ePIC University: From Advisor to Confident Estate Planning Provider
Your step-by-step training to integrate estate planning into your practice, attract more clients, and build lifelong relationships.
Course
ePIC University: The Trust Advantage
$7,000.00
6 Chapters
34 Lessons
Unlock the Power of Estate Planning
Discover why estate planning is your most potent client acquisition tool and how to integrate it seamlessly into your practice.
Master the OEPT System
Learn to leverage our Outsourced Estate Planning Team (OEPT) and handoff clients to our team with confidence.
Maximize Your Marketing Kit
Utilize our marketing assets, including websites and seminar systems, to attract and convert prospects effectively.
Why This Course?
Estate Planning is the #1 Client Acquisition Solution
Today’s clients don’t just want financial products, they want peace of mind. Estate planning is the conversation that opens the door to trust, loyalty, and lifelong relationships.
Who This Course Is For
This course is exclusively for ePIC Advisors. The financial professionals who want to:
- Stand out in a crowded marketplace
- Build stronger client relationships
- Unlock new revenue streams with estate planning as the foundation
Course Outline
6 Chapters · 34 Lessons
Confidently introduce estate planning to your prospects, and successfully leverage your Outsourced Estate Planning Team (OEPT)
Activate your marketing kit to attract and convert new clients
Guide clients through the estate planning process without crossing compliance lines + build trust that leads to annuity, insurance, and new investment opportunities
Confidently introduce estate planning to your prospects, and successfully leverage your Outsourced Estate Planning Team (OEPT)
Activate your marketing kit to attract and convert new clients
Guide clients through the estate planning process without crossing compliance lines + build trust that leads to annuity, insurance, and new investment opportunities
Ready to Elevate Your Practice?
Ready to position yourself as a trusted estate planning advisor? Unlock the potential of estate planning and grow your client base with our comprehensive training program.
$7,000.00