Let Us Simplify the Complexities of Estate Planning
Learn How Successful Insurance Professionals are Getting Started
Estate planning provides a needed service to your clients and a profitable business opportunity for you. With CEDARS you’re given the guidance and long-term support to get your clients the results they demand, and the profits you want by utilizing these three proven and effective steps:
Step 1: Gather Client Information
The first step in any kind of planning, estate or otherwise, is to gather the facts so you know what you’re working with what the intended goals are. With our Complete Estate Design Analysis and Review System (CEDARS) you’ll be given a set of proprietary, personalized “fact-finders” allowing you to gather all the crucial information to create a good, solid plan. This step is critical--the more information we get the more effective the recommendation is likely to be.
Step 2: Our Expert Team Goes to Work
After receiving the completed, certified “fact-finder”, our team of experts take the information through a very thorough analysis, including an attorney review. Clear, concise recommendations are built into a professional and neatly bound book. The completed plans include graphics and illustrations that make the information very client-friendly.
Step 3: Presenting the Recommendations to Your Client and Closing the Case
Once the analysis is done, the recommendations have been made, and the plan is put into the book, now is the time to close the case. Don’t worry! We won’t leave you high and dry at this crucial point. Our team will walk you through the most effective way to present the customized information, and will continue to do this with every single client!
Call to learn more, and see if you qualify for a no-cost training session
We'll fly you to our home office, put you up in a hotel, and spend an entire day with you in a small group setting. We'll give you the training you need to excel-all at no cost to you! The journey begins with three steps. Begin yours today!