your success in implementing the Beneficiary Directory and Beneficiary
Directory Workbook with
these special advisor training tools!
Kaizerman has recorded several training classes which are now
available on compact disc. Each CD is approximately
50 minutes in length and focuses on a
specific aspect of the Beneficiary Directory system.
Advisors Introduction to The Beneficiary Directory® provides
you with a
system overview. We introduce the concept of One File, One
Location, One Call and the unique value that you, as advisors, can provide
to your clients
through the Beneficiary Directory. This CD also discusses
impact that missing, incomplete and outdated documents will
have on your
client's estate plan.
Your Clients Avoid The
Impending Beneficiary Crisis explains
how traditional estate planning techniques fall
painfully short in meeting your clients' needs.
This CD discusses the three goals that every client wants to
achieve in case of a Life Changing Event, and the four key
questions that all successful estate plans must
answer (and usually don't). Finally, we discuss how the Beneficiary Directory allows you
to transform individual clients into generations of clients.
to Effectively Use The
Beneficiary Directory® Workbook walks
you through the Workbook, page by page,
reviewing the techniques needed to provide maximum
value to your clients. We discuss when and how to introduce the Beneficiary
Directory in client meetings and how to use the Workbook in a
seminar setting. As a extra bonus, Mark reveals several techniques
not covered in the hardcover book that are critical
for advisor success.
to Use The Beneficiary Directory® to Maintain and Expand
Your Client Base reviews
the four key estate planning questions that the Beneficiary
Directory answers. We present the importance of
having and Ideal Client Profile, review how to create
Profile and introduce one critical element that must
be included in your Ideal Client Profile to support
your unique position as "an advisor for the generations".
Finally, we review information from recent national
surveys that support the consumer's need for the Beneficiary
to Use The Beneficiary Directory® in Seminar Presentations introduces the skills and tools needed to present a dynamic seminar program. Without the need for elaborate PowerPoint slides or extensive scripting, this CD shows you how to use the Beneficiary Directory Workbook, real life examples and a series of key Discussion Points, to support your role as “an advisor for the generations”.
CDs bring Mark Kaizerman, the creator of the Beneficiary Directory
system, right into your office! Take a moment and listen
to each of the following 1-minute audio clips