We want you to confidently offer new services like Estate Planning and Asset Protection to your clients.
To make sure you have all the assistance you need, we are offering an unparalleled level of support for Protect members.
Starting 12 March 2024 — and continuing each fortnight, Timothy Munro, Founder of ChangeGPS, together with experts like Grant Abbott, will offer a unique open Q&A where you can:
- Ask specific client questions
- Learn about structures you aren't as familiar with
- Get specific learning on how Protect works
- Ask any question you like to help you confidently roll out estate planning services to your clients
Seize this opportunity—subscribe to Protect today and ensure your spot in tomorrow’s first workshop. Don’t miss out on the chance to enhance your offerings and deliver exceptional value to your clients.
Estate Planning and Asset Protection is about to change with PROTECT which offers a comprehensive Estate Planning strategy for your practice, including the ability to
- Create a digital database of all your client assets (including intercompany loans & personal items),
- Seamlessly select from 6 basic and 19 advanced strategies per asset and entity,
- Quickly produce an estimate using the templated fee summary and implementation plan for all strategies,
- Brand New Presentation mode to share reports in video meetings.