Family Tree Asset Positioning Master Licensee Coaching Program
This is what you get                                                                                                      RETAIL Value
12 months training program! Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â $1,995
12 months license to Family Estate Docs with your own website                $495
1 Estate Plan for you and your family printed and delivered                   $1,995
Complete training in the Family Tree Asset Positioning GO TO first interview    $500
Complete training in the Cycle of Success                                    $500
Monthly webinars teaching: Based on your need to train                     $6,000
- Vocabulary/Terminology
- The GO TO first interview
- Software training
- The Cycle of Success
Schedule 1:1 Instruction and drills on any of the above topics.                  $600
Monthly planning and performance reviews (12)Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â $600
Access to product consultations as requested                               Priceless
Agency building availability on a per licensee basis at discounted rates.      $6,000
TOTAL RETAIL Â Â $18,685
Your Cost:Â Â $1,995.00
Randy Baxter is a professional advisor who specializes in assisting people design their estate planning portfolio.
He received his BS in Education from the University of Tennessee in 1977 and taught elementary and college for six years. He entered the financial services industry in 1983 with the New York Life Insurance Company and began work as the training supervisor of the East Tennessee offices in 1985. His status as the go-to person for product knowledge and plan design helped him realize that to help the most people, it was best to work as an independent trainer with agent responsibilities and specialize in Estate Planning Design. In 1987, he opened Asset Positioning Services, an independent estate planning organization.
Thirty-nine years of experience working with clients, attorneys, and CPAs and credentials from “Estate Docs” Pro as a White Label Distributor called Family Estate Docs have placed Randy in a position to help his clients and all financial services professionals whatever their needs in wealth accumulation, preservation, and distribution.
As author of the book, APPROACH PLAN SUCCEED, and originator of the GO TO first interview for estate planning, “Family Tree Asset Positioning, Randy is in a position to secure the desires of his clients and enhance the value of other financial services providers with his coaching programs.
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