Wills: The Income Stream that Agents Forget

In business, we care about two things: happy customers and healthy profits. As agent you have various income streams that are complementary services to offer to your customers, but have you ever thought about offering Wills. Probably not. Why not? You have captured market, and this is an amazing opportunity to exploit. This full day course will give you the basics of a will and access to software that does it all for you. Our software is written for a law client to understand with easy to follow workflows and full explanations throughout. Using the latest in legal design and gamification and will no monthly licence fee or upfront purchase costs, you can’t lose. In fact we are so confident that if you don’t recover the cost of this course within your first month we will offer a 100% refund.

Practical Application

Throughout the workshop, participants will engage in interactive exercises, case studies, and group discussions. By the end of the day, you will develop a tailored financial strategy and action plan for your law firm, integrating the principles and practices learned.