Want to be your client's hero? Look like a superstar to your client's family after their death? Want to go to bed at night knowing you've delivered incredible service and value to your clients and community? Then let's refine your FUNDING process!

What you'll get:

• Breakdown of Funding Elements
• Templates you can use today in your practice
• Ready to go documents you can utilize with clients and in your email campaigns
• 11 Video Lessons
• 10 Downloads
• Done for you Templates
• Marketing Ideas
• Comprehensive Funding Education

Funding is THE critical piece to your client's estate plan. Funding can be overwhelming, challenging, and difficult because it is so customized to each client's estate plan. BUT - you can make it FUN. I promise. This module will help you break funding down into bite-size pieces you can manage, and into simple to understand concepts for your clients! I've included done-for-you downloads and templates that you can use right away to help educate your clients about the importance of funding, and get your clients' estate plans funded! Let's go!