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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.