Edu Webinar: The Safety Net Estate Plan Slide Set Part 1
Through this influential slide set presentation by Kelly Kidwell, founder of the APN, you will learn how to utilize this powerful strategy for opening new conversations with high net-worth clients, and help them with estate tax and wealth transfer planning.
Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.
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 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
GEAR Approval #: 2009-11170
Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.
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 video companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2009-11170
Our price: $45.00
Edu Webinar: The Safety Net Estate Plan Video Part 1
Hear and watch as Kelly Kidwell, founder of the APN, as he walks you through this powerful strategy for opening new conversations with high net-worth clients, and help them with estate tax and wealth transfer planning.
Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $55
MEMBER PRICE FOR THIS PRODUCT IS$55 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2009-8734
Running Time: 94 min, 37 sec
Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $55
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2009-8734
Running Time: 94 min, 37 sec
Our price: $55.00
EDU & Resources
