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Estate Planning Training Videos
Make sure you put in your calendar our weekly zoom training call with Jeff Mohlman every Tuesday at 11 am EDT
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https://us02web.zoom.us/j/86952075178?pwd=RlpQWldodEFobXZlWmhrWGVLVU5DUT09
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Meeting ID: 869 5207 5178
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Passcode: 113639
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Latest Training Video
Overview of the Process
Why Estate Planning?
Marketing ideas
Tons of marketing opportunities
Current Clients
Funeral Homes
Workshops/Seminars
Marketing Role Playing - Credit Unions
Funding The Trust
Staying Legal
Objection Handling
"I already have a will"
How we compare to other estate programs
Insurance Opportunities
Retirement Planning with IUL's
Family Legacy Planning
The First Meeting
The Second Meeting
Part 1 - Notarizing the Estate Plan
Part 2 - Getting Referrals
Part 3 - Funding the Trust
Part 4 - FInding the Insurance Sales Opportunities
Part 5 - Uploading The Docs Into Their Vault
Final Wrap Up Q&A
Booking Current Clients and Warm Market
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