SPECIAL PRICING THROUGH FRIDAY AUGUST 15, 2008
SAVE $500!

The Estate Protection Plan --
A complete plug-n-play marketing module to help you 
reach Business Owner Clients and build strong strategic relationships.

The Estate Protection Plan marketing module is truly a plug-n-play marketing campaign that you can offer 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.)
     Some attorneys tell me 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, an electronic newsletter and a members-only website.

Now includes 12 months of online coaching and live Webinar training for you and your staff to help you get the MOST out of your marketing investment!

For More Information About The Estate Protection Plan, complete the following form and a marketing consultant will contact you right away.

NOTE: If you experience any difficulties with this form,
please call James toll-free at 1-877-352-2021, ext. 0.

Name:

Firm Name:

Telephone:

Email:

What are your top three short-term marketing goals (to be accomplished within the next six months)? check all that apply

Get more results from my website
Develop more professional referral sources
Develop stronger, better quality referral relationships
Build an independent client base (non-referral) w/ direct marketing
Increase the number & quality of client referrals
Reach a higher-net worth client market
Increase volume of prospects / clients
Increase my fees
Other. Please explain:
 

NOTE: If you experience any difficulties with this form, please call James toll-free at 1-877-352-2021, ext. 0.

Complete Package Only $1,595 $1,095 THROUGH AUG. 15, 2008 ONLY
Call us at 1-877-352-2021 for more information, or

Purchase Now $1,095