Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity
June 21, 2016
Handling the Sale of a Business
June 24, 2016
Long Term Care – Where We’ve Been, Where We Are, and Where We’re Going
$25.00
Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning — it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M & Teri A. Olsen, President, LTC Expert
Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning — it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M & Teri A. Olsen, President, LTC Expert
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Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Check out the short video below to learn more about 'Expectation Marketing'
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Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
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And the Winner Is . . . Nevada?
$25.00Nevada 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?’
