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We’ve all heard the term crisis planning but what does it really mean?

Recorded Course Crisis Planning Strategies in a Nutshell.jpg

Is there more than one way to handle a crisis? During this 1-hour recorded course you will learn about strategies used in crisis planning. Take away a roadmap of strategies used when you engage in this very profitable area of elder law.

You'll learn: 

  • Why clients in crisis are highly motivated to engage you (and less price-sensitive)
  • How to find them
  • How to build a team to respond to crisis, with the Elder Law Attorney as quarterback!
  • Winning legal strategies you can employ immediately in crisis planning
  • How annuities and P-Notes fit into the planning picture
  • Resources available to get you started and help walk you through the first crisis cases

Presented by: ElderCounsel Principal Louis Pierro
Duration: 1 Hour

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