Kyle Speaks Out on Special Needs Planning

See and hear what Kyle Krull, Esq., has to say about Special Needs Planning, and the new IMS marketing support program on our website: http://www.estateplanningpartners.com

This comprehensive marketing campaign is designed to get you in front of families, health care providers, and financial advisors with a targeted message about special needs estate planning. The package includes:

1. Consumer Workshop -- designed for families and health care providers, this full-color Power Point workshop is personalized for your law firm, and comes complete with a sample attorney-written script.
   
2. Financial Advisor Workshop -- this workshop is perfect to educate financial advisors about special needs estate planning, including answering the inevitable "what's in it for me?" questions. Again, this is a full-color Power Point workshop, personalized for your law firm, and complete with an attorney-written script (written by our company president, Kyle Krull).
   
   Topics covered in the workshops include:
   
   • What is Special Needs Estate Planning?
   •  Overview of the planning process
   •  The Letter of Intent
   •  Explanation of Trust Terms and Trust Planning
   •  Protecting Your Options .... and more!
   
   
3. Personalized Special Needs brochure -- included in your package is a personalized, full-color, ready-to-print special needs brochure. Use this brochure as a hand-out at your workshops, or as a follow-up mailer. Print it on your office color printer, or upload the digital file to an online printer and have them shipped in quantity to you. Print as many or as a few as you need -- as you need them.
   
4. Workshop Planning Guide - this short insight planning guide includes our best tips, gathered from more than two decades and hundreds of successful workshops for setting goals, establishing a budget, etc.
   
5. Sample Follow-Up Letter
6. Tracking Form -- track your revenue, capture all of your expenses and evaluate your progress.
7. Workshop Hand-Out -- This is the KEY to turning your workshops into successful marketing campaigns. The hand-out form includes a consultation request, interests indicator, and a check-box for your attendees to subscribe to your e-newsletter for continued drip-marketing.

For complete details, visit our website or call James or Michael toll-free at 1-877-352-2021. They will be happy to send you samples, and get you that $300 savings this week.