2. What’$ In It For You?
When You Use Integrated Trust Systems - ITS
3. What’$ In It For You?
When You Use Integrated Trust Systems - ITS
4. What’$ In It For You?
When You Use Integrated Trust Systems - ITS
5. What’$ In It For You?
When You Use Integrated Trust Systems - ITS
6. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
7. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
8. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
Don‟t understand how estate planning works
9. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
Don‟t understand how estate planning works
Think estate planning is too expensive
10. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
Don‟t understand how estate planning works
Think estate planning is too expensive
Can‟t seem to find anyone that will help them
13. Financial Advisors who assist their clients
with Estate Planning tell us they:
Have a marketing edge for other products
14. 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
15. 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
16. 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
Get more client referrals
17. 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
Get more client referrals
May receive additional monetary compensation
18.
19. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
20. 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!
21. 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.
22. 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
23. 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
24. 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
25. 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!
27. All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
28. All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
If they are not sure why they need these
29. All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
If they are not sure why they need these
Explain how these work
30. All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
If they are not sure why they need these
Explain how these work . . . OR
31. All You Need to Do!
Ask Clients if they have Estate Plan: Will or Trust
If they are not sure why they need these
Explain how these work . . . OR
Send them to: www.basicestateplanningconcepts.com
~ to watch a video explaining basic estate planning ~
32. When clients watch this video, most will get a
clear understanding of several basic components
of the Estate Planning process:
33. 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
34. Now, tell clients, “I can help
you get started.”
35. Now, tell clients, “I can help
you get started.”
Complete three page ICDQ –
Initial Client Data Questionnaire
36. Now, tell clients, “I can help
you get started.”
Complete three page ICDQ –
Initial Client Data Questionnaire
37. Now, tell clients, “I can help
you get started.”
Complete three page ICDQ –
Initial Client Data Questionnaire
Info you collect is preliminary and fundamental
38. Call Alliance Coach [AC] to go
over ICDQ that you filled out
39. Call Alliance Coach [AC] to go
over ICDQ that you filled out
AC develops initial price quote
based on ICDQ info you collect
40. Call Alliance Coach [AC] to go
over ICDQ that you filled out
AC develops initial price quote
based on ICDQ info you collect
Appointment set with client to complete full CDQ
41. Call Alliance Coach [AC] to go
over ICDQ that you filled out
AC develops initial price quote
based on ICDQ info you collect
Appointment set with client to complete full CDQ
You may be on CDQ
„completion call‟, it‟s
your choice
42. Call Alliance Coach [AC] to go
over ICDQ that you filled out
AC develops initial price quote
based on ICDQ info you collect
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.
43. Call Alliance Coach [AC] to go
over ICDQ that you filled out
AC develops initial price quote
based on ICDQ info you collect
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.
