1. ITS Training

2. What’$ In It For You?
When You Use Integrated Trust Systems - ITS

3. What’$ In It For You?
When You Use Integrated Trust Systems - ITS

4. What’$ In It For You?
When You Use Integrated Trust Systems - ITS

5. What’$ In It For You?
When You Use Integrated Trust Systems - ITS

6. Over 50% of adult Americans
do not have a Will; only
21% have a Trust

7. Over 50% of adult Americans
do not have a Will; only
21% have a Trust

8. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
 Don‟t understand how estate planning works

9. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
 Don‟t understand how estate planning works
 Think estate planning is too expensive

10. Over 50% of adult Americans
do not have a Will; only
21% have a Trust
 Don‟t understand how estate planning works
 Think estate planning is too expensive
 Can‟t seem to find anyone that will help them

12. Financial Advisors who assist their clients
with Estate Planning tell us they:

13. Financial Advisors who assist their clients
with Estate Planning tell us they:
 Have a marketing edge for other products

14. Financial Advisors who assist their clients
with Estate Planning tell us they:
 Have a marketing edge for other products
 Can maintain control of assets they manage

15. Financial Advisors who assist their clients
with Estate Planning tell us they:
 Have a marketing edge for other products
 Can maintain control of assets they manage
 Gain greater prestige with their clients

16. Financial Advisors who assist their clients
with Estate Planning tell us they:
 Have a marketing edge for other products
 Can maintain control of assets they manage
 Gain greater prestige with their clients
 Get more client referrals

17. Financial Advisors who assist their clients
with Estate Planning tell us they:
 Have a marketing edge for other products
 Can maintain control of assets they manage
 Gain greater prestige with their clients
 Get more client referrals
 May receive additional monetary compensation

19. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.

20. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!

21. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.

22. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
 ITS gives you credibility – Proven legal protocol

23. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
 ITS gives you credibility – Proven legal protocol
 ITS makes all the difference – It‟s ten times easier to use

24. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
 ITS gives you credibility – Proven legal protocol
 ITS makes all the difference – It‟s ten times easier to use
 ITS offers two pricing models – Regular & Lite

25. The biggest hurdle to using the ITS system has been
the time it takes to learn the system to assist clients.
Today, ITS solves this hurdle!
You minimally assist your clients & see all client assets.
 ITS gives you credibility – Proven legal protocol
 ITS makes all the difference – It‟s ten times easier to use
 ITS offers two pricing models – Regular & Lite
 ITS provides you confidence – To take action today!

26. All You Need to Do!

27. All You Need to Do!
 Ask Clients if they have Estate Plan: Will or Trust

28. All You Need to Do!
 Ask Clients if they have Estate Plan: Will or Trust
 If they are not sure why they need these

29. All You Need to Do!
 Ask Clients if they have Estate Plan: Will or Trust
 If they are not sure why they need these
 Explain how these work

30. All You Need to Do!
 Ask Clients if they have Estate Plan: Will or Trust
 If they are not sure why they need these
 Explain how these work . . . OR

31. All You Need to Do!
 Ask Clients if they have Estate Plan: Will or Trust
 If they are not sure why they need these
 Explain how these work . . . OR
 Send them to: www.basicestateplanningconcepts.com
~ to watch a video explaining basic estate planning ~

32.  When clients watch this video, most will get a
clear understanding of several basic components
of the Estate Planning process:

33.  When clients watch this video, most will get a
clear understanding of several basic components
of the Estate Planning process:
 Usually, clients will want to know the next step

34.  Now, tell clients, “I can help
you get started.”

35.  Now, tell clients, “I can help
you get started.”
 Complete three page ICDQ –
Initial Client Data Questionnaire

36.  Now, tell clients, “I can help
you get started.”
 Complete three page ICDQ –
Initial Client Data Questionnaire

37.  Now, tell clients, “I can help
you get started.”
 Complete three page ICDQ –
Initial Client Data Questionnaire
 Info you collect is preliminary and fundamental

38.  Call Alliance Coach [AC] to go
over ICDQ that you filled out

39.  Call Alliance Coach [AC] to go
over ICDQ that you filled out
 AC develops initial price quote
based on ICDQ info you collect

40.  Call Alliance Coach [AC] to go
over ICDQ that you filled out
 AC develops initial price quote
based on ICDQ info you collect
 Appointment set with client to complete full CDQ

41.  Call Alliance Coach [AC] to go
over ICDQ that you filled out
 AC develops initial price quote
based on ICDQ info you collect
 Appointment set with client to complete full CDQ
 You may be on CDQ
„completion call‟, it‟s
your choice

42.  Call Alliance Coach [AC] to go
over ICDQ that you filled out
 AC develops initial price quote
based on ICDQ info you collect
 Appointment set with client to complete full CDQ
 You may be on CDQ
„completion call‟, it‟s
your choice
 Completed Estate Plan
sent to you for signing,
etc.

43.  Call Alliance Coach [AC] to go
over ICDQ that you filled out
 AC develops initial price quote
based on ICDQ info you collect
 Appointment set with client to complete full CDQ
 You may be on CDQ
„completion call‟, it‟s
your choice
 Completed Estate Plan
sent to you for signing,
etc.

45.  Contact us at: don@trust-its.com

46.  Contact us at: don@trust-its.com
 Callus at: 480-451-7882, #4 to
talk to the Alliance Coach

47.  Contact us at: don@trust-its.com
 Callus at: 480-451-7882, #4 to
talk to the Alliance Coach