Toll Free 24/7 Telephone 9 Minute Living Trust Presentation.
You no longer have to be concerned or reluctant about talking to your prospects and clients about Living Trusts. All you need to do is ask them if they have a Trust or a Will and no matter what they say you simply tell them "there is some vital estate planning information you must listen to". Give them the phone number and tell them that they can get the whole story in just 9 minutes. The Toll Free Number is 866-927-8552.
Sample Trust
A Sample Heritage Living Trust makes a powerful impression to prospective clients.
Many of our Agents use a Sample Trust, in addition to, or in place of the PowerPoint or Video Presentation. The price for the Sample Trust is $250, which pays for itself after one sale. Click here to order.
Sales Presentation
- PowerPoint Presentation in pdf format
Agent Brochures And Flyers
Click on a link below to view and print the document
Instructions on how to personalize the Fillable & Savable Agent Flyer & Brochures:
Click on the highlighted fields in the Agent Flyer and Brochures to personalize each with your name, phone number, email address, and webpage; your webpage
ends in your webpage name followed by “.aspx” Once you are satisfied with your changes you can save the changes to your computer, and/or print copies. Many Agents send the saved form to their local printer to have copies made to hand out or mail.
NOTE: When you print the Brochure, make sure your printer's Properties Orientation is Landscape. You'll find your printer's Properties on the screen that appears after you click on the print button.
Special Note:
Please make sure you keep your Acrobat Reader updated. Your document is not a simple pdf anymore. PDF Fillable Forms require scripting language which is dependent on Windows. As Windows updates its program so does Adobe. Not performing these update could effect usability of the form fields.
To download Adobe Reader for free, click on this link: https://get.adobe.com/reader/
Attention MAC users:
MAC user will need to download adobe reader for the MAC in order for the forms to work
correctly:
https://www.adobe.com/support/downloads/product.jsp?platform=macintosh&product=10
The Brochure and Flyer are for contracted Heritage Independent Agents use only.