1. 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.

5. Sales & Recruiting Strategies

6. Identify The Need

7. Use Marketing Materials

8. Over-coming objections

9. Just registering the client
Closing the sale Vs
Just registering the client

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

11. NetLaw as a recruiting tool!

12. Success Stories

13. 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.

14. 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.

16. NetLaw exists to help people protect their family, their health and their legacy with easy online estate planning.
Step6.netlawinc.com