FTAP Signature Program

Grow Your Business (And Your Bottom Line)
While Adding To Your Client Portfolio

You will do well by adding Family Estate Planning to your products and services portfolio.

 CHOOSE YOUR TIER TODAY:

As a financial Service Provider, you already have so much to do and not enough time to do it all.

So how do you get to the next level of your career – and start building real revenue and business growth – without adding even more work to your already busy schedule?

Thankfully, it doesn’t have to be by the constant search for new clients to your roster.

You see, you either need to sell to people who have never done business with you in the past…

Or…

You can sell new products to people who have done business with you in the past.

The amount of work that goes into building a solid relationship with a client can be overwhelming. But if you’ve already cultivated relationships with your existing clients, the easiest way is to offer them a service that you can be reasonably assured they need.

Which means the real question is…

What Do Your Clients REALLY  Want?

Only one out of three Americans has an Estate Plan, such as a will or a trust.

The rest have to depend on the government plan, called “probate.” This one-size-fits-all plan is slow, expensive, and completely public. And many of those who will be relegated to using the government plan don’t even know it.

But you can help them – and help yourself at the same time – by teaching them about the options available, and how you can keep them out of probate.

Which is where your established customers come into play. Or your marketing plan for people who have yet to become your clients!

By selling estate plans to the clients you already have, you can skip the lead generation and trust-building stages entirely.

But you can’t sell a service you don’t understand.

Which is why I’m so excited to introduce the Family Tree Asset Positioning GO TO FIRST INTERVIEW and the Family Estate Docs software package. With this sales process and licensed software you’ll be able to easily build the estate documentation your clients need.

With this package, decades of estate planning experience and years of software development combine, to put together a comprehensive Estate Plan – customized to the needs of your clients!

You can finally provide the most-needed services of the financial world: proper estate planning.

The Family Estate Docs Software Package gives you everything you need to create an entire Estate Planning Portfolio, including…

• Revocable Living Trust
• Living Will and Advanced Medical Directive
• Durable HIPAA Statement
• Last Will and Testament
• Certificate of Trust
• Durable Power of Attorney: Financial POA, Healthcare POA, and Durable Agent Notice
• Comprehensive Asset Funding Kit, including Transmittal Letters for Funding, Retitlement & Beneficiary Changes

It’s everything your clients need to feel safe and secure with the estate planning process! And since you’ll be initially selling to customers you’ve already formed relationships with, you’ll be in what I like to call “The Sweet Spot.” That’s where the client is getting what they want (stability and security for their future) and you are able to provide a needed service without interference or competition from other providers.

It’s basically a perfect deal!

And it can be yours to offer them, right now, for as little as $49.95 a month after initial training!

Click here for license options

But there’s still one more detail to handle, and how you approach this one could mean the difference between small-scale success and a booming business…

…How To Sell The Family Estate Docs Services to Your Clients!

Even if you have everything you need, and completely understand all the documents you are offering, you still have one last hurdle to clear: the actual sale.

You want to be able to give your clients everything they want, and close the sale as quickly and efficiently as possible. Ideally, with no friction whatsoever.

But this can be very hard, especially when you’re just starting out with Estate Planning.

That’s why I offer full training on not just how to use the software, but also how to present it and sell the service itself.

It all starts with the Family Tree Asset Positioning GO TO First Interview. This zero-pressure no-push interview is designed to help you guide your suspects and prospects into the purchasing decision in a stress-free environment.

This leads naturally into talking about all the aspects of their plan for themselves and their family later in life: annuities, life insurance, long-term care decisions, income planning, and of course, estate planning.

The FTAP TRAINING program, with personal coaching from me, Randall Baxter.

So… What Comes With The Program?
(IF YOU BOUGHT ALL THIS INDIVIDUALLY THIS IS WHAT IT WOULD COST) 

I don’t want you to buy anything you don’t need, and I don’t want you to buy anything you don’t think you can use.

That’s why there are multiple tiers of the FTAP Training, so you can choose the level that you can be confident in using successfully.

All tiers of the FTAP Training program Include:

Get all the above included with any of these five options below:

Why An Annual License?

Annual licensing means you’ll be able to continue earning commission on the software as it updates – including providing updates to your downline agents – and have continuing access to the mentorship and coaching you need.

Not Interested In An Annual License?

You COULD take the no-obligation approach and investigate the opportunity by purchasing the ebook APPROACH PLAN SUCCEED for only $19.95, refundable if you get to Level 2 in 30 days…

Click here to purchase the book

…Or agree to only complete the training, get the book for FREE, and let us train you in our sales system!

And Don’t Forget Our FTAP Guarantee!

If you accept our offer, complete our training and follow our coaching… your income and life will be changed!

Choose Your Purchase Level