The Ultimate Estate Planner, Inc. was formed by Philip J. Kavesh in September 2004 under the business name, the "Missing Link" Boot Camp. His initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof. The Ultimate Estate Planner, Inc. has expanded upon these original "Boot Camps" to provide practical, tested and proven technical and marketing products to help estate planning attorneys and financial advisors throughout the country build their practices.
Specialties
Training, Practice-Building Products, Marketing, Sales Tools, Teleconferences, Webinars
