Estate Tax Explorer

Estate Tax Explorer is an interactive, disk-based presentation designed to be distributed to estate prospects. Once prospects receive this valuable presentation program, they can explore the effects of estate taxation in their own home or office without any sales pressure..

Prospects can enter real numbers into ETE and use their own computer to explore their estate situation; you’ll often find that your prospects will play “what-if” with larger numbers when you’re not there. The five inputs used by ETE are Current Estate, Existing Insurance, Years to Project, Growth Rate, and Transfer Rate.

ETE is simple to use and allows prospects to click on any number or term anywhere in the presentation for an explanation. This means that you won’t have to worry whether or not your prospects know which numbers to put where – ETE can answer most of your prospects’ questions with the click of a button.

Your prospects will be eager for your solutions once they discover that the IRS imposes an estate tax on all of the assets that they’ve accumulated during their lifetimes.

ETE is convenient for . . .

• Prospecting
• Seminar Handout
• Presentations
• Disk-Based Advertising