Unlock the Power of Estate Planning

Discover why estate planning is your most potent client acquisition tool and how to integrate it seamlessly into your practice.

Master the OEPT System

Learn to leverage our Outsourced Estate Planning Team (OEPT) and handoff clients to our team with confidence.

Maximize Your Marketing Kit

Utilize our marketing assets, including websites and seminar systems, to attract and convert prospects effectively.

Why This Course?

Estate Planning is the #1 Client Acquisition Solution Today’s clients don’t just want financial products, they want peace of mind. Estate planning is the conversation that opens the door to trust, loyalty, and lifelong relationships.

Who This Course Is For

This course is exclusively for ePIC Advisors. The financial professionals who want to: - Stand out in a crowded marketplace - Build stronger client relationships - Unlock new revenue streams with estate planning as the foundation

Course Outline

6 Chapters · 30 Lessons

  1. 1

    Welcome to ePIC

    1. (Included in full purchase)

      Course Kick-Off!

    2. (Included in full purchase)

      Why Estate Planning is The #1 Client Acquisition Solution

    3. (Included in full purchase)

      Importance of the 3 E's (Educate, Enlighten, & Empower)

    4. (Included in full purchase)

      Estate Planning 101

    5. (Included in full purchase)

      Relationship Management: Best Practices

    6. (Included in full purchase)

      Beneficiary Liquidity Plan: The FINAL Piece to Every Successful eState Plan

    7. (Included in full purchase)

      ePIC Mindset Ready!

  2. 2

    Understanding your O.E.P.T. (Outsourced Estate Planning Team)

    1. (Included in full purchase)

      Meet Your Outsourced Estate Planning Team

    2. (Included in full purchase)

      Learn Everything You Need to Know About the O.E.P.T. (From Education to Completion)

    3. (Included in full purchase)

      Navigating The ePIC Portal

    4. (Included in full purchase)

      Set Up Your ePIC Portal Account & Submit Information To Our Team

    5. (Included in full purchase)

      How to Access Your: ePIC Portal + Payment & Stress Test Links

    6. (Included in full purchase)

      New Advisor Overview: Client Journey & Your Role

    7. (Included in full purchase)

      Book Your Intro Call with Holly Halweg (ePIC's OEPT Onboarding Lead)

    8. (Included in full purchase)

      O.E.P.T. Quiz: Test What You've Learned

    9. (Included in full purchase)

      Certificate of Completion

  3. 3

    Preparing for Your First Client Intake Interview

    1. (Included in full purchase)

      Know & Understand What’s Included in the eStatePlan™ Portfolio

    2. (Included in full purchase)

      Legacy Stories: Turning Planning Into Purpose

    3. (Included in full purchase)

      Compliance & Best Practices

    4. (Included in full purchase)

      Leveraging Your Stress Test Tool

    5. (Included in full purchase)

      QUIZ: Preparing For Your First Estate Planning Meeting

    6. (Included in full purchase)

      Certificate of Completion

  4. 4

    Mastering the Client Intake Interview for the eStatePlan Portfolio

    1. (Included in full purchase)

      ePIC Client Intake Interview Training

    2. (Included in full purchase)

      Handoff to Your Estate Planning Onboarding Specialist

    3. (Included in full purchase)

      Preparation Checklist for the Client Intake Interview

    4. (Included in full purchase)

      QUIZ: Mastering The Client Intake Interview

  5. 5

    Leveraging Your Marketing Kit + Tool Stack

    1. (Included in full purchase)

      WebPrez & Levitate: Additional marketing tools available to you as an ePIC Advisor

  6. 6

    Estate & Legacy Planning Seminar Training

    1. (Included in full purchase)

      PowerPoint Presentation Training

    2. (Included in full purchase)

      Watch a LIVE Estate & Legacy Planning Seminar - Presented by Chief Dev. Officer, Greg Agnos

    3. (Included in full purchase)

      Certificate of Completion

Confidently introduce estate planning to your prospects, and successfully leverage your Outsourced Estate Planning Team (OEPT)

Activate your marketing kit to attract and convert new clients

Guide clients through the estate planning process without crossing compliance lines + build trust that leads to annuity, insurance, and new investment opportunities

Ready to Elevate Your Practice?

Ready to position yourself as a trusted estate planning advisor? Unlock the potential of estate planning and grow your client base with our comprehensive training program.

$7,000.00

Enroll Now