ITS Training
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ITS Training
When You Use Integrated Trust Systems - ITS
What’$ In It For You?
When You Use Integrated Trust Systems - ITS
Over 20 Years
Experience!
What’$ In It For You?
When You Use Integrated Trust Systems - ITS
Over 20 Years
Experience!
15,000Estate Plans!
What’$ In It For You?
When You Use Integrated Trust Systems - ITS
Over 20 Years
Experience!
15,000Estate Plans!
NationalAttorney Network!
What’$ In It For You?
NATIONAL SURVEYS TELL US:
Over 50% of adult Americans do not have a Will; only
21% have a Trust
NATIONAL SURVEYS TELL US:
Over 50% of adult Americans do not have a Will; only
21% have a Trust
MOST PEOPLE:
NATIONAL SURVEYS TELL US:
Over 50% of adult Americans do not have a Will; only
21% have a Trust
MOST PEOPLE:
Don’t understand how estate planning works
NATIONAL SURVEYS TELL US:
Over 50% of adult Americans do not have a Will; only
21% have a Trust
MOST PEOPLE:
Don’t understand how estate planning works
Think estate planning is too expensive
NATIONAL SURVEYS TELL US:
Over 50% of adult Americans do not have a Will; only
21% have a Trust
MOST PEOPLE:
Don’t understand how estate planning works
Think estate planning is too expensive
Can’t seem to find anyone that will help them
THIS IS A GREAT OPPORTUNITY FOR YOU!
THIS IS A GREAT OPPORTUNITY FOR YOU!
Financial Advisors who assist their clients with Estate Planning tell us they:
THIS IS A GREAT OPPORTUNITY FOR YOU!
Financial Advisors who assist their clients with Estate Planning tell us they:
Have a marketing edge for other products
THIS IS A GREAT OPPORTUNITY FOR YOU!
Financial Advisors who assist their clients with Estate Planning tell us they:
Have a marketing edge for other products
Can maintain control of assets they manage
THIS IS A GREAT OPPORTUNITY FOR YOU!
Financial Advisors who assist their clients with Estate Planning tell us they:
Have a marketing edge for other products
Can maintain control of assets they manage
Gain greater prestige with their clients
THIS IS A GREAT OPPORTUNITY FOR YOU!
Get more client referrals
Financial Advisors who assist their clients with Estate Planning tell us they:
Have a marketing edge for other products
Can maintain control of assets they manage
Gain greater prestige with their clients
THIS IS A GREAT OPPORTUNITY FOR YOU!
Get more client referrals
Financial Advisors who assist their clients with Estate Planning tell us they:
Have a marketing edge for other products
Can maintain control of assets they manage
Gain greater prestige with their clients
May receive additional monetary compensation
WE SOLVE YOURBIGGEST HURDLE!
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
ITS gives you credibility – Proven legal protocol
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
ITS gives you credibility – Proven legal protocol
ITS makes all the difference – It’s ten times easier to use
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
ITS gives you credibility – Proven legal protocol
ITS makes all the difference – It’s ten times easier to use
ITS offers two pricing models – Regular & Lite
WE SOLVE YOURBIGGEST HURDLE!
The biggest hurdle to using the ITS system has been the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
ITS gives you credibility – Proven legal protocol
ITS makes all the difference – It’s ten times easier to use
ITS offers two pricing models – Regular & Lite
ITS provides you confidence – To take action today!
All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
All You Need to Do!
If they are not sure why they need these
Ask Clients if they have Estate Plan: Will or Trust
All You Need to Do!
If they are not sure why they need these
Explain how these work
Ask Clients if they have Estate Plan: Will or Trust
All You Need to Do!
If they are not sure why they need these
Explain how these work . . . OR
Ask Clients if they have Estate Plan: Will or Trust
All You Need to Do!
If they are not sure why they need these
Explain how these work . . . OR
Ask Clients if they have Estate Plan: Will or Trust
Send them to: www.basicestateplanningconcepts.com ~ to watch a video explaining basic estate planning ~
All You Need to Do!
When clients watch this video, most will get a clear understanding of several basic components of the Estate Planning process:
When clients watch this video, most will get a clear understanding of several basic components of the Estate Planning process:
Usually, clients will want to know the next step
Now, tell clients, “I can help you get started.”
Complete three page ICDQ – Initial Client Data Questionnaire
Now, tell clients, “I can help you get started.”
Complete three page ICDQ – Initial Client Data Questionnaire
Now, tell clients, “I can help you get started.”
Complete three page ICDQ – Initial Client Data Questionnaire
Now, tell clients, “I can help you get started.”
Info you collect is preliminary and fundamental
Call Alliance Coach [AC] to go over ICDQ that you filled out
AC develops initial price quote based on ICDQ info you collect
Call Alliance Coach [AC] to go over ICDQ that you filled out
AC develops initial price quote based on ICDQ info you collect
Call Alliance Coach [AC] to go over ICDQ that you filled out
Appointment set with client to complete full CDQ
AC develops initial price quote based on ICDQ info you collect
Call Alliance Coach [AC] to go over ICDQ that you filled out
Appointment set with client to complete full CDQ
You may be on CDQ ‘completion call’, it’s your choice
AC develops initial price quote based on ICDQ info you collect
Call Alliance Coach [AC] to go over ICDQ that you filled out
Appointment set with client to complete full CDQ
You may be on CDQ ‘completion call’, it’s your choice
Completed Estate Plan sent to you for signing, etc.
AC develops initial price quote based on ICDQ info you collect
Call Alliance Coach [AC] to go over ICDQ that you filled out
Appointment set with client to complete full CDQ
You may be on CDQ ‘completion call’, it’s your choice
Completed Estate Plan sent to you for signing, etc.
WHAT’SNEXT!
WHAT’SNEXT!
Contact us at: [email protected]
Call us at: 480-451-7882, #4 to talk to the Alliance Coach
WHAT’SNEXT!
Contact us at: [email protected]
Call us at: 480-451-7882, #4 to talk to the Alliance Coach
GET STARTED TODAY!
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