1
2
3
1

40
Average Attendees per Night

2

6
Average Appointments per Night

3

$1MM
Average Assets per Client

The Most Common Estate Planning Mistakes

Estate Planning continues to be hot topics for individuals looking to protect and preserve the things that matter the most: family, legacy and values. The Most Common Estate Planning Mistakes system offers a simplified and refreshing take on wealth transfer.

$1,000.00 – $8,500.00

$8,500.00
$1,000.00
$1,250.00
Download Details

Setting

High-profile restaurant with national recognition or locally renowned venue. Steakhouses and Italian restaurants are strongly suggested.

Marketing

The preferred method to market a dinner-seminar is still direct mail. Invitations should be quality, wedding-style mailers. Digital and Radio advertising should only be used as supplemental marketing.

Content

The material is presented using flash-based animations. The content is conceptual in nature and focuses on: beneficiaries, extended powers, and investment options.

Pricing Description

  • Presentation Licensing
    $1,000
    Licensing is valid for 6 months.
  • Marketing Cost
    $8,500
    Minimum marketing for a 2-night event. Pricing includes full Concierge Service. Additional mailers are charged at $0.80 each.
  • Supplemental Marketing - Social Media
    $1,250
    Three-week Social Media campaign.
  • Supplemental Marketing - Radio
    Varies
    Three-week Radio campaign. Includes production and campaign management.