Financial Technique Library Audio

As your client evaluates their future, whether or not they will have enough income, or if their retirement situation is set, they will need to make a clear and distinctive means of viewing these important items. Henry Whiffen's 16 Comprehensive Steps gives you a process for evaluating and implementing the things that are most valuable to your client.

Don't miss the Slide Set that accompanies this 16 step process audio file. Click here to learn more.

For the article companion of this audio, click here.

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Running Time: 21 min, 30 sec

This audio excerpt helps you to integrate a CRT technique to Henry's sample cases. This powerful planning piece and the philosophy behind it will help you to take a different look at the CRT strategy.

If you haven't had a chance to listen to Henry's Sample Case Audio files, click below to learn more:

Sample Case 1
Sample Case 2
Sample Case 3

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Running Time: 22 min, 11 sec

This Client Presentation audio files is in conjunction with Henry Whiffen's Sample Case Audio files. Henry gives you an overview of how to successfully make a client presentation to two groups. There are two groups that Henry teaches you to present to:
1) Clients and Professional Advisors
2) Charities

If you haven't had a chance to listen to Henry's Sample Case Audio files, click below to learn more:
Sample Case 1
Sample Case 2
Sample Case 3

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Running Time: 23 min, 24 sec

During this interview, Henry walks you through the differences between a GRAT, a technique that eliminates or reduces estate tax, and an Intentionally Defective Grantor Trust. Although these similar tactics may be used in tandem, Henry helps you to identify the unique differences.

Henry has also prepared a corresponding document with this audio file. Click here to view this product.

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Running Time: 14 min, 8 sec

This introduction clip will give you an understanding of what to expect from Henry Whiffen's Financial Technique Library. You will learn more about how the author of this powerful Library developed the architecture between strategy and marketing.

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Running Time: 31 min, 3 sec

The Charitable Lead Trust is another excellent plannning technique that is widely talked about but not widely used. Listen as Henry describes how to utilize this powerful tool in relation to his Sample Cases.

If you haven't had a chance to listen to Henry's Sample Case Audio files, click below to learn more:
Sample Case 1
Sample Case 2
Sample Case 3

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Running Time: 18 min, 9 sec

Marketing weaves through everything. Each day we are exposed to thousands of advertising messages through our car radio, billboards, commercials, email, etc. 99% of these messages are naturally blocked out by the human mind. Listen as Henry Whiffen helps you to position your message so that your product or service will stand out to your clients.

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Running Time: 15 min, 12 sec

Learn more about appropriately charging fees to your clients. If you don't currently charge fees or aren't legally able to charge fees, listen as Henry takes you through various fee distinctions.

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Running Time: 20 min, 33 sec

The Retirement Pension Maximizer is a powerful yet simple technique. Listen as Henry Whiffen explains what the RPM is and how to use it.

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Running Time: 11 min, 49 sec

This exceptional sample case is the foundation of Henry Whiffen's conversations with clients and other professional advisors. Listen as he describes the sample case that he doesn't leave home without!

To listen to the remaining sections of this conversation, click below:
Sample Case Part 2
Sample Case Part 3

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Running Time: 76 min, 17 sec