Family Estate Planning Giveaway

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Find out more about the vast potential of adding Family Estate Planning to your portfolio.

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FAMILY ESTATE PLANNING

Grow Your Financial Services Business The Smart Way…With Family Estate Planning & Family Tree Asset Positioning

Find out if family estate planning is for you, by taking this easy and fun quiz:

Family Estate Planning Training: Sign up for our FED 30 day training to become a Family Estate Planner!  

Receive your training fee back if you make a sale in the first 60 days 

Family Estate Planning: Would you rather FAST TRACK the training? Sign up to our FED FAST TRACK training and get it done in one weekend!

Receive your training fee back if you make a sale in the first 60 days

And Don’t Forget Our FTAP Guarantee! If you accept our offer, complete our family estate planning training and follow our coaching… your income and life will be changed!

As a financial service professional, you have a lot on your plate…

• Finding prospects…
• Booking appointments…
• Staying up to date with all the changes in financial code…
• Identifying the right products and services to offer your clients…

… and that’s all before you can even make a sale!

So why add “learn how to sell the products and services” to the list of things you need to do beforehand?
Other Family Estate Planning Software Programs give you the bare bones: the software program.
But with Family Tree Asset Positioning, you get much, much more. Unlike other offers, FTAP gives you the ability and opportunity to grow from a single service provider into a full-fledged agency, with your own family estate planners supporting your business growth and revenue.
Now you can purchase the software license and FTAP gives you the Family Estate Planning training included, as well as:

• Weekly coaching sessions
• One-on-one time when you need it (Just book!)
• Marketing Support
• High commissions
• Bootcamps
• Reviews and guidance

Don’t put your hard-earned time and money into a halfway-there software program.
FTAP is the ONLY family estate planning software program that teaches you how to successfully sell Family Estate Planning Services to new and existing customers.

Why not try out the family estate planning software with this free trial?

Meet Randall

My mission is to help you take your insurance business, your AUM, CPA practice, law practice, or even your real estate practice into the world of estate planning so you can take the next natural step into the proper funding of the estate plans you help people design for themselves and their families. Thirty-seven years of experience has placed me in a position to help you with wealth accumulation, preservation, and distribution.

With a bachelors’ degree in education (everything up to sixth grade), and a lived experience background in business education (I taught Introduction to Business, Salesmanship, Money and Banking, Economics 101 Macro, Psychology, Sociology, and Business Math), in a small local business college I have the unique ability to teach you how to provide the exact services your clients need.

And best of all, I can do it in a way that’s simple enough for an elementary student to understand!

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