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HELP YOUR CLIENTS DISINHERIT THE IRS

DTI2014largeIn today's competitive financial services industry, you need more than just a license to sell insurance, securities, and investment products.

Studies on generational marketing reveal a different kind of decision-making process is now taking place in America. The Greatest Generation is beginning to pass its wealth to the Baby Boomer and X generations and this means your style of sales will need to adapt if you want to build new relationships and gain their trust.

Education is a key factor in marketing to these sophisticated clients.  But it takes more than just a slick product brochure. And while a generous expense account can help you build a relationship over dinner, these consumers will need more than just a nice conversation.

That's why Author and Family Wealth Preservation Specialist - E. MICHAEL KILBOURN dusted off his best-selling book Disinherit the IRS, and rewrote it in 2014.

Enter Promo Coupon - Get 25% Off:

   

For the last 40 years, Mike's been sailing the same choppy waters you're navigating today. He's seen more bulls than Pamploma and more bears than PT Barnum.

Disinherit the IRS 2014 is the book your clients want to read because it explains how to legally disinherit the IRS with the financial products you have to sell them.

The 335-page book covers many financial planning topics and shows how various products work together in an estate plan. It also reflects and illustrates new estate tax laws and supports modern planning tactics when used to avoid confiscatory taxation that reduces financial worth.

Disinherit the IRS will show your clients how the transfer of wealth process works so that their spouse, heirs and favorite charities are taken care of for many years beyond life.

After a lifetime of working with wealthy families, I have learned that most clients want more than just good advice from an adviser.  More and more, wealthy clients demand knowledge so they feel confidence when making important financial decisions that affect their families, employees and communities.

Active members of the National Association of Estate Planners & Councils can type in the member Discount Code below to receive 25% off Disinherit the IRS.

Want to book Mike for an upcoming client presentation? Click HERE to request Mike as a speaker.

Discounts on bulk orders of 10 or more are available by calling (239) 261-1888.

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E. Michael Kilbourn, CLU, ChFC, CCIM, MSFS, MBA, CAP, CASL, AEP

 

Kilbourn Associates, 3033 Riviera Drive, Suite 202, Naples, FL 34103 • Toll-free 800.761.2300 Copyright©2004 Kilbourn Associates. All rights reserved.