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Zero Estate Tax
Planning and Training
Will Help You To:
Dramatically increase your number of high net worth clients
Learn to substantially increase fees for planning
Increase insurance premiums and commisions
Learn how to eliminate competition
Become the expert other advisors bring into their high net worth cases
Learn how to avoid or win deal-killing attorney and CPA confrontations
Identify objections and be prepared with great answers
Become the expert whom attorneys and CPA's bring into their high net worth cases
Increase your knowledge and confidence in advanced estate and charitable planning techniques
Have a process that clearly spells out each of the critical steps ... and who does what
Learn how to pre-qualify your prospect's insurance buying attitudes
Have 3rd party material for clients and advisors that reinforce all of your recommendations
Have an on-demand tutorial to help you prepare for major metings
Participant Testimonials
Copyright ©2006 The Estate Advisory Group, LLC.