Estate Planning at Work
the estate protection plan •
online marketing plug-in •
bonus products •
order now
THE ESTATE PROTECTION PLAN is a complete plug-n-play marketing module
to help you reach Business Owner Clients and build strong strategic
relationships. Present this program to employers, business owners,
membership associations, or as a joint marketing effort with CPA's and
financial advisors. Through this plan, employers can offer a valuable
benefit to their employees -- at little or no cost to themselves. And,
because the plan is offered through the employer serving in a fiduciary
capacity -- and not directly to the public -- the program satisfies most
states' disciplinary rules against direct solicitation. (Rule 7.3 in the
ABA Model Rules -- your state's rules may vary.)
Many attorneys say they hate marketing because it makes them feel
like they are "begging for business." You will never feel like that with
this program, as you are offering a valuable service that is
well-planned, and well-received:
Demand is growing for
workplace financial literacy programs…retirement security, life
insurance, wills and contingency planning.
- The Kiplinger Letter
By offering this Financial and Estate Planning Wellness program, you
will reach new markets, and build ongoing relationships with executives,
employees, and their families through a variety of plan benefit
communications -- including workshops, flyers, payroll stuffers, and an
optional members-only website with an electronic newsletter.
What is included with THE ESTATE PROTECTION PLAN:
(For a complete listing of all the files
CLICK HERE to see the
INDEX.)
- Implementation Guide
- Sales Presentation Power Points
- Workshop Power Point
- Promotion & Follow-Up Materials:
- Files Ready to Customize & Print As Needed: sample letters,
explanatory memos, FAQs for business owners, letter of
understanding between law firm & employer, etc.
- 12-month campaign of flyers & payroll stuffers
- Sample e-mail announcements
- Program overview brochure in Adobe Acrobat
Click Here for an
Overview of THE ESTATE PROTECTION PLAN marketing campaign.
BUY NOW $1,595
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PREMIUM Licensed Estate Protection Plan Web Site: $1,299
monthly licensing, content updates and site maintenance PLUS
monthly e-newsletter: $299.95
- Link to Your Own Web Site or Use as a Stand-Alone Site
- Includes Overview Page,
- FAQs Page for Employers,
- Electronic Sign-Up Form,
- Online Library with 12 Months of articles (two articles per
month),
- e-Newsletter Landing Site, and
- Links to Your Firm Web Site
View Samples at www.kekpa.com
(follow the umbrella in the lower left corner)
STANDARD Licensed Estate Protection Plan Web Site: $699
monthly licensing, hosting and site maintenance: $49.95
- Link to Your Own Web Site or Use as a Stand-Alone Site
- Includes Overview Page,
- FAQs Page for Employers,
- Electronic Sign-Up Form,
- Links to Your Firm Web Site
View Samples at www.kekpa.com
(follow the umbrella in the lower left corner)
To Add Online Marketing to Your Estate Protection Plan
campaign, please call James at 1-877-352-2021, ext. 0
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When you order THE ESTATE PROTECTION PLAN,
you also get 12 months of FREE Marketing Support, including:
-
Access to members-only RESOURCE CENTER
with an abundance of marketing support, including pre-recorded
ESTATE PROTECTION PLAN training sessions.
-
Membership in THE ESTATE PROTECTION PLAN
Online FORUM, where you can ask questions and share idea with other
firms using the program.
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FREE Access to regularly-scheduled LIVE
webinars & teleconferences to assist you with implementation, staff
training, targeted marketing, follow-up and maintenance.
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