Launch An Estate Planning Profit Center
Using eSmart Tools
In This Exclusive 2-Day Masterclass
Insurance Agents & Financial Advisors:
Enjoy A More Profitable 2020 & Beyond!
Audiences Are Packing Out Venues For This Information Right Now!
Conference Dates
October 22-23, 2020
Yes, please notify me when the spring and fall 2021 tickets go on sale!
It's as simple as 1-2-3
1. People are pouring into Wills, Trusts & Probate Workshops, that you'll be able to conduct
2. Submit your client's data, electronic payment & book calls with your new legal back-office
3. Your client's completed trust becomes the MASTER KEY, unlocking the need for your primary servicesÂ
BONUS: This 2-day Masterclass is Hands-On!
Raise Your Earning Level Using eSmart Trusts
Don't miss out on this exclusive event!
When you reserve your spot. . .
Are you ready to finally take your practice to the next level and launch
estate planning services as an addition to your practice?
If so, this Masterclass is designed to fast-track your launch.
You'll be able to get the entire program, personalized presentation materials, and live instruction.Â
This is NOT another insurance product seminar or leadership summit...
This is an intimate, Done-With-You event that combines "learning" with "ready-to-apply" action in a proven way.Â
Together, we'll show you the simple, streamlined steps from selecting a venue, inviting your target audience, providing a customized presentation with your story, picture and logos, to your discovery appointment, followed by collecting the data and involving the legal team, to asset evaluation, plan design and the exploration of niche markets.Â
This is the same system I've taught to IMOs, advisors and their audiences nation-wide. . .
That has given families true peace of mind in knowing that all their affairs are in order and that the legacy they'll be passing on to their families will be safe from creditors and predators and probate court.Â
Besides blessing your clients with peace of mind, you'll experience a new inner satisfaction from rescuing families in a way you never could before! Every day you'll be rewarded with...
Imagine not having to buy leads or cold calling again. . .
Business that doesn't feel like selling, but helping.
Imagine if you could serve a niche market like the Special Needs community? What kind of difference could you make in this world, if that was your reality?
Well that's exactly what I want to help you achieve at my Unlocking the Magic Masterclass the end of October.
You Should Know
I've been working along side financial advisors to incorporate estate planning as their lead. For most, the ROI has been incredible!
One of my advisors was retired and came back into the business when he saw this program.
Another power couple I trained had traveled the country filling ball rooms with investors they trained. Today, they only do one presentation quarterly and are enjoying the good life making more money because of the power of full asset disclosure.
One of our most successful advisors, who you will hear from at the event, was on target for a million dollar year, prior to Covid-19, with only an insurance business. In fact, he got kicked out of the local library system because he was getting crowds of 70+ people night after night! So, he moved to the suburbs and is doing even better!
But a lot of the time, that isn't the case.
Unfortunately - at least, in my experience - many who I've trained have done little or nothing or they try to create a hybrid program or they circumvent the simple steps I've laid out and that seems to never work as well. Some right now, are sitting out the rest of the year blaming the pandemic, even though the rest of us using this system are crushing it in spite of the pandemic!
As a financial professional, your success will ultimately ALWAYS be your responsibility. I'm here to help you enhance what you already do well!
I Am Hosting This For Serious Advisors
Stacy Pearson, National Trainer
Creator of the Universal Guardian Trust
President of Protected Families
So, if you are interested in first protecting your client's assets before managing them and you want to know what our 2-days together will look like . . .
It's time to step up and invest in fixing 2020 and putting an accelerator on every year after.
It's time to pull the shades back up, turn the Open sign back on and help some people in their time of need!
The new normal is here and those who embrace it and use this time to educate themselves about how to not just survive but thrive, they will have managed to step aside from me-too, product-driven practices to legacy-driven practices, making this event your defining moment of 2020.Â
A Warning Though: There Are VERY Limited Spots Available At This Accelerator
So, if you are ready to launch your new estate planning profit center with the help of my team and I . . .
Then keep reading until you have enough information to register because the event is expected to sell out and this page will be taken down.Â
Seating is limited because my team and I will be personally working with you to customize your materials. We will also have a photographer and videographer who will capture content that will be useful for your presentations and especially any social media you plan to employ.
For that reason, we have to limit registrations so that we can serve each one.
With that said, let me share this program with you. . .
Introducing: The Unlocking the Magic
Accelerator Conference
The 2-Day Accelerator Experience Designed to Help YOU
Launch Estate Planning as a Value Added Service Fast
Typically, I would be jetting between cities doing 1-on-1 advisor coaching or speaking in front of live audiences. Â
However, the pandemic has modified where and how I work.Â
Not being one to let circumstances dictate my ability to serve others, I took advantage of the opportunity to develop some online events and to deliver my very successful step-by-step system in a fashion that will fast-track your launch into estate planning services.
You'll meet and be trained by the very team that will be serving you and your clients.
By the time you leave, you'll have our phone numbers and our calendar links and you'll have everything you need to succeed.
You'll be able to avoid the trial and error by leaving with a proven system.
All you'll need to bring with you is your laptop and a LET'S DO THIS attitude. . .
So, if you're truly serious about adding a virtual estate planning back office that costs you nothing, then attending this event is a no-brainer.Â
Here's How It Works:
The Masterclass is designed as an Accelerator . . .
That means you WON'T be going home with a lot of homework. . .
Because we will be training you live and not sending you home with a course to study.Â
We will be working to provide your customized materials while you're with us.Â
Take a look at what we'll be getting done together:
Day #1:
Learning The Basics
I'll introduce you to Integrated Trust Systems who specialize in technology that creates trust documents.Â
For 35 years they've been the back-office for estate planning attorneys who fronted the process.
You'll hear case studies about the magic of full asset disclosure that only comes from protecting client assets first.
You'll learn how licensed financial professionals like yourself will collect a few pieces of information . .Â
Then pass the baton onto your legal team . .Â
Who create a customized Trust that they turn back over to you!
You'll never lose another client because this is not a referral out!
You don't have to become an estate planner to incorporate asset protection into your practice. . .
However, there are some basics you will want to have.
You'll enjoy Jennifer Surmacz' "mini law school."
This former probate attorney has unforgettable insider stories you'll hear!
You will then experience a live presentation & discovery appointment.
Next, you'll power up your laptop!
You'll experience how easy it is to collect & enter the data so we can serve your clients virtually.
You'll understand why Seniors love our system for its ease . . .
Others love the control it gives them for making updates.Â
Day #2:
Unlocking the Magic!
Building on Day 1, we will take a deeper dive.
Since asset discovery is the "magic" we've been referring to. . .
We will cover asset protection and distribution strategies. . .Â
For things like IRAs, Qualified Plans and niche markets like Special Needs and nonprofits.
You'll discover how to first protect your client's assets so you can manage them in their entirety. . .Â
For multiple generations!
I'll show you how to avoid being fired by the next generation!
Currently, there is a 95% chance your client's heirs will move the managed accounts they inherit.
The ability to give your client control beyond the grave so you remain in charge of managed assets.
This single mechanism is worth your time & investment in this training alone!
These are my team of experts who take care of the details so you can continue focusing on what you do best!
I work with them every single day. . .Â
You'll get to meet them & benefit from their genius zones! Â
So, no matter what question or roadblock is standing between you and the success of your new venture. . .
You'll have someone to make you look good in front of your clients. . .Â
Or to help you figure it out behind the scenes!Â
Stacy
Host, National Trainer, Creator of the Universal Guardian Trust
You'll work with me every step of the way. You'll have my cell phone number and my commitment to make you look like the hero while helping you serve others well! I'm anxious to meet you!
Jennifer
Attorney Extraordinaire
Not your typical attorney, Jennifer's warm & generous nature makes her a client and advisor fan-favorite. Her "mini law school" is captivating, passionate & funny! The same discipline that made her a Taekwon-Do Champion will make you look good as she serves your clients!Â
Andrew
Genius in the Room
Andrew is a Harvard grad who creates amazing financial plans . . .for fun, the way some people do crossword puzzles! Andrew is the Vice President of CSI Financial Group in Phoenix, AZ and is highly sought after for his expertise. I personally know an advisor who retired on a single plan Andrew developed.
Ronald Harvey
Attorney, RIA
Ron has two super powers... he manages his own private law practice but prefers working his magic with qualified plans managing his Registered Investment firm. Leave it to Ron to find a way to offer CPAs continuing education hours while he pitches them on Cash Balance Plans for Professional Associations!Â
Abby Vick
Author, RIA Founder, Develops Financially Savvy Women
Former National Director of WEFI, Women Empowering Financial Independence, Abby is passionate about developing female advisors. Her history of developing the potential in others is a rare find in the financial industry. Â
Scott Garcia
Radio Show Host of Retirement on Your Own Terms
Scott has been so successful sharing his estate planning message to retirees that he no longer has to bribe people with food to get them to come. He also has the distinction of having so many folks attending his weekly presentations that he got kicked out of one library branch! No bother! Now he's filling up libraries in the suburbs! Scott's training is invaluable. Be sure to spend some time with this guy during the conference!
Stacy Pearson
Creator, Universal Guardian Trust
President, Protected Families
Tulsa, Oklahoma
Stacy teaches financial advisors throughout the US
how to expand and stimulate their practices through the use of technology-assisted estate planning.Â
The sister of a brother with Special Needs, Stacy traveled home to help her parents with him while they were both battling medical problems. Without their input, she was suddenly thrust into a frightening situation not knowing his food allergies or the combination to the medicine safe.Â
Having worked at every level of government, both state and national, including speaking at the United Nations, advocating for those without a voice, Stacy knew she was not alone. To solve the problem, she turned to the Steve Jobs of technology-assisted estate planning, Gary Loftsgard, CEO of Integrated Trust Systems, and developed the Universal Guardian Trust & caregiver’s guide. Now families with minor children, especially those with disabilities, can easily and affordably transfer their assets and caregiver instructions unhindered while also preserving SSI income qualification.
Stacy and her team of specialists including attorneys, paralegals and industry experts have a mission to help families probate-proof their estates. Learn why advisors nation-wide are experiencing the magic of developing stronger client relationships, building better financial plans and bridging generational relationships with their clients when first protecting their estates from loss to probate.Â
Jennifer Surmacz, J.D.
Chief Counsel, eStatePlan
Owner, Estate Lawyers USA
St. Louis, Missouri
Attorney Jennifer Surmacz is passionate about helping clients and financial advisors understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer travels throughout the US training financial advisors and their clients about the value of estate planning and promotes the technology-assisted eStatePlan. She is the author of the eBook "10 Estate Planning Tips to Avoid Fracturing of Families."
Jennifer has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. She served as a Special Public Defender for Juveniles and is a member of the Gene Slay's Boys and Girls Club. Jennifer is a member of the American Bar Association, the National Association of Professional Women and Lawyers Fighting Hunger. She served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association.
Jennifer was born into a military family and lived in several states. As evidence that military discipline was ingrained in her Jennifer graduated from High School as Valedictorian and a National Merit Scholar, going on to earn her Juris Doctor at Oklahoma City University School of Law. She is also a black belt and National Champion in Tae Kwon Do.
Andrew Auchincloss Victor
Vice President
CSI Financial Group
Phoenix, Arizona
Andrew has been in the financial services industry for over 22 years, providing counsel in the areas of Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning to high-net worth clients.
Andrew works with advisors using a consultative approach to explain complex and comprehensive solutions to their clients, attorneys, and accountants using virtual meeting tools. This approach allows advisors to remain in control of their client relationship while benefiting from Andrew's expertise for comprehensive client solutions.
Andrew graduated from Harvard in 1993 with a Bachelor's degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack. He enjoys playing golf and tennis.
Ronald J Harvey, J.D.
President, President of Harvey & Companies
Registered Investment Advisor
St Petersburg, Florida
Ron is a well-known speaker in the State of Florida and a coach to investors nationwide. His Registered Investment Advisor firm serves the investment needs of his corporate plan sponsors, specializing in the design and administration of qualified retirement plans, i.e., Pension Plans, Profit Sharing and 401(k) plans. In addition, Ron's "Investor Education Series" is aimed at helping pre-retirees and retirees to avoid common mistakes.
Ron works with La Jolla Economics, Inc. of La Jolla, California and Matrix Advisors of Cincinnati, Ohio in developing allocation strategies that utilize a passive management style.
Ron is a graduate of Indiana University School of Law. He has enjoyed a variety of positions including his own private law practice, the legal department of an actuarial firm. As a legal consultant for a mid-west firm, he set up and operated their west coast office in Florida.
Ron is married and resides in St. Petersburg, Florida.
Abby Vick
Owner, Paradigm Money Management
Registered Investment Advisor
Phoenix, Arizona
Abby is a leading expert in empowering women to awaken to their financial potential. As the author of "Your Dream Retirement" and the creator of multiple financial programs for women, including "Your Dream Retirement" and "The Freedom Shift," Abby is passionate about helping women be financially literate in order to have options and freedom in their lives. Her insights have been featured multiple times in Insurance News Net, one of the most highly regarded industry publications.
With a degree in Social Work and a decade of experience working to empower women to accomplish their financial goals and dreams, Abby is widely regarded as a guide and mentor to women seeking a better financial future for themselves. Her work history includes working in the Active Trader Group at Charles Schwab, where she was one of only two women helping investors make smart financial decisions. Having built over $200 million in retirement income plans, Abby is an expert in setting her clients up for long term financial success.
As a financial advisor Abby can help any woman seeking to take control of her finances, to chart a course for financial freedom and empowerment through her proprietary Dream Planning method.
Scott Garcia
President, Premier Estate & Income Planning
Talk Radio Show Host
St Louis, Mo
Scott is the president and founder of Premier Estate & Income Planning. He has been helping clients protect their nest eggs and plan for an abundant future for more than 30 years.
At an early age, Scott experienced how one of life’s curveballs can take you off course. Three weeks into baseball practice, at age 18, Scott was diagnosed with life-threatening cancer and was told he only had three weeks to live. Fortunately, his treatment worked and he was able to return to school within two years.
Scott entered the financial services industry with Banker’s Life and Casualty in 1986 and remained there loyally for 17 years. He was honored as the St. Louis Agent of the Year for six years in a row.
When he saw an opportunity to return to working with clients one-on-one to help them prepare for their financial futures, Scott founded the company that led to Premier Estate & Income Planning so he could operate independently and bring the best of all product solutions available to his clients. Over his career, Scott has helped more than 1,000 clients.
Not Anywhere Else. . .
This is your chance to finally overcome plateaus or losses due to the pandemic.
This is your chance to take your practice to the next level!
It's your reason to re-connect with your existing clients and to acquire new clients.
One of my busiest advisors is simply reconnecting with existing clients offering medical directives & getting their affairs in order.
You will not receive any generic advice or training at this conference...
Just actionable, hands-on, done-with-you implementation that will take your practice to the next level.
And it gets even better. . .Â
While You Are Learning How To Launch Your Successful Estate Services, My Team Will Be Busy. . .
Customizing Your Presentation Materials & Media Content
Meaning, we're going to work with you to create a branded slide presentation...
We will create our customized handouts and emails that you will use with your clients.
You will also spend time with our photographer and videographer who will create some content you can use promotionally.
I don't want you to leave this event geared-up and excited to get started. . .
Only to find yourself bogged down having to create materials and content.
You'll be focusing on what YOU do best and we'll take care of ALL the rest!
This includes everything from the invitations you'll mail, your presentation slides, printables and emails you'll use with your clients.Â
So all YOU need to do is get started.
Exclusively for Serious Advisors
This private, intimate Accelerator is exclusive for financial advisors who are ready to offer digital estate planning as the foundation to their planning services.Â
This is only for you if:
This Isn't Just Another Conference...
This Is A Hands On Done-With-You Intensive
The Important Details:
- There Are LIMITED Seats Available For This Event
- This Is A Physical Event, With Attention to Social Distancing
- Negotiated Room Rates include free transportation to & from the Tulsa airport
- Hot breakfast is included
- Your Registration Covers Everything You Will Need To Start
- Remember the fun!
October 22nd-23rd, 2020
The Investment:
$1,997 USD
Ticket sales now closed. Yes, please notify me when the spring and fall 2021 tickets go on sale.
Testimonials From Advisors I've Trained
"For over 37 years in the insurance and financial services industry, being able to offer my clients an estate plan is the most financially rewarding program I've ever been associated with. There is total support, from beginning to end. My advice for new advisors is don't try to re-invent the wheel. Just follow this system to the letter and you will be successful."
-Sheldon Novack
"I've long-been a legacy advocate, but as a new insurance agent, I was trying to get noticed with me-too products in a crowded space. Being able to offer a revocable living trust worked to fill the events I was scheduling. That the trust was customized with an attorney in days - not months, for a flat fee I could be proud to offer - now that was a differentiator! I can't say enough about Stacy Pearson's dedication to serving others. She is a true professional and exemplifies what the world needs more of right now.
-Caleb Kidd Coy
"It's crazy to think that you can sit at one client's table after the next, unable to answer the questions that are circling in their minds. Then all of a sudden you not only have the answer, but you have the ability to truly take care of them without referring them out. It was so exciting to finally be able to say, 'You know, I can help you with that." With a little practice and help from our new back-office we can now deliver full blown estate plans and become our client's trusted advisor. This in turn, allows us to help them with their financial portfolios."
-Rebecca Schriver
Here's How You'll Revolutionize Your Practice in 2 Days . . . If You Are Ready
UNLOCKING THE MAGIC EVENT DETAILS
All Central Time Zone
Thursday Oct 22nd
9:00 am - 6:00 pm Central
The Magic of Full Asset Disclosure
Mini Law School
Wills & Probate vs Trusts
Client Acquisition
Our Revocable Living Trust Package
Meet & Greet Social Event
And More...
Friday Oct 23rd
8:00 am - 5:00 pm Central
BONUS Session "The Magic & Beyond"
Niche Markets:
Special Needs, Nonprofits, Qualified Plans, Wealth Preservation
Accelerator Breakouts
And More...
Brand New Stoney Creek Hotel & Convention Center
Stoney Creek COVID-19 Update
In times of uncertainty surrounding travel, the safety of our guests, our staff, and our families is our top priority.
As a Hospitality Company operating in five states, we are actively monitoring the Coronavirus (COVID-19) and taking measures on a daily basis to ensure that we meet the latest guidelines on cleaning, sanitation, and hygiene practices provided by the Centers for Disease Control and Prevention (CDC) as well as the World Health Organization (WHO). See additional COVID-19 information below.
Conference Update: While Tulsa, Oklahoma does have a mask mandate for public places, Broken Arrow does not. However, many retailers are still asking for masks to be worn. The convention center is not requiring masks but has plenty of room for social distancing. Attendees may act on their own accord. Color coded wrist bands will be provided for conference guests to indicate your preferred level of social distancing.