Next Steps . . .
For a limited time, the $500 price includes $40 of FREE books as well as a letter summarizing planning benefits after each webinar
If you are ready to take The Great Eight Steps, call now to register for a webinar and participate in our limited time offer. For only $500, receive a custom webinar and presentation materials to help you reduce taxes while increasing after-tax benefits for retirement, family, and/or charity. Also receive free copies of two books summarized below.
Virtual Lawyer Webinars Attend a 1-hour custom webinar to learn how planning benefits can be 100x greater than costs
MVM Lawyers Provide Info Virtually
Three Must-Have Resources to Help You Engage Your High-Net-Worth Clients
The Best Zero Tax Planning Tools
8. Draft and implement legal documents to realize benefits in VPL grid
1. Contact MVM to Request Info
The Ladder of Success
Updated with new 2014 numbers, The Best Zero Tax Planning Tools equips advisers with a proven process for integrating charitable and non-charitable tools to help clients decrease taxes, enhance retirement income, increase transfers to heirs, and augment charitable giving potential.
In this book, Jeff Matsen provides a straight-forward and accessible description of what asset protection really is and demonstrates how it can be effectively implemented by taking various steps, like rungs on a ladder, to truly climb the ladder of success.
Jeff Matsen
www.JRMatsen.com
Tim Voorhees
I. Take Initial Steps
2. Receive a fact-finder with questions about the proposed webinar facts
3. Fax or Email Short Form Client Info Sheet to MVM
www.TimVoorhees.com
Price: $19.95 Free with the purchase of a webinar.
The Great Eight Steps to Success
Principal Partners
II. Provide Information
4. Receive a secure lockbox to upload documents to be reviewed
IV. Engage for Design and Drafting
III. Attend VPL Webinar
7. Hire MVM to produce a low-cost “blueprint” with charts that explain the VPL grid
6. View a custom Value Proposition Letter (“VPL”) with a grid showing how planning benefits can exceed costs by 100X 5. Receive interactive education on strategies most relevant to you
Price: $19.95 Free with the purchase of a webinar.
Use The Great Eight Steps to Enhance Your Practice and Attract Bigger and Better Clients! Why You Should Go Forward With The MVM Great Eight Steps Program:
Matsen Voorhees Mintz LLP 695 Town Center Drive, 7th Floor, Costa Mesa, CA 92626 Phone: 800-447-7090 or 949-878-9400 • Fax: 866-447-7090 Email: info@MVMLawyers.com
Jonathan Mintz
www.JonathanAMintz.com
1. Make more compelling presentations and engage clients. 2. Attract more high-net-worth individuals. 3. Exploit significant revenue opportunities. 4. Work with experienced and successful attorneys who have expertise in high-net-worth cases. 5. Position yourself as a trusted adviser bringing visionary leadership. 6. Provide the sophisticated and practical advice and planning your clients deserve.
The MVM Law Great Eight Steps to Success
Client Presentations – Available Live* and Via Webinar through VirtualLawyer.info
IV. Engage for Design and Drafting
I. Take Initial Steps 1) Contact MVM to Request Info.
8) Draft and implement legal documents to realize benefits in VPL grid.
2) Receive a fact-finder with questions about the proposed webinar facts.
“Having worked closely with Jeff on a number of complex and important asset protection cases, it is abundantly clear that nobody understands the nuances and practicalities of this area better than he. His unique ability of making issues clear for clients and their attorneys is a gift.” – Bill Deitch, Leading Estate Planning Attorney, Chicago
II. Provide Information
7) Hire MVM to produce a low-cost “blueprint” with charts that explain the VPL grid.
I. Take Initial Steps
II. Provide Information
3) Fax or Email Short Form Client Info Sheet to MVM. 4) Receive a secure lockbox to upload documents to be reviewed.
IV. Engage for Design and Drafting
III. Attend VPL Webinar
“The tools and strategies presented were some of the most creative and innovative techniques I have ever seen presented anywhere.” —Neil R. Covert, Attorney at Law
III. Attend VPL Webinar 6) View a custom Value Proposition Letter (“VPL”) with a grid showing how planning benefits can exceed costs by 100X. 5) Receive interactive education on strategies most relevant to you.
“Excelling with high-net-worth clients requires the introduction of unique ideas. Tim has equipped me to differentiate myself from other attorneys when working with high-net-worth clients.” —Levi B. Edgecombe, CLU, ChFC, CFP; Edgecombe Wealth Succession Strategies, LLC
“We recently hired Tim Voorhees’ Family Wealth Blueprint® team to help us with a very complicated case design for one of our clients. They performed beyond our expectations. Not only were their suggestions creative but their work was accurate and timely. Tim is by far one of the most knowledgeable of all the financial planners and attorneys I have ever met, and he’s supported by knowledgeable attorneys and planners also. When we ran into deadlines, they put extra people on the job and got the work out. The plan was flawlessly accurate when we checked the numbers (and we did).” —Bill Lindsey MSFS, AEP, RFCC
The MVM Law Great Eight Steps to Success
Client Presentations – Available Live* and Via Webinar through VirtualLawyer.info
IV. Engage for Design and Drafting
I. Take Initial Steps 1) Contact MVM to Request Info.
8) Draft and implement legal documents to realize benefits in VPL grid.
2) Receive a fact-finder with questions about the proposed webinar facts.
“Having worked closely with Jeff on a number of complex and important asset protection cases, it is abundantly clear that nobody understands the nuances and practicalities of this area better than he. His unique ability of making issues clear for clients and their attorneys is a gift.” – Bill Deitch, Leading Estate Planning Attorney, Chicago
II. Provide Information
7) Hire MVM to produce a low-cost “blueprint” with charts that explain the VPL grid.
I. Take Initial Steps
II. Provide Information
3) Fax or Email Short Form Client Info Sheet to MVM. 4) Receive a secure lockbox to upload documents to be reviewed.
IV. Engage for Design and Drafting
III. Attend VPL Webinar
“The tools and strategies presented were some of the most creative and innovative techniques I have ever seen presented anywhere.” —Neil R. Covert, Attorney at Law
III. Attend VPL Webinar 6) View a custom Value Proposition Letter (“VPL”) with a grid showing how planning benefits can exceed costs by 100X. 5) Receive interactive education on strategies most relevant to you.
“Excelling with high-net-worth clients requires the introduction of unique ideas. Tim has equipped me to differentiate myself from other attorneys when working with high-net-worth clients.” —Levi B. Edgecombe, CLU, ChFC, CFP; Edgecombe Wealth Succession Strategies, LLC
“We recently hired Tim Voorhees’ Family Wealth Blueprint® team to help us with a very complicated case design for one of our clients. They performed beyond our expectations. Not only were their suggestions creative but their work was accurate and timely. Tim is by far one of the most knowledgeable of all the financial planners and attorneys I have ever met, and he’s supported by knowledgeable attorneys and planners also. When we ran into deadlines, they put extra people on the job and got the work out. The plan was flawlessly accurate when we checked the numbers (and we did).” —Bill Lindsey MSFS, AEP, RFCC
Next Steps . . .
For a limited time, the $500 price includes $40 of FREE books as well as a letter summarizing planning benefits after each webinar
If you are ready to take The Great Eight Steps, call now to register for a webinar and participate in our limited time offer. For only $500, receive a custom webinar and presentation materials to help you reduce taxes while increasing after-tax benefits for retirement, family, and/or charity. Also receive free copies of two books summarized below.
Virtual Lawyer Webinars Attend a 1-hour custom webinar to learn how planning benefits can be 100x greater than costs
MVM Lawyers Provide Info Virtually
Three Must-Have Resources to Help You Engage Your High-Net-Worth Clients
The Best Zero Tax Planning Tools
8. Draft and implement legal documents to realize benefits in VPL grid
1. Contact MVM to Request Info
The Ladder of Success
Updated with new 2014 numbers, The Best Zero Tax Planning Tools equips advisers with a proven process for integrating charitable and non-charitable tools to help clients decrease taxes, enhance retirement income, increase transfers to heirs, and augment charitable giving potential.
In this book, Jeff Matsen provides a straight-forward and accessible description of what asset protection really is and demonstrates how it can be effectively implemented by taking various steps, like rungs on a ladder, to truly climb the ladder of success.
Jeff Matsen
www.JRMatsen.com
Tim Voorhees
I. Take Initial Steps
2. Receive a fact-finder with questions about the proposed webinar facts
3. Fax or Email Short Form Client Info Sheet to MVM
www.TimVoorhees.com
Price: $19.95 Free with the purchase of a webinar.
The Great Eight Steps to Success
Principal Partners
II. Provide Information
4. Receive a secure lockbox to upload documents to be reviewed
IV. Engage for Design and Drafting
III. Attend VPL Webinar
7. Hire MVM to produce a low-cost “blueprint” with charts that explain the VPL grid
6. View a custom Value Proposition Letter (“VPL”) with a grid showing how planning benefits can exceed costs by 100X 5. Receive interactive education on strategies most relevant to you
Price: $19.95 Free with the purchase of a webinar.
Use The Great Eight Steps to Enhance Your Practice and Attract Bigger and Better Clients! Why You Should Go Forward With The MVM Great Eight Steps Program:
Matsen Voorhees Mintz LLP 695 Town Center Drive, 7th Floor, Costa Mesa, CA 92626 Phone: 800-447-7090 or 949-878-9400 • Fax: 866-447-7090 Email: info@MVMLawyers.com
Jonathan Mintz
www.JonathanAMintz.com
1. Make more compelling presentations and engage clients. 2. Attract more high-net-worth individuals. 3. Exploit significant revenue opportunities. 4. Work with experienced and successful attorneys who have expertise in high-net-worth cases. 5. Position yourself as a trusted adviser bringing visionary leadership. 6. Provide the sophisticated and practical advice and planning your clients deserve.