Estate Planning as a Career

Good Video : Integrated Trust Systems (ITS)

This is a pretty good video I came across. Wanted to share it with everyone. Enjoy



Author’s Description:

Special Guest: Don Deasy, National Sales for ITS All estate-planning firms are not alike – As you know, the choices we all have to make about the people we work with can be weighty Any contractual association carries the potential to either help or hurt your Accordingly, you cannot achieve optimal success in the estate-planning arena unless you have the proper knowledge, precision tools, proven end-user deliverables, and direct access to a professional support That is why we can help you We have it all – on a networking platform – to share with Offering quality products – As a new Associate Advisor, you will receive an (John & Mary Doe sample) ITS Estate Planning The Portfolio is an attractive, well-organized collation of state-specific legal documents (eg, sample trusts, powers of attorney, and pour-over wills), trustee directives, administrative documents, funding letters, beneficiary change requests, The Portfolio will first serve as an educational tool to help you gain familiarization with our end-user products and secondly as a point of sale reference for your clients to help identify the tangibility and manageability of that which they are considering to Most importantly, you will feel confident about delivering your client’s personalized Estate Planning Portfolio at the final implementation And we know from years of experience that, as long as you do your part, your client will be well pleased

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