Wealth Transfer Tour Request

LEARN HOW TO USE AND IMPLEMENT OUR WEALTH TRANSFER MARKETING PLATFORM TO INCREASE SALES

Here's an overview of what will be discussed during our Wealth Transfer Tour:

How to use this client video to increase sales during meetings and seminars
Incorporating our client handouts as gifts
Using the corresponding client questionnaires and fact-finders
How to use the information from the questionnaires to address their needs
All of the client material that's included in our kit

Schedule your tour and receive our consumer guide titled, "Wealth Transfer Using Single Premium Life"

Our Consumer Guide Shows Clients How To:

Avoid the “tax time bomb”
Increase the size of their estate and transfer wealth in a tax efficient manner
What products are designed for wealth transfer
Protect their beneficiaries from being bumped up into a higher tax bracket

Schedule Your Tour And Download Our Wealth Transfer Consumer Guide >>

If you have any questions, please feel free to contact us:

Toll-Free: 1-877-844-0900
Carmel Office: (317) 844-4411
Chicago Office: 847-292-4477
Email: info@ohlsongroup.com

CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now

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