/prospects with prints
products and the Internet.
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Information