Author of Success Advisor Training Single Pack:
The SafetyNet
TM
Estate Plan
Pack Includes:
-AoS The SafetyNet
TM
Estate Plan DVD (Includes DVD Video, Plus CD Audio version)
-5 Advisor to Client
The SafetyNetTM
Estate Plan DVDs
The SafetyNetTM
Estate Plan DVD Overview (Running Time - over 80 minutes of classroom-style training):
Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning. Become a more valued advisor to high net-worth clients. Develop more comprehensive plans for your clients. Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity. In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNet
TM
Estate Plan in a live classroom setting.
About the Presenter
APN Author of Success, Kelly Kidwell, CFP
®, CLU
®
, LUTCF, ChFC
®
,
is the President and CEO of Pacific Advisors, Inc., a financial
services firm with more than 150 financial representatives. Kelly
built much of his practice and agency around advanced market
strategies, including Estate and Charitable planning for high net-worth
clients. He is still a much sough after speaker on Estate Planning,
Charitable Planning and Corporate Planning for financial planners, CPAs
and attorneys.
About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced
Markets. There is no "textbook" for becoming a top advanced markets
producer. It requires entrepreneurial passion for learning uncommon
strategies and using superior tools. The APN is your source for
education, best practices, and marketing resources for the Advanced
Markets.