This comprehensive marketing campaign is designed to get you in front of families, health care providers, and financial advisors with a targeted message about special needs estate planning. The package includes:
- Consumer Workshop -- designed for families and health care
providers, this full-color Power Point workshop is personalized for
your law firm, and comes complete with a sample attorney-written
- Financial Advisor Workshop -- this workshop is perfect to educate
financial advisors about special needs estate planning, including
answering the inevitable "what's in it for me?" questions. Again, this
is a full-color Power Point workshop, personalized for your law firm,
and complete with an attorney-written script (written by our company
president, Kyle Krull).
Topics covered in the workshops include:
- What is Special Needs Estate Planning?
- Overview of the planning process
- The Letter of Intent
- Explanation of Trust Terms and Trust Planning
- Protecting Your Options .... and more!
- Personalized Special Needs brochure -- included in your package
is a personalized, full-color, ready-to-print special needs brochure.
Use this brochure as a hand-out at your workshops, or as a follow-up
mailer. Print it on your office color printer, or upload the digital
file to an online printer and have them shipped in quantity to you.
Print as many or as a few as you need -- as you need them.
- Workshop Planning Guide - this short insight planning guide
includes our best tips, gathered from more than two decades and
hundreds of successful workshops for setting goals, establishing a
- Sample Follow-Up Letter
- Tracking Form -- track your revenue, capture all of your expenses and evaluate your progress.
- Workshop Hand-Out -- This is the KEY to turning your workshops into successful marketing campaigns. The hand-out form includes a consultation request, interests indicator, and a check-box for your attendees to subscribe to your e-newsletter for continued drip-marketing.