Slide Sets - Vince D'Addona

Author of Success, Vince D'Addona, provides you with an overview of a powerful technique. Learn more about Advanced Strategies with Beneficiary Defective Trusts.

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

For the Audio companion for this presentation, click here.

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In this presentation, Vince will share some compelling advanced strategies for maximizing wealth planning. He will discuss how orienting life insurance inside of the taxable estate can produce better results and how life expectancy estimates are a critical component in estate plan design. You will also learn about the severe limitations of traditional estate planning and how life insurance can never fully solve all of your client's estate planning needs.

Webinar Topics include:
- Limitations of traditional estate planning
- Critical components in estate plan designs
- Producing better results inside of taxable estate plans
- and more...

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

GEAR Approval #: 2009-10645

To view the video companion for this slide set, click here.

NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS $45 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

In this webinar presentation, Vince D'Addona discusses the narratives he uses, the tools he employs, and the way he builds identity, trust and confidence with his clients. He also shares costly mistakes he sees other advisors make - and how to avoid making them.  Vince will share both the art and science of closing very large estate cases, then crafting superior solutions for them.

Webinar Topics will include:
- Three Elements of Transaction
- How to Lead with the Narrative
- Design Narratives to Compel Action
- and more...


Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

Gear Approval #: 2010-2948

For the Video Part A companion of this presentation, click here.
For the Video Part B companion of this presentation, click here.

NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS $45 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Vince discusses how orienting life insurance inside of the taxable estate can produce better results and how life expectancy estimates are a critical component in estate plan design. You will also learn about the severe limitations of traditional estate planning and how life insurance can never fully solve all of your client's estate planning needs.

Webinar topics included:

-Limitations of traditional estate planning

-Critical components in estate plan designs

-Producing better results inside of taxable estate plans

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

GEAR#: 2010-6949

For the video companion for this presentation, click here.

NON-MEMBER PRICE FOR THIS PRODUCT IS $45

MEMBER PRICE FOR THIS PRODUCT IS $45 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here