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This program educates and motivates prospects to take action with regard to their estate planning. Disturbing the complacency of your prospects – so they will want a revised will, living trust, etc. – can produce meaningful planned gifts and bequests. The program consists of:
• An offering brochure with a response coupon;
• Five lessons with a quiz after each lesson;
• Personal Affairs Record booklet
Your name, logo and contact information appear in each lesson. We can use your photos, and you choose the color.
To see samples and receive pricing information, please complete the form below:
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We protect your privacy. Your contact information will not be sold or shared with any third party companies or entities.
Electronic Publications currently available:
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