What We Do
"Wealth Cycles" Consumer Newsletter Next

This powerful marketing tool can be just what you need to keep your name in front of past clients, new prospects, rainmakers, opinion leaders, journalists and others in a position to help your business grow. Issued quarterly, and featuring a fully customized back page with information about you and your law practice, this two-color, beautifully designed consumer newsletter will make a lasting positive impression for you.

Bonus: With your first order, you'll receive a free 20-page guide: How to Use Newsletters to Enhance Your Business.

Bonus: Pay for one full year's subscription in advance and free of charge, we'll automatically enroll you in our Rainmaker Fax Newsletter program. Each month, you'll receive text and a MS Word fax template for a timely, informative fax newsletter geared toward financial advisors. Use the Rainmaker Fax Newsletter regularly, and watch your qualified client referrals from Rainmakers grow exponentially. And to help you get the most out of this valuable program, we'll even provide you with essential marketing tools also free of charge!

Quantity Price
500 $450.00
1,000 $475.00
1,500 $525.00
2,000 $575.00
3,000 $675.00
5,000 $875.00
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Co State Tax (Where App'l): 6.5%
Personalization (Per Order): $100.00
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"Fifteen Secrets to Successful Estate Planning" Seminar Handout Next

If present seminars on estate planning . . . especially if you emphasis the living trust . . . then this handout is a must! It clearly and convincingly sets forth the basic problems of estate planning and shows how the living trust can solve them. Can be personalized with your biography, even your photo. Includes two provocative checklists: "The Warning Signs that Your Estate Plan May Be Out of Date," and "What Are Your Estate Planning Goals?"

Get the greatest mileage out of this marketing tool by also using it as a:

  • "Premium" or free gift for those who attend first-consultations.

  • Free offer in your direct mail solicitations.

  • Marketing tool with journalists, opinion leaders and rainmakers.

Quantity Price
1 - 10 $4.95 each
11 - 100 $3.75 each
101-500 $3.00 each
500+ $2.25 each
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Personalization (Per Order): $100.00
Shipping/handling: $25.00
Subtotal: $
"The 24 Secrets to Successful Estate Planning" Estate Planning Booklet Next

This expanded version of the basic seminar handout covers all the essential topics of estate planning: from joint tenancy, to estate taxes, to living trusts, to the ILIT, CRT and FLP. As a special added feature, it includes several worksheets and questionnaires for clients to fill out, such as "What Are Your Estate Planning Goals?" "How to Compute Your Estate Taxes," and "Getting Started on Your Estate Plan." If you present estate planning seminars . . . whether on the basics or advanced planning strategies . . . this is the only handout you need. Can be personalized with your biography, even your photo.

This comprehensive 38-page booklet is as versatile as it is complete. Use it not only as a "premium" for your seminars, but also as a:

  • Free gift for those who attend first-consultations.

  • Free offer in your direct mail solicitations.

  • Marketing tool with journalists, opinion leaders and rainmakers.

Quantity Price
1 - 10 $6.95 each
11 - 100 $6.00 each
101-500 $5.25 each
500+ $4.00 each
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Co State Tax (Where App'l): 6.5%
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Trust Document Binders Next

Present your clients with their completed estate planning documents in a luxurious padded and debossed binder that doesn't cost a fortune but makes a rich impression. Made of attractive yet durable castillian expanded vinyl and available in several classic colors.

Quantity Size Price
250 1" Binder $8.25 each
  1 1/2" Binder $9.35 each
  2" Binder $10.00 each

500 1" Binder $7.00 each
  1 1/2" Binder $8.00 each
  2" Binder $9.00 each

1000 1" Binder $6.50 each
  1 1/2" Binder $7.50 each
  2" Binder $8.50 each
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Minimum Order 250
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Co State Tax (Where App'l): 6.5%
Die Charge (initial order only): $165.00
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Seminar Presentation Programs Next

You've no doubt seen other seminars before . . . But these programs are among the best of the best. With strong graphics, short, punchy phrases, and memorable, amusing illustrations, these slides will enhance your effectiveness, not compete with you, the speaker. Plus, each program includes a highly effective "close" to help you turn your audience of prospects into an office full of clients. Entertaining, compelling, and motivational, chose any one of these programs and set yourself head-and-shoulders any other seminar presenters in your community.

Whether you present basic estate planning seminars to the public, advanced planning seminars to private groups, or training programs on estate planning principles for financial advisors, we've got a comprehensive seminar script/slide package for you.

Note: The slides may be customized for information specific to your firm and your locality at a cost of $50.00 per slide. We will contact you regarding these customizations after you place your order, or you may request more information by clicking here.

Seminar Presentation Programs:
Basic Living Trust Seminar
Next

Featuring "Bill and Mary," an average couple experiencing the average problems of failing to plan, this program demonstrates in heart-felt terms how much benefit families can derive from living-trust based planning. Can be personalized with your information and state-specific facts. This seminar has been approved by the compliance department of a major securities firm.

85 Slides with script $695.00

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Seminar Presentation Programs:
Basic Estate Planning Seminar
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When you want to stress the broad range of problems that occur when a couple fails to plan, here's a powerful program that also features "Bill and Mary," and the children who will have to try and pick up the pieces if they don't plan properly. More comprehensive than the basic program, this seminar features what one seasoned estate planning attorney and seminar-presenter called, "the best graphic explanation of an A/B trust ever."

85 Slides with script $695.00

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Seminar Presentation Programs:
Charitable Remainder Trust Seminar
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Clients of financial advisors are often ideal prospects for charitable planning. In many cases, that means the CRT and ILIT. With this seminar program, we'll not only provide you with a beautiful, accurate, and compelling seminar on the problems of appreciated assets and the estate planning goals that the CRT and ILIT help solve, we'll also include a marketing kit that helps you use this powerful program in collaborative marketing ventures with successful financial advisors in your community. This seminar has been approved by the compliance department of a major securities firm.

75 Slides with script $695.00

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Co State Tax (Where App'l): 6.5%
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Seminar Presentation Programs:
Comprehensive Estate Planning Seminar
Next

Whether you present comprehensive estate planning seminars for affluent clients, the general public or financial advisors, this is the best foundation for your efforts. With an introduction into the basic goals of estate planning -- including the most common problems it seeks to solve -- this program reviews the basics of estate taxes, the Unlimited Marital Deduction, the Unified Tax Credit and Gifting. It then explores all the most common estate planning options . . . aside from doing nothing! . . . including the living trust, the Charitable Remainder Trust, the Irrevocable Life Insurance Trust, and the Family Limited Partnership. This program has been used with great success with the affluent clients of one of the top three brokerage firms in the country!

120 Slides with script $995.00

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Seminar Presentation Programs:
SPECIAL OFFER!
Next

You can have the right program for any audience at any time, if you buy all four . . . and you'll only pay $1995.00 for the entire set of four.

Four Seminar Programs:

  • Basic living trust

  • Basic estate planning

  • Charitable Remainder Trust

  • Comprehensive Estate Planning

ALL FOUR $1,995.00
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The Supersuasion Super Sampler  
Try a Super Sampler!

For $99.00, plus shipping of $15 (And CO tax where applicable), we'll send you a sampler of the following goodies:

  • Wealth Cycles newsletter

  • Rainmaker Fax Newsletter

  • "15 Secrets of Successful Estate Planning"

  • "The 24 Secrets of Successful Estate Planning"

  • Printouts of sample slides and scripts from each of our seminar programs . . .

  • And . . . our 30-Page Marketing Business Development Analysis Workbook, to start you thinking about ways you might enhance your business and become a more successful estate planner.

Then, if you decide to buy any of our products within 30 days of placing your Super Sampler order, will apply your $99.00 fee as a credit toward your order total.

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