Living Trust Package

CLIENTS NEEDS ARE CONSTANTLY EVOLVING

WORK ON YOUR OWN SCHEDULE AND PACE

COMMISSION

$250

AND UP

MANY OF YOUR CLIENTS AREN'T JUST GOING TO LIVE LONGER THEY'RE LIVING BETTER. AS THEIR NEEDS EVOLVE, SO SHOULD THE GUIDANCE THEY DEPEND ON. AS LIFE EXPECTANCY GROWS, SO SHOULD OUR ABILITY TO ENJOY IT PHYSICALLY AND FINANCIALLY. SHOW CLIENTS HOW PAYING ATTENTION TO BOTH THEIR WEALTH AND HEALTH CAN HELP THEIR SAVINGS AND PEACE OF MIND LAST AS LONG AS THEY DO. BY CONSIDERING YOUR OPTIONS EARLY, YOU CAN ENSURE THE QUALITY OF LIFE     THAT IS IMPORTANT TO YOU AND AVOID HAVING YOUR FAMILY GUESS YOUR WISHES OR HAVING TO MAKE CRITICAL DECISIONS FOR YOU UNDER STRESS OR IN EMOTIONAL TURMOIL. A LIVING TRUST (SOMETIMES CALLED AN "INTER VIVOS" OR "REVOCABLE" TRUST) IS A WRITTEN LEGAL DOCUMENT THROUGH WHICH YOUR ASSETS ARE PLACED INTO A TRUST FOR YOUR BENEFIT DURING YOUR LIFETIME AND THEN TRANSFERRED TO DESIGNATED BENEFICIARIES AT YOUR DEATH BY YOUR CHOSEN REPRESENTATIVE, CALLED A "SUCCESSOR TRUSTEE." 

 

THE PACKAGE INCLUDES:
• LIVING TRUST • POUR OVER WILL • MEDICAL POWER OF ATTORNEY

 

6 REASONS LIVING TRUSTS ARE AN IMPERATIVE:
• PROTECTS PROPERTY FOR BENEFICIARIES
• REDUCES OR ELIMINATES ESTATE TAXES
• YOUR ABLE TO MANAGE PROPERTY UPON INCAPACITY
• AVOID PROBATE• AVOID WILL CONTEST• ESTATE PRIVACY

 

EARN THE HIGHEST COMMISSIONS ON REFERRALS IN THE INDUSTRY. 

JOIN AV PREMIER PARTNERS AND EARN AN ADDITIONAL REVENUE STREAM

ALL WHILE PROVIDING YOUR CUSTOMER BASE WITH THE SUPERIOR TAILOR-MADE SERVICES.

FOR MORE INFORMATION 929.266.4126