IRA College - Information
This is the only IRA training in the industry that partners the leading TECHNICAL authority, Philip J. Kavesh, with the leading SALES authority, Mike Reese.
Technical knowledge does you NO good if you don’t know how to apply it to the sales process; finally, you will learn both.
Generates over $1 million in commissions and fees
Mike Reese Conference Call: Hear Mike Reese discuss how IRA Strategies have transformed his business. Click to Download
Michael D. Reese, CFP®, CLU, ChFC, is one of the most recognized and sought after advisors in the IRA field, generating over $1 million in commissions and fees annually while only working two days a week and operating in a town with less than 50,000 people. He’s the author of “The Big Retirement Lie,” and his IRA Top Dog training program has turned average producers into millionaires.
You will learn Mike’s targeted approach for attracting highly qualified seminar attendees (attendees of Mike’s seminars have a minimum of $250,000 in their IRA), peaking their interest with unique IRA strategies that will save them thousands in taxes and more importantly how to convert them
into clients.
Technical Authority – Philip J. Kavesh
Listen to Phil describe his IRS approved "IRA Inheritance Trust."
Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Mr. Kavesh has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publicationsm including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Ed Slott's IRA Newsletter, and Investment Advisor Magazine. He has appeared on several television and radio programs and his weekly TV show, "Preserve Your Estate" was broadcast on local Los Angeles TV for over six years.
Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset Trust and the IRA Inheritance Trust. Even more impressive are Mr. Kavesh;s accomplishments as a speaker and educator of the public and his professional peers. He has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.
Finally, Phil was responsible for one of the most significant breakthroughs in the financial planning industry. He and Tom Gau developed the firm Kavesh & Gau - - a true multi-disciplinary practice offering tax, financial, insurance and estate planning services under one roof - - into one of the largest producing branches of any U.S. broker-dealer.
Now, you can spend a day and a half with the country’s most knowledgeable authority on IRA distribution, and learn more about IRAs than 99% of CPAs, attorneys and financial advisors.
Here’s what you’ll learn from Mike Reese:
• Run specialized IRA Strategy seminars that will set you apart from other advisors in your area and get you appoint ments with 90% of the qualified attendees. (Mike does NOT serve meals.)
• Get a commitment from prospects before you do any planning for them.
• His “15 Minutes of Magic” conversation – powerful questions to close your prospect.
• Get prospects to knock down your door by using turn-key marketing systems that pre-qualify prospects. (Learn how to only meet with prospects with a minimum of $250,000 in their IRAs!).
• His systematized client meeting process, allowing you to do more with less time.
• How to “cherry pick” your clients.
• How to average over $50,000 in compensation with every new client (Learn 3 unique IRA Planning strategies that
will set you apart).
• His turn-key client service matrix system that creates an unbreakable bond between you and your client (Get your clients working for you!)
• Run client events that put $100,000 in your pocket, even if you don’t have one new person attend.
• 4 IRA marketing systems outside of seminars proven to attract $1,000,000 IRA owners.
Here’s what you’ll learn from Phil Kavesh:
• How to utilize the IRA Inheritance Trust®, one of the most important breakthroughs in Estate Plan ning, to protect your clients IRAs for their loved ones
• The inherent problems with the Stretch IRA concept and how to fix it for your clients
• The 8 potentially devastating events every beneficiary may encounter
• How to create the most powerful legacy of lifetime, tax free income for your clients
• Overlooked and Underutilized uses for life insurance, and how to double your life insurance business overnight
• How to turn Estate Planning Attorneys into Referral Machines for your Business
• How to perfect the “Handoff” - The Best Referral Ever!!
Click here to download the IRA College Brochure & Registration form (PDF 328k).