EXCLUSIVE DMI + AEP WEBINAR
14 MINUTES. $2 MILLION. THE REVIEW MOST ADVISORS TALK THEMSELVES OUT OF.
A DIY couple. A $14,000 account. One estate plan review the advisor almost skipped — because he assumed it would take too long. See what 14 minutes actually unlocked, and walk out with the script that finds the same opportunity sitting in your book right now.
LIVE WEDNESDAY | JUNE 24 | NOON ET | 60MIN
BEHIND THE STRATEGY
The Partner: Advisors EP (AEP). Katie Noles and her team do the legal lift — documents, trust funding, deed transfers — so you add estate planning to your practice without the risk, the admin, or another license. You stay the advisor of record. Every meeting, every time.
The Engine: DMI Marketing. This isn’t only a planning service — it’s a marketing program. Co-branded webinars, seminars, and lead generation built to fill your calendar with the exact conversations that surface cases like the one in this title.
The 14 minutes is yours. The 14 weeks is ours.
RUN IT. SAY IT. KEEP IT.
Every advisor has a client who swears they’re “all set.” Most of them aren’t. This hour shows you how to find out in the time it takes to drink a coffee — and what happens when you do.
01 RUN IT — The 14-minute review you keep skipping.
The mistake isn’t expertise — it’s the math you do in your head. You picture 14 weeks of legal work and pass. But the find takes about 14 minutes, and your client does most of the talking. You don’t read the trust. You don’t issue tax opinions. You hand it to a partner who does this every day — and get a structured report back.
02 SAY IT — Reopen the conversation in one line.
The exact words to verify a client’s plan without legal risk and without insulting the attorney who drafted it — a four-question intake script you can use in your very next meeting.
03 KEEP IT — Turn the review into a relationship.
Why estate planning expands your seat at the table instead of handing it to a competitor — and how a $14,000 account became a $2M+, multi-generational client, two new qualified intros included.
WHO IT’S FOR
Insurance agents, RIAs, investment advisors, and registered reps who:
- have clients who think a stack of documents equals a finished plan
- want the estate planning conversation without the legal risk or admin drag
- are tired of losing follow-through to messy attorney referrals
- want to protect — and grow — the relationship through the wealth transfer
Featured PresenterS
Claim Your Seat!
Fourteen minutes. That’s the whole bet. Spend sixty with Katie and Tyrell and you’ll never hear “we’re all set” the same way again — plus a live offer worth $500 toward your first case through AEP.
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What You'll Learn
- The four-question intake script that surfaces a hidden estate gap in a client already sitting in your office
- The AEP partner workflow — what we do, what you do, and what the client sees at each step
- The one-page document checklist you can hand a client this week
- The funding mistake that makes a signed trust worthless — and how to spot it in minutes
- The true story of the advisor who walked away from a review like this — and exactly what it cost him