Integrity Marketing

Enhancements to the Estate Protection Plan

We were quite literally overwhelmed at the response to our special promotion pricing on the Estate Protection Plan. As you may know, this is a turn-key marketing campaign to reach employers, business owners, and membership associations. The regular price for the campaign is $1,595, and we offered it through May 15th at $995. However, we have decided to extend that sale price through May 31st.

This is the last time this program will be offered at this price. I hate any kind of hard-sell, buy-it-now pitch, but the truth is that once we made the decision that we cannot offer it again at this price, we thought it only fair to let everyone know that this is the last chance you will have to purchase the program at a $600 discount.

Here is why -- with so many purchasing the program, we have decided to add a full 12 months of support and training to help everyone get the most out of their investment with a successful implementation. The last thing we want is for you to buy the program, and let it set on your shelf somewhere, gathering dust. We will walk you through the process, explain strategies, help you build your implementation team, write your marketing plan and listen to your feedback to make the program even better for everyone!

The first training session will be at 11 a.m. (central) on Tuesday, June 5. This will be a live webinar, offered for free to everyone who has purchased the program.

Additionally, we have established an online coaching forum to answer questions, provide downloadable updates and ongoing enhancements to the program. Everyone who purchases the program will be automatically enrolled in the Forum, at no extra charge.

Based on your feedback, we plan to conduct additional live, interactive Webinars throughout the year to help keep your momentum going. We want to make sure everyone who owns the program has every opportunity to implement it successfully, and generate more revenue by tapping into this market.

These enhancements are included at NO EXTRA CHARGE for those who purchase the program now. But we realize that, with these enhancements, we will not be able to offer the program again at this price.

The Estate Protection Plan campaign now includes:

• 12 months of training & support with online coaching,
• and FREE interactive live Webinar training for you and your staff
• Implementation Guide
  Sample letters for business owners, financial advisors, associations and HR professionals
• Power Point presentations to help you explain the program to business owners & employers
  Workshop presentations for employees
• Promotion and follow-up materials
• A 12-month campaign of flyers and payroll stuffers
• Sample e-mail announcements and
• Brochure overviewing the program for potential participants

For more detailed information Click Here to visit our site.

Click Here to BUY NOW and SAVE $600!

If you have any questions about this turn-key, plug-n-play campaign please call us toll-free at 1-877-352-2021, ext. 0, or send an email to info@estateplanningpartners.com

Thank you for your business, and we look forward to working together to bring you more business!

Questions About The Estate Protection Plan

Thanks for your question, Ron, about the ethical aspects of the Estate Protection Plan. I hope Kyle's reply answered your question. You can usually find a copy of your state's Rules on the state bar's website. Look for Rule 7.3 and see if your state's rules follow the ABA Model Rules as Kyle quoted in his message. Many states do. Some do not. The program is designed to comply in those states that do.

Another question we received off-line was about how to develop a contact list to begin implementing the campaign. First, let me assure you that this is part of your marketing guide included when you buy the program. We supply virtually everything you need, except the dedication on your part to succeed Second, we also will cover targeting and building your list during the FREE Webinar on June 5th

1. The Estate Protection Plan is not an expensive program to implement. It does not rely on a heavy direct mail campaign. Purchasing a cold list and bombarding it with direct mail would be about the least cost-effective strategy. Over time, it certainly would work. But time and money are two reasonably limited commodities in your law firm!
2. Because you will be contacting individuals acting in a fiduciary capacity, think of these individuals more as potential referral sources. This is really just a variation on referral-based marketing. And as you know, you do not need to contact 1,500 potential referral sources to build your practice. Because each person represents many prospective clients, your list will be relatively small and targeted.
3. Your targeted approach will focus on the top 10 to 50 prospects in your locale, most likely already within your centers of influence. We will look at your current client base, your referral base, your trade and business associations, membership organizations, and your own commercial networks first. Remember, this is NOT a shotgun strategy. This is laser-focus.
4. Another successful strategy is to offer the program as a JOINT marketing effort between you and one or more of your top referral sources, as a benefit they can offer to THEIR business clients.

Now, let me ask you some questions.

1. Do you want to work with business owners?
2. Do you want to penetrate that large and growing market of self-directed investors who cannot be reached through traditional referral sources?
3. Do you want to achieve a level of independence that will protect your practice from the vagaries of sometimes fickle financial advisors?
4. Would you like to have a larger base of clients who are self-directed, for whom you might be able to make referrals to trusted, competent advisors -- thereby improving your own position among allied professionals?

If you answered yes to any or all of those questions, then I have one more for you:

Are you willing to invest in your practice to make that happen.

How do you suppose those financial advisors who influence so many clients got those clients in the first place? Do you suppose they were just assigned to them by a marketing agency or by their district office? No. They were not. Those financial advisors put time, effort and money into developing their client base. .

And so will you. With the Estate Protection Plan, you receive all of the necessary communications, marketing guidance, free training, and a track to run on. It is turn-key, but it does not run itself. However, you will not be throwing time and money away chasing ill-conceived one-shot marketing schemes. Yours will be a focused, well-planned effort to develop long-term relationships within a lucrative, under-served, and growing market.

Through May 15th, we have discounted the program from our regular $1,595 price to just $995, with a bundled $350 training WEBINAR FREE for a total savings of $950!. After the 15th, we will extend the sale at a price of $1,295through the end of May, and will still include the $350 Webinar at no charge.

For more information about the Estate Protection Plan, visit our website at http://www.estateplanningpartners.com/estate_protection_plan.htm or call James at 1-877-352-2021, ext. 0.

Or Click Here to BUY NOW and SAVE $600!

FREE Webinar Training

We are pleased with the response we've received so far on the special promotional price for your business marketing campaign, The Estate Protection Plan. As you may have read, we have discounted the price through May 15th from the regular $1,595 to just $995. After May 15th, we will extend the sale at $1,295 until the end of the month.

Because we are committed to being your marketing partner, we also have scheduled a FREE Webinar Training event on June 5th, available to anyone who purchases (or has purchased in the past) the Estate Protection Plan. This is a $350 value -- a full-hour of jump-start training to help you implement and get the most out of your business-owner marketing campaign.

This brings your total savings up to $950! if you purchase before May 15th!

We developed the Estate Protection Plan as a complete, turn-key marketing campaign that allows you to directly solicit business owners and their employees for estate planning services. As you know, direct solicitation is almost uniformly prohibited under the Rules for Professional Conduct regarding advertising ... except as authorized under "comment [6] to rule 7.3 of the ABA Model Rules of Professional Conduct regarding direct contact with prospective clients."  This is one of the very few ways attorneys can ethically approach consumers directly -- and begin to reach the sizable market that exists OUTSIDE of traditional referral-marketing channels.

While many attorneys recognize the need to supplement their referral-based marketing efforts with workshops and seminars, that strategy falls flat in terms of reaching the lucrative Mass Affluent (those with investble assets of $100,000 to $1 million, exclusive of primary residence or retirement plans) market. Why? Because they are AT WORK during the day, and still have busy, active lifestyles in the evenings and on weekends. They simply do not HAVE TIME to attend workshops and seminars.

There are two primary strategies for reaching this market segment: workplace education and the internet. The Estate Protection incorporates both.

Through May 15th, we have discounted the program from our regular $1,595 price to just $995, with a bundled $350 training WEBINAR FREE for a total savings of $950!. After the 15th, we will extend the sale at a price of $1,295 through the end of May, and will still include the $350 Webinar at no charge.

For more information about the Estate Protection Plan, visit our website at http://www.estateplanningpartners.com/estate_protection_plan.htm or call James at 1-877-352-2021, ext. 0.

Or Click Here to BUY NOW and SAVE $900!

Are You Missing Half the Market?

Traditional marketing for estate attorneys focuses on building strong alliances with allied professionals to build a stream of referrals. This is a time-proven strategy. Learning to do this exceptionally well -- better than your peers -- is key to practice development success.

However, there is another aspect of marketing that should be catching your attention. If not, you are effectively cutting yourself out of approximately half of the estate planning market.

Consider the single largest, fastest-growing sector of the financial market: The Mass Affluent, defined as those with investable assets between $100,000 and $1 million. Investable assets include savings, checking, money market accounts, certificates of deposit, mutual funds and real estate other than a primary dwelling; excludes primary home and qualified retirement accounts.

This large, and rapidly growing market sector is important to your estate planning practice for a number of reasons, including the facts that they have significant estate planning needs, are sophisticated consumers who demand integrity in their advisors, and they have liquid assets with which to pay for your services (remember, we are talking about up to $1 million in investable assets, exclusive of retirement plans and primary residences).

This market sector comprises more than 10 million U.S. households and $9.6 trillion in total assets. They control 33 percent of the nation's wealth. This is not the miniscule top 3 percent of the market, but rather a healthy 17 percent of all US households. If you can reach this market, you can enjoy a healthy, profitable, and sustainable practice.

The marketing challenge, however, reaching this sector with compelling messages. First, most of the market still works -- as top executives and business owners. And, for them, tax issues take a back seat to being remembered for having provided for one's family. Nearly one-third are the owners of privately-held businesses. And approximately HALF ARE SELF-DIRECTED INVESTORS -- which means you cannot reach them through traditional referral-based marketing channels.

In a recent survey conducted by Lincoln Financial, nearly 60 PERCENT of investors in this market sector said they would go directly to an attorney for estate planning services, as opposed to seeking out a "team" of financial, accounting and legal advisors.

This is why we developed the Estate Protection Plan as a complete, turn-key marketing campaign that allows you to directly solicit business owners and their employees for estate planning services. As you know, direct solicitation is almost uniformly prohibited under the Rules for Professional Conduct regarding advertising ... except as authorized under "comment [6] to rule 7.3 of the ABA Model Rules of Professional Conduct regarding direct contact with prospective clients."  This is one of the very few ways attorneys can ethically approach consumers directly -- and begin to reach the sizable market that exists OUTSIDE of traditional referral-marketing channels.

While many attorneys recognize the need to supplement their referral-based marketing efforts with workshops and seminars, that strategy falls flat in terms of reaching this lucrative Mass Affluent market. Why? Because they are AT WORK during the day, and still have busy, active lifestyles in the evenings and on weekends. They simply do not HAVE TIME to attend workshops and seminars.

There are two primary strategies for reaching this market segment: workplace education and the internet. The Estate Protection incorporates both.

And right now, through May 15th, we have discounted the program from our regular $1,595 price to just $995. After the 15th, we will extend the sale at a price of $1,295 through the end of May.

For more information about the Estate Protection Plan, visit our website at http://www.estateplanningpartners.com/estate_protection_plan.htm or call James at 1-877-352-2021, ext. 0.

Or Click Here to BUY NOW and SAVE $600!

Who Wants To Read Your ENewsletter?

How can you ensure your e-mail marketing campaign is successful, does not annoy your best clients, and does not break the law? I recently attended a workshop with award-winning author and e-mail marketing consultant, Jeanne Jeannings (author of The E-Mail Marketing Kit). She outlined NINE KEY CONSIDERATIONS for designing an email marketing campaign. So far, we have covered the first six: Deliverability, the "From" line, the "Subject" line, the Preview Pane, your First Screen (on your website), and the general Look and Feel. Today we wrap up with the some tips about the CONTENT of your enewsletter.

Valuable, Relevant Content -- Now, your message has been delivered, was not deleted, made a good first impression, and IS BEING READ. Make sure your readers appreciate what they have received!

Make your content:

1. Benefit-oriented and engaging;
2. Relevant;
3. Interactive; and
4. A manageable length.

Your Business Goals -- Why are you even sending an email newsletter? What are your business goals? Remember, you are trying to BUILD a RELATIONSHIP, not provide information, education or do-it-yourself solutions. Your goal is to bring the reader into a relationship with you!

1. Make sure your content supports your goal 100%;
2. Include multiple methods of contacting you -- don't leave out your phone number, your mailing address, or your email address; and
3. Be effective but not pushy.

The Legal Footer -- Every email message should include a footer, but there are some unique aspects of your email newsletter that should ALWAYS be addressed in your footer, to include:

1. An unsubscribe link -- an absolute necessity;
2. Also offer a subscription management link so people can update their email address, or subscribe to other of your firm's newsletters;
3. Include your physical mailing address;
4. Include additional contact information (phone, fax or email); and
5. Protect your content with a copyright statement.

Did you know that IMS offers two versions of electronic newsletters? Both versions are:

• Fully customizable with your firm branding,
• Professionally written and delivered as web-page type documents,
• Distributed through a dedicated distribution service,
• Are interactive,
• Include links bringing visitors to your Website, and
• Suitable for use with professional advisors, clients and prospects. 

We do not send, and do not recommend sending file attachments of any sort with (including Adobe Acrobat files) with your enewsletter. File attachments will annoy your readers, not delight them! They don't show up in the "Preview Pane," require too many "extra" steps for the user, download slowly, are not "instant open," and cannot be tracked through an e-mail server. If you store them on your website, search engine crawlers will not index them for key words -- so they do not help your directory rankings the way a web-page style newsletter will. And remember that sending "bulk e-mail" from your law firm is a great way to get the whole firm (AND your ISP) banned for abuse! Try explaining THAT to the managing partner!

Click here to send an email request for an ACTUAL SAMPLE of an IMS client e-newsletter. 

Your Email Image

How can you ensure your e-mail marketing campaign is successful, does not annoy your best clients, and does not break the law? I recently attended a workshop with award-winning author and e-mail marketing consultant, Jeanne Jeannings (author of The E-Mail Marketing Kit). She outlilned NINE KEY CONSIDERATIONS for designing an email marketing campaign. So far, we have covered the first four: Deliverability, the "From" line, the "Subject" line and the Preview Pane. Today we begin with the First Screen of your online landing page.

Your First Screen -- Your email newsletter should draw people online to view the entire message. When they follow a hyperlink to your online newsletter, be sure the first screen they view:

1. Starts with an engaging opening paragraph;
2. Is clearly from a real person or group; and
3. Includes a book-marked table of contents.

The Look and Feel -- Remember, your email newsletter is your Public Image, and you only get one chance to make a First Impression. The look and feel of your newsletter conveys even more about you than the content. Make sure your email newsletter:

1. Is engaging to the eye to draw people in;
2. Is entirely consistent with your Website;
3. Uses images to support the message, not distract from it; and
4. Is short and skimmable.

Check back soon for the rest of the tips!

Did you know that IMS offers two versions of electronic newsletters? Both versions are:

1. Fully customizable with your firm branding,
2. Professionally written and delivered as web-page type documents,
3. Distributed through a dedicated distribution service,
4. Are interactive,
5. Include links bringing visitors to your Website, and
6. Suitable for use with professional advisors, clients and prospects. 

We do not send, and do not recommend sending file attachments of any sort with (including Adobe Acrobat files) with your enewsletter. File attachments will annoy your readers, not delight them! They don't show up in the "Preview Pane," require too many "extra" steps for the user, download slowly, are not "instant open," and cannot be tracked through an e-mail server. If you store them on your website, search engine crawlers will not index them for key words -- so they do not help your directory rankings the way a web-page style newsletter will. And remember that sending "bulk e-mail" from your law firm is a great way to get the whole firm (AND your ISP) banned for abuse! Try explaining THAT to the managing partner!

Click here to send an email request for an ACTUAL SAMPLE of an IMS client e-newsletter.