LEARN HOW TO USE AND IMPLEMENT OUR WEALTH TRANSFER MARKETING PLATFORM TO INCREASE SALES

Here's an overview of what will be discussed during our Wealth Transfer Tour:
  1. How to use this client video to increase sales during meetings and seminars
  2. Incorporating our client handouts as gifts
  3. Using the corresponding client questionnaires and fact-finders 
  4. How to use the information from the questionnaires to address their needs
  5. All of the client material that's included in our kit
Schedule your tour and receive our consumer guide titled, "Wealth Transfer Using Single Premium Life"

​Our Consumer Guide Shows Clients How To:
  • Avoid the “tax time bomb”
  • Increase the size of their estate and transfer wealth in a tax efficient manner
  • What products are designed for wealth transfer
  • Protect their beneficiaries from being bumped up into a higher tax bracket
Schedule Your Tour And Download Our Wealth Transfer Consumer Guide 
Schedule Your Tour