Avoiding a Legacy Nightmare Workshop System

Description

This is a complete turnkey workshop system based on the #1 bestselling book, Avoiding a Legacy Nightmare. Included is everything you need to plan and host an educational workshop about how poor planning can turn estates into barren, nightmare landscapes for loved ones.

Avoiding a Legacy Nightmare helps you start a conversation with prospects and clients about what their legacy means to them, what they want it to accomplish, and how to start creating an effective estate plan that achieves all that they intend with proper beneficiary designations.

Contents:
(12) Copies of the #1 Bestseller, Avoiding a Legacy Nightmare
Customizable PowerPoint Presentation & Script
Planning & Hosting a Successful Workshop Brochure with Best Practices & Tips
Printed Presentation Script
(10) Life Insurance Needs Analysis Forms
Customizable Pre-Need Planning Guide with a Survivor Checklist for Clients
Beneficiary Review Guide
Policy Review Guide with In-force Illustration Authorization Form
Educational Workshop Sign-In Sheet
USB Flash Drive Pre-Loaded with All Sample Marketing Pieces Templates and
Additional Information/Tools
Exclusive Offers on Annual Live Training & Networking Events
Free Access to Regular Group Web Training Events
Sample Marketing Pieces with Digital Templates for Customization, Including:

• Avoiding a Legacy Nightmare B&W Postcard Mailer Invitation
• Press Release
• Workshop Flyer or Newspaper Insert
• 30-Second Radio Advertisement Script
• 3”x3” Newspaper Advertisement
• “Avoid a Legacy Nightmare!” Newsletter Article
• “Avoid a Legacy Nightmare!” Blog
• (4) Facebook Workshop Reminder Posts
• Thank You Card
• Beneficiary Review Pre-Approach Letter for Prospects
• Beneficiary Review Re-Approach Letter for Clients
• Phone Scripts to Start the Conversation with Clients and Prospects
• Email Reminder Template for RSVPs

Quick Start Bonus Package includes:
Personal Event Coach to Assure Your First Event Is a Success
(5) On-Demand Training Modules Covering Everything from Planning Your Event to Closing the Sale
Lead List of 1000 Eligible Prospects in Your Area
(1000) Pre-Printed Mailing Labels for Eligible Prospects in Your Area
Six Weeks to Success Guide