Step #1: Register as an Associate Advisor (CLICK HERE)
This will only take a few minutes and will allow you to use the robust sales and marketing platforms designed to initiate and complete the estate planning process and documentation.
Step #2: Watch Introductory Video (CLICK HERE)
In an episode of The BIZ, Steve Savant interviews an Estate Planning expert talk about the creation of our No Fear Planning System and how it can be used to expand your current practice. Steve will explore all of the Turn Key tactics provided by the program and talk about the NEED as it exists today. This is a MUST SEE video!
Once you have completed the video, you can contact our Estate Planning Program expert at (800) 290-7226 ext. 135 to talk about this system and your prospective clients.
Step #3: Get Started (CLICK HERE)
*Must be a registered Associate Advisor for this section. If you are ready to prepare an estate plan for your client today, you can immediately visit the My Life Card Plan website follow the steps. Remember, you will need your Associate Advisor number as the Access Code.
If your clients need a more detailed plan, (CLICK HERE). This will take you to the full service ITS website. If you are not sure, call our Estate Planning Program expert at (800) 290-7226 ext. 135
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