Showing all 3 results

  • Financial Planning

    Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys

    $25.00

    Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis

    Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’

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  • Financial Planning

    Secrets From The Boardroom? Trusts & Public Mutual Funds for ICAs

    $25.00

    You’re helping your wealthiest clients and prospects plan their future. What’s really happening in the investment business? Expose the trust about “no load” mutual funds. Did you know you can pay fees based on results? Help those with piles of muni bonds understand and avoid the train wreck. Also understand what the buzz is about Nevada Trusts. Hear ways to bond with your clients in a very personal way for generations. Help them pass on more than just money – pass morals and values. Secure YOUR seat at the table for generations.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Click play to watch a short video on ‘Secrets From The Boardroom? Trusts & Public Mutual Funds’

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  • Asset Protection

    And the Winner Is . . . Nevada?

    $25.00

    Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Jeffrey Dunham and Jeffrey Burr, Esq.

    Click play to watch a short video about ‘And the Winner Is … Nevada?’

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