Course Content

Comprehensive Estate and Charitable Planning

  • Cutting edge legal strategies to zero-out the estate tax
  • Leveraging estate tax exemptions
  • High-end, advanced charitable techniques
  • Perpetuating family wealth including values and relationships
  • Comprehensive and user-friendly software with compelling presentation materials
  • Business succession, Qualified Plan and income tax saving planning ideas
  • How to maximize the use of insurance products to solve estate problems
  • Benefits

  • Substantially increase your fee and commission income
  • Be recognized as one of the premier estate planners for high net worth clients in the nation
  • Exclusive personalized premier software and user guide
  • 24/7 Web Training
  • Teleconference support for commonly asked e-mail questions
  • Changes of tax laws and techniques regularly updated in software and presentation materials
  • Ability to deal with attorneys and CPA's on a win-win basis, generating significant numbers of cases with wealthy clients
  • You will be shown how to charge substantial fees and be able to project tax savings of 100:1 (tax savings:fees)
  • Details Participant Testimonials
     

    Copyright 2005 The Estate Advisory Group, Inc.