THEMES™ and The Estate Manual were designed to assist in developing solid working relationships with attorneys who specialize in estate planning. The logic was that attorneys are the first to know when money is in motion, and I'm sure you've heard that money in motion-being transferred from one person or one use to another-is the easiest asset to bring under management.

But the materials presented below can be adapted for use in any way that works for you. We all have different strengths and weaknesses, and it only makes sense to concentrate our sales efforts in accordance with our personal strengths.

If seminars are your strongpoint, you will find readymade support in the materials listed below. Not your cup of tea? There's enough material here to establish you as the estate planning columnist for your local newspaper or TV station.

Still not you? As long as you are actively prospecting already, THEMES™ will increase your success rate because it adds to your credibility. All prospecting sets us up as helpers; THEMES™ offers help your prospects and clients can get nowhere else

1) Operations manual

Some of the finer points of marketing with THEMES™ -- much of what you might need to get you started on the right foot to getting and working with your first attorney partner.

 

2) "Managing Your Estate"

An informative and entertaining 40-minute talk about aspects of estate planning typically not addressed by attorneys, because law does not cover these points.

 

3) 16 short, punchy, thought-provoking articles

A series of articles by the author of "The Estate Manual," the book behind THEMES™. Use them as-is, under the author's byline, or rewrite them using your own words and byline. Use them to publicize the content of your seminars, as client service information, or in any other way that is helpful to you and your prospecting.

 

4) Viral marketing e-book

Those same articles in an e-book your clients and prospects can copy as often as they want to send to friends and family members. It's free, it's filled with excellent information, and it will spread like wildfire. That's why they call it viral marketing. And every copy will contain your contact information - to call you about your next seminar.

 

5) Draft letters

To attorneys, to clients or prospects. They'll save you hours of composition.

 

6) Database

Maintenance, security, and all program updates.

THEMES™ first-year memberships sell to financial services industry specialists for just a few dollars, depending on quantities ordered. If purchases are made on a corporate-wide basis, a few more dollars can be shaved off the price. And first-year memberships do not begin until your client accesses the program for the first time.

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And don't forget that THEMES™ is fully guaranteed. If it doesn't do for you what we say it will, just tell us and there will be a check in the mail or your credit card will be credited the same day for all unused units. I don't see how you can possibly lose - unless it is by missing this opportunity.