IMSRocks.com Webinar Series
The Missing Piece – Trust Funding & The Beneficiary Liquidity Plan
Transforming Estate Planning Practices
Be Among the First to Revolutionize Your Practice!
Join a select group of attorneys discovering how trust funding and the Beneficiary Liquidity Plan® can transform their services. Seats are filling up fast—don’t get left behind! Reserve your spot now!
As an estate planning attorney, you work hard to help clients preserve their legacy and protect their loved ones. However, many trusts fail to deliver on their promises because they remain unfunded or leave families financially vulnerable after a loved one’s passing.
Register for this exclusive webinar to discover actionable strategies for overcoming trust funding challenges, enhancing client satisfaction, and creating new revenue opportunities for your practice.
Reserve Your Spot Today
Don’t miss this opportunity to elevate your practice, provide unparalleled value to your clients, and position yourself as a leader in estate planning.
Presented by:
Meet The Presenters
Join us to gain the tools you need to elevate your estate planning practice and deliver even greater value to your clients.
James Campbell
CGO, Integrity Marketing Solutions
James brings years of expertise in helping estate planning attorneys grow their practices. He specializes in creating actionable marketing strategies that enhance client satisfaction and generate sustainable revenue.
Amy Bloom
Head of Beneficiary Liquidity Plans, Wisepath Financial Group
Amy is a recognized expert in addressing the liquidity crises families face after a loved one’s passing. She has helped countless advisors integrate Beneficiary Liquidity Plans into their services to bridge the gap between clients and their beneficiaries.
The Growth Challenges We’ll Address:
Challenges Attorneys Face
Despite its importance, trust funding is often overlooked due to:
- Challenging fee structures and difficulty charging for the service.
- Complex processes requiring significant resources and expertise.
- Ethical concerns surrounding insurance product recommendations.
- Awkward reciprocity issues when referring clients to financial advisors.
- Unclear pathways to making trust funding profitable.
Solutions You’ll Gain From Attending:
–1. Expert Guidance:
- Insights on streamlining trust funding services, increasing client satisfaction, and enhancing practice profitability.
–2. Proven Strategies:
- Financial partner that provides step-by-step guidance so clients fund their trusts effectively.
- Solutions to ensure families avoid probate and financial hardship.
–3. Practical Tools:
- Marketing strategies to promote trust funding as a value-added service.
- Solutions to create better client outcomes and stronger attorney-client relationships.
Read Our Success Stories Below:
Ozark Legacy Law
- $1.5M in annual revenue
- A thriving estate planning-only practice, earning him elevated authority and trust in his community
- Greater work-life balance and streamlined operations with his associates
The Werner Firm
- 219 website conversions
- 88,900 new visitors
- Top 3 rankings for critical probate-related keywords
- Troy now enjoys a steady lead flow across 10 office locations in Southern California