Family-Centered Estate Planning, Wealth Preservation & Elder Law
Financial Professionals -- Add Value To Your Business
VIP Round Table
Our firm works sensitively with referrals from other professionals, whether they are financial advisors, accountants, or insurance advisors.Mr. Matecun will hold VIP Round Table seminars on estate planning for your select clients at our location or yours, provide educational materials, and enhance your standing with your clients by providing a “value added” service in an important, related area.
The VIP Round Table is an intimate group of your clients set in an interactive environment.It is an opportunity for your clients (or, in some cases, your potential clients) to have valuable access to an estate planning attorney, and learn what comprehensive estate planning is and why they need it.You have already served your clients well, and now you are providing continuing value and service to your clients because you ensure they get the information necessary to make good choices.
Holding a VIP Round Table increases client retention and loyalty because your credibility and image are enhanced. You are someone who is providing a valuable service and who is watching out for valued clients. You have their interests on your mind.
The VIP Round Table is not for generic prospects, only for targeted clients who are in serious need of estate planning.The ideal client is one with whom you already have a relationship and is in need of comprehensive estate planning.To plan a VIP Round Table, please call Glenn Matecun at toll-free (888) 487-6150.
This information is designed to provide a general overview with regard to the subject matter covered. Glenn Matecun is licensed by the State of Michigan and this website is for Michigan residents only. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation. IRS Circular 230 Disclosure: Any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.