Estate Planning
On-Demand Webinars
Attract prospects who want to work with you and only you.
Prospective estate planning clients who have watched your 20-30 minute webinar will be the best-qualified leads you can obtain. They will:
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Understand the basics and realize why they should have a complete plan
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Have already thought about who they will select for key roles
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Know how much you charge
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Be ready to move forward
The same results can be achieved with in-person seminars, but on-demand webinars are much, much more efficient. You don’t even have to shoot the video or record your voice; a lifelike avatar can be used for the entire webinar.
We even promote your webinar for you, running paid ads on social media to drive in-state traffic to the webinar signup page. To further improve results, we send multi-channel follow-ups to viewers who do not schedule consults.
Potential webinar topics
Webinars we can create for you include the following topics. Or select your own topic, and we will show you a potential outline before presenting you with a script and slides for your review.
Broad market
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Five problems found in many estate plans. Are they in yours?
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Avoiding court, conflict, and asset distribution delays after you die.
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Wills vs. trusts: what you really need and why.
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Straight answers to the most common questions about estate planning.
For seniors and near-retirees
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Estate planning for peace of mind: what seniors should know
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Avoiding nursing home poverty. Plan ahead without gifting everything.
For business owners
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Succession planning for business owners. Protect your business and your family.
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Buy-sell agreements: the key to a smooth business transition./div>
For the recently divorced
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Divorce and estate planning: starting over safely.
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What every parent should know about guardianship and inheritance.
For families with special circumstances
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Planning for the blended family: avoiding inheritance disputes.
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Protecting a child with special needs without jeopardizing benefits.
