SERVICES

Annual Membership to The Strategic Counsel Advisor Network™, which includes:

1) 50% off Continuing Education Programs & one complimentary 3 hour Continuing Education program

2) Access to legal team, you can email that "Quick" question to us and receive an answer for no charge

3) Discounts on books and other educational tools

4) For clients you refer to FPP we will waive the $250.00 fee for a private workshop on your behalf

5) Opportunity to do joint marketing workshops with our firm for which we will waive our typical speaking fee

6) Exclusive access to the SCAN website with law changes, updates, alerts, tips, and opportunities

7) Complimentary copy of The Strategic Counsel's Guide to Using The Family Protector Program™ w/audio CD

8) Other Marketing tools as they are available

9) Complimentary subscription to the Daily Plan-It™ which keeps you up to date with changes in the legal and financial world

10) Quarterly Study Groups

Download the membership form to JOIN NOW >>

Feature Member Benefit: Just one of the value member benefits you will receive by joining the Strategic Counsel Advisor Network™

Joint Marketing Workshops

If your marketing plan includes prospective client workshops, many advisors have had success doing joint workshops with our firm.  These can be done in several ways:

• You and our attorney(s) co-teach a workshop for your prospective clients
• You “host” the workshop, our attorneys teach and make you look brilliant!

You can do workshops for new prospective clients or for your existing client base on a new planning opportunity for them. Popular Topics Are:

• Can You Trust Your Trust?™ 
• Top 10 Mistakes That Cause Estate Plans to Fail™ – We See These Mistakes in 90% of Plans!
• Asset Protection for Physicians™ - Protecting Your Assets During the Malpractice Crisis
• Asset Protection for Business Owners™ - The Top 10 Mistakes Business Owners Make
• The Truth About Medicaid™ - Qualify Without Losing Your Home or Giving Away All of Your Assets
• The Top 10 Legal Changes That Impact Estate Plans™

Exclusive Benefits for SCAN Members:

• We supply cutting edge workshop presentations
• Our speaking fee of $750 is waived for SCAN Members
• We prepare materials for presentation, including the insertion of your brochures, etc.
• Use our state of the art classroom for the workshop, at no charge
• We provide already prepared marketing flyers for the workshops