Testimonials |
| "I have known and respected
Hank Whiffen for many years. I recently introduced him to an
attorney in New York, who is the head of Citibank's Private
Banking/Estate Planning Division. After viewing examples of Hank's
planning, he said that he had never seen planning at that level. He
then personally introduced Hank to one of their key clients, who has
a net worth of $1.2 Billion. If you want to increase both your level
of income and also your level of professional respect, he can help
you get there." Harold Wilshinsky, CLU, ChFC, TOT Member, Past President NY State LUA |
| For a number of years I have
had an association with Hank Whiffen. Hank has been at the forefront
of the financial planning revolution, specializing in advance estate
planning. Over the years Hank has developed a proprietary software
system for working with high net worth clients to reduce or
eliminate their estate tax. Hank has been a platform speaker and a
presenter at M.D.R.T, T.O.T., AALU and other industry forums. He has
saved clients billions of dollars in federal estate taxes and has
diverted over 2 billion dollars to charities while earning a 7
figure income. Over the years, many of the industry leaders have
asked Hank to make his system and software available to others.
Hank, as Chairman of The Estate Advisory Group (TEAG), has now
retired from his practice in California and has developed a
software/training program for financial professionals who want to
move to the highest level of estate planning. This outstanding
workshop covers how to significantly reduce taxes, charge large
fees, sell more insurance, land high net worth clients and impress
their advisors. Marvin Feldman, Past President of MDRT, Past Chairman of T.O.T - More $'s For You! |
| "I thought we had the most sophisticated tools
and presentation here in New York, but this is, by far, the best
I've ever seen. This (tools and training) was very advanced, very
focused, very intense, very good. My compliments!" Jared Levy, Exec. VP, KAP Planning, AXA Advisors, New York, NY |
| "Within two weeks of attending your program I
used your material and landed a $38,000 fee, the largest I have ever
charged. You have done the best job I have ever seen of combining
the practical with the technical. I have worked with wealthy clients
and thought I understood the tax/saving techniques pretty well, but
you took us to a whole new level. Thank you, my confidence is
soaring." James (Buddy) Thomas, Superior Planning, La Jolla, CA |
| "I've nagged Hank for several years to share
his software and concepts, and he's finally done it. This is the
best stuff I've ever seen for the high-end client. Dynamite!" Victor Harbachow, Empowered Wealth Advisors Phoenix, AZ |
| "I've used the advanced techniques before, but
didn't have really effective ways to illustrate and explain them.
This exceptional program will change my business life. I can now
easily approach the top 1% of the market, and their advisors, and
double my fees. It's worth twice the cost." Jerome Timmermann, New York Life St. Louis, MO |
| "In my 7 years with Ernst & Young and 5
years with Northwestern Mutual and the Richardson Group, attending
very advanced courses for the high-end marketplace, this is by far
the best I've ever seen. Fabulous program!" Mike Doyle, CPA, The Richardson Group Milwaukee, WI |
| "I've been after Hank to share his stuff for
years. I deal with a wealthy clientele and this material has
increased my confidence and comfort level immeasurably. This is
dramatically the best package of tools I've seen in my 40 years in
this business. If you want to work with wealthy clients, this is the
best training and software in the U.S." David Kestel Potomac, MD |
| "My practice has been very successful, but
this program will take me to a higher level. It's one thing to know
the 'what' - but quite another thing to know the 'how', and to have
state-of-the-art tools and presentation materials that go well
beyond that which is considered 'advanced' on the street. This truly
addresses the top 1/10 of 1% of the market." John Homer, CLU, ChFC Salt Lake City, UT |
| "This is the software, tools and training
we've needed to take our planning to the highest level. Each day was
packed with outstanding material and very impressive, user-friendly
software. Helps communicate complex issues in easy-to-understand
ways." Joan McClune, Heritage Advisors Boise, ID |
| "I'm so excited I can hardly wait to get back
home and put this material into my practice. This has helped me to
gain much more knowledge and confidence in the area of estate
planning and will help to open doors that were previously closed." Bill Rose Denver, CO |
| "This program is very exciting. The software
and training have increased my confidence significantly in what I
can do, what I say, and what I show." Darren Josephson, Lincoln Financial Advisors Idaho Falls, ID |
| "Having attended other very advanced programs,
I still didn't have all the tools I needed for very high-end
prospects and clients. This program had it all and turned on lights
for me, by addressing both the tax saving areas as well as the
family values issues. It's the best program in the U.S. for reaching
and then solving the needs of the wealthy client." JR Knight, CFP, Legacy Advisors Centerville, UT |
| "The Estate Advisory Group's financial/estate
analysis system is the finest program of is kind that I've seen in
my 50+ years in this business. I was deeply impressed and frankly
amazed at the total candor and open sharing of valuable concepts,
case studies, stories, techniques and software. This experience has
been extremely worthwhile and will be of great value to our
organization for many years to come." Rulon Rasmussen, CLU Past President, MDRT |
| "After 29 years of industry experience with a
top company, I am currently an agency manager with 50 agents. Four
of my agents and I attended the TEAG workshop in May. We had an
outstanding experience as we sat at the feet of true professionals
and learned very advanced aspects of estate planning for high net
worth people. We also learned great sales techniques that apply to
virtually all sales interviews. I found it to be one of the finest
training workshops I have ever attended. The concepts and methods
presented are truly unique. My vision has been expanded in such
things as high fee income, increased professionalism, and answers to
problems that I felt previously were unsolvable. It has given me
much greater confidence in working in the wealthy marketplace. I
highly recommend to anyone working in the high net worth market, or
anyone who would like to get there, to enroll in this program. " Jay Sitterud, CLU, ChFC Midvale, Utah |
