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ITS Training
What’$ In It For You?  When You Use Integrated Trust Systems - ITS
What’$ In It For You?  When You Use Integrated Trust Systems - ITS
What’$ In It For You?  When You Use Integrated Trust Systems - ITS
What’$ In It For You?  When You Use Integrated Trust Systems - ITS
Over 50% of adult Americans  do not have a Will; only      21% have a Trust
Over 50% of adult Americans  do not have a Will; only      21% have a Trust
Over 50% of adult Americans  do not have a Will; only      21% have a TrustDon‟t understand how estate planning works
Over 50% of adult Americans  do not have a Will; only      21% have a TrustDon‟t understand how estate planning worksThi...
Over 50% of adult Americans  do not have a Will; only      21% have a TrustDon‟t understand how estate planning worksThi...
Financial Advisors who assist their clientswith Estate Planning tell us they:
Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other products
Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other productsCan...
Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other productsCan...
Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other productsCan...
Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other productsCan...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solv...
All You Need to Do!
All You Need to Do!Ask Clients if they have Estate Plan: Will or Trust
All You Need to Do!Ask Clients if they have Estate Plan: Will or TrustIf they are not sure why they need these
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 h...
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 h...
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 h...
 When clients watch this video, most will get a  clear understanding of several basic components  of the Estate Planning ...
 When clients watch this video, most will get a  clear understanding of several basic components  of the Estate Planning ...
Now, tell clients, “I can help  you get started.”
Now, tell clients, “I can help  you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire
Now, tell clients, “I can help  you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire
Now, tell clients, “I can help  you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire ...
Call Alliance Coach [AC] to go  over ICDQ that you filled out
Call Alliance Coach [AC] to go  over ICDQ that you filled outAC develops initial price quote based on ICDQ info you coll...
Call Alliance Coach [AC] to go  over ICDQ that you filled outAC develops initial price quote based on ICDQ info you coll...
Call Alliance Coach [AC] to go  over ICDQ that you filled outAC develops initial price quote based on ICDQ info you coll...
Call Alliance Coach [AC] to go  over ICDQ that you filled outAC develops initial price quote based on ICDQ info you coll...
Call Alliance Coach [AC] to go  over ICDQ that you filled outAC develops initial price quote based on ICDQ info you coll...
Contact   us at: don@trust-its.com
Contact   us at: don@trust-its.comCall us at: 480-451-7882, #4 to talk to the Alliance Coach
Contact   us at: don@trust-its.comCall us at: 480-451-7882, #4 to talk to the Alliance Coach
What's In It For You
What's In It For You
What's In It For You
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What's In It For You

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What's In It For You

  1. 1. ITS Training
  2. 2. What’$ In It For You? When You Use Integrated Trust Systems - ITS
  3. 3. What’$ In It For You? When You Use Integrated Trust Systems - ITS
  4. 4. What’$ In It For You? When You Use Integrated Trust Systems - ITS
  5. 5. What’$ In It For You? When You Use Integrated Trust Systems - ITS
  6. 6. Over 50% of adult Americans do not have a Will; only 21% have a Trust
  7. 7. Over 50% of adult Americans do not have a Will; only 21% have a Trust
  8. 8. Over 50% of adult Americans do not have a Will; only 21% have a TrustDon‟t understand how estate planning works
  9. 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. 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
  11. 11. Financial Advisors who assist their clientswith Estate Planning tell us they:
  12. 12. Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other products
  13. 13. Financial Advisors who assist their clientswith Estate Planning tell us they:Have a marketing edge for other productsCan maintain control of assets they manage
  14. 14. Financial Advisors who assist their clientswith 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
  15. 15. Financial Advisors who assist their clientswith 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
  16. 16. Financial Advisors who assist their clientswith 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
  17. 17. The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.
  18. 18. The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solves this hurdle!
  19. 19. The biggest hurdle to using the ITS system has beenthe time it takes to learn the system to assist clients.Today, ITS solves this hurdle!You minimally assist your clients & see all client assets.
  20. 20. The biggest hurdle to using the ITS system has beenthe 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
  21. 21. The biggest hurdle to using the ITS system has beenthe 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
  22. 22. The biggest hurdle to using the ITS system has beenthe 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
  23. 23. The biggest hurdle to using the ITS system has beenthe 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!
  24. 24. All You Need to Do!
  25. 25. All You Need to Do!Ask Clients if they have Estate Plan: Will or Trust
  26. 26. All You Need to Do!Ask Clients if they have Estate Plan: Will or TrustIf they are not sure why they need these
  27. 27. 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
  28. 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Explain how these work . . . OR
  29. 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 . . . ORSend them to:www.basicestateplanningconcepts.com ~ to watch a video explaining basic estate planning ~
  30. 30.  When clients watch this video, most will get a clear understanding of several basic components of the Estate Planning process:
  31. 31.  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
  32. 32. Now, tell clients, “I can help you get started.”
  33. 33. Now, tell clients, “I can help you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire
  34. 34. Now, tell clients, “I can help you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire
  35. 35. Now, tell clients, “I can help you get started.”Complete three page ICDQ –Click for Initial Client Data Questionnaire Info you collect is preliminaryand fundamental
  36. 36. Call Alliance Coach [AC] to go over ICDQ that you filled out
  37. 37. Call Alliance Coach [AC] to go over ICDQ that you filled outAC develops initial price quote based on ICDQ info you collect
  38. 38. 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
  39. 39. 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
  40. 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You may be on CDQ „completion call‟, it‟s your choiceCompleted Estate Plan sent to you for signing, etc.
  41. 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Completed Estate Plan sent to you for signing, etc.
  42. 42. Contact us at: don@trust-its.com
  43. 43. Contact us at: don@trust-its.comCall us at: 480-451-7882, #4 to talk to the Alliance Coach
  44. 44. Contact us at: don@trust-its.comCall us at: 480-451-7882, #4 to talk to the Alliance Coach

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