Estate Conservation

Estate Conservation helps you educate clients and prospects about the need for careful action when it comes to managing an estate. The seminar explains new federal estate tax provisions and illustrates the problems, delays, and expenses that often accompany intestacy and probate. The seminar explains estate distribution techniques, including wills, trusts, and charitable giving.

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Presentation

Workbook

Image List

System Components

  • 76 full-color presentation images with sourced scripts
  • A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
  • Access to result-producing dining invitations, letters and wave direct-mail packages
  • 20-page, 4-color, personalized participant workbook
  • Evaluation form
  • FINRA reviewed
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