Good afternoon. We are excited to have you here

Slides:



Advertisements
Similar presentations
Estate Planning Beginnings Estate Planning Beginnings Estate Planning Workshop: ADDing Value to all the stages of your life Securing your future while.
Advertisements

THE FAMILY ESTATE PLANNING TRUST A TRUST DESIGNED TO SAFEGUARD ASSETS FROM A NURSING HOME. Even if I enter a nursing home someday, I want to be able to.
The 3 P’s Mike Wernli VP of Sales Tribute Direct.
Training Guide Step 6 A Platform for Success.
USAA.COM Estate Planning Basics June 28, 2011 Joseph “J.J.” Montanaro CERTIFIED FINANCIAL PLANNER ™
A NexGen Tax Primer: Life Insurance & Tax Efficient Wealth Planning With Dale Durand, VP, Estate & Tax Planning.
A Special Webinar on the ESTATE TRUST You’ll Learn How to Help your clients protect money from the Medicaid Spend- down by planning now with you. This.
THE HOME OF THE PROFESSIONAL ADVISER Relevant Life Plans – Put Life Cover On Expenses Legal & General.
FOR BROKER/DEALER AND GENERAL AGENT USE ONLY.1 Gifting Using Gifting to discover the power of lifetime giving Manulife Financial and the block design are.
FOR GENERAL AGENT USE ONLY1 Capital Maximization Strategy (CMS) for Premium Financing Manulife Financial and the block design are registered service marks.
FundingPro  Trust Funding Software System Advanced Planning Solutions, LLC (877) 891-FUND © 2003 Advanced Planning Solutions,
Assurant Self-Funded Program Joe Simpson-Sales Representative
SettlementPro  Trust Settlement Software System Advanced Planning Solutions, LLC (877) 891-FUND © 2002 Advanced Planning Solutions,
For Producer Use Only. Not to be Used with Existing or Prospective Customers. A3RB E2 Field Office Personalization Here Multigenerational Legacy.
Creating a Family Legacy with Life Insurance John Bledsoe
INCENTIVE MARKETING MADE EASY Personal Relationships With Your Merchants.
Living Trust Probate Avoidance Estate Preservation Peace of Mind.
Carlson & Copeland, PLLC Attorney Patrick R. Carlson.
Estate Planning Presented by Richard Rizzo, CPA CA Tax Partner June 6, 2016.
Learning Objective # 4 Appraise various types of trusts and estates. LO#4.
Cornerstone Estate Planning Your Will Be Done Your Will Be Done..
Estate Planning Kim Scouller
Len Tillem & Associates
Protect Your Wealth & Health
Protect Your Wealth & Health
Protect Your Wealth & Health
Effective Delivery of Small Group Level Funded Plans
Personal Finance Estate Planning
Estate Planning Basics
Annual Employee Benefit Meeting
Employee Benefit Open Enrollment
Creating a Legacy through life insurance
By Jingang Xu (internal training use for Anna Li’s team only)
Basic Knowledge Of A Will
GENERATION SKIPPING TRANSFER TAX
Avoiding Probate & MAKING YOUR ESTATE EFFECTIVE
ESTATE PLANNING UPDATE Spring 2013
Duke University & Health System
By: Paula Ferreira Montoya, Esq.
An Exciting New Service
Good afternoon. We are excited to have you here
INVEST Trust Services Trust School 101.
Introducing My legacy ESTATE TRANSFER CARD (ETC) A cashless estate transfer service.
Good afternoon. We are excited to have you here
SMITH PROPERTY & INVESTMENTS A Private Entity
Good afternoon. We are excited to have you here
Estate Protection using Life Insurance
Good afternoon. We are excited to have you here
To Your Health Savings Account (HSA)
Planning for Success Prudential Financial Planning Services presents:
CrossXing Revised 6/30/16 HCB00480.
BRIDGE FROM GUL TO IUL TRAINING SERIES: Paying less than GUL premium How about more for less with IUL? Read Slide Policies issued by American General.
Financial AND ESTATE Planning for YOUNG PROFESSIONALS
TRANSITION Critical Illness Insurance Personalized Complete Affordable
How and why using a script works
STAY AHEAD Basics of Estate Planning of Work-Life Challenges
Good afternoon. We are excited to have you here
The NetLaw Difference That Makes a Difference
Client Service Standard of Care
What you don’t know can hurt you! A NetLaw Webinar
Marketing Bequests – and Beyond
Protecting Families, Finances, and Your Future
WTIA FSA/HSA Plan Implementations Webinar
RETIREMENT | SECOND HALF 3rd quarter
John McCain: Exit Exactly Right!
Estate Planning Basics
Presented by: Daniela Lungu Attorney at Law
FCH Trust Alternative.
Professional mortgage protection
Protecting Your Loved Ones Assets in the Event of Incapacity or Death
Presentation transcript:

Good afternoon. We are excited to have you here Good afternoon! We are excited to have you here! If you’re a weekly attendee, thank you for joining us again! If this is your first webinar, welcome! We hope you find this information useful and we look forward to your feedback. We will begin with a quick recap of NetLaw. NetLaw removes the unpleasantness of death and disability planning with world-class technology that combines the nation’s leading estate planning attorneys with an award winning, cloud-based solution.

Sales & Recruiting Strategies

Identify The Need

Use Marketing Materials

Over-coming objections

Just registering the client Closing the sale Vs Just registering the client

NetLaw prospects for you! Once closed… NetLaw prospects for you!

NetLaw as a recruiting tool!

Success Stories

Step 6: Preserve Your Wealth Premium Estate Planning Package with Probate Avoidance Will (including trusts for children/grandchildren) Probate Avoidance Living Trust (includes a guide for funding your Living Trust) Power of Attorney Medical Power of Attorney Living Will/Advance Directives HIPAA Authorization LifeVault Access to national network of estate planning attorneys Spouse documents included at no additional cost Thank you, Charlsey! Now let’s discuss your partnership with NetLaw.   SMART guide provides interview type input Comprehensive product that generates the essential state compliant documents most needed No hidden fees- one price covers you and your spouse Cloud based LifeVault allows you to update and access documents anywhere anytime Fees:   From there, your client will pay $8 per month beginning in month 13, to maintain the ability to have unlimited changes and document storage. This is an optional fee. The client does not have to continue to pay after the first year if the client does not wish to continue the service. However, the client will still have access to documents in their vault, but will no longer have the ability to make changes or add new documents to the vault. We offer a 60 day grace period. There is no cost to reinstate during the first 60 days after your account is inactive. Between 3 to 6 months, there is a $79 reinstatement fee and then $8 per month thereafter to keep the account active. Over 6 months, there is a $250 reinstatement fee and then $8 per month thereafter to keep the account active.

Step 6: Preserve Your Wealth Irrevocable Life Insurance Trust Change of Owner & Beneficiary Instructions Sample Notice Letters Instructions on Obtaining Tax ID # LifeVault Access to national network of estate planning attorneys Spouse documents included at no additional cost Thank you, Charlsey! Now let’s discuss your partnership with NetLaw.   SMART guide provides interview type input Comprehensive product that generates the essential state compliant documents most needed No hidden fees- one price covers you and your spouse Cloud based LifeVault allows you to update and access documents anywhere anytime Fees:   From there, your client will pay $8 per month beginning in month 13, to maintain the ability to have unlimited changes and document storage. This is an optional fee. The client does not have to continue to pay after the first year if the client does not wish to continue the service. However, the client will still have access to documents in their vault, but will no longer have the ability to make changes or add new documents to the vault. We offer a 60 day grace period. There is no cost to reinstate during the first 60 days after your account is inactive. Between 3 to 6 months, there is a $79 reinstatement fee and then $8 per month thereafter to keep the account active. Over 6 months, there is a $250 reinstatement fee and then $8 per month thereafter to keep the account active.

NetLaw exists to help people protect their family, their health and their legacy with easy online estate planning. Step6.netlawinc.com Support@netlawinc.com 1-888-604-4789