Are you Looking to Add More Qualified Leads into Your Estate Planning or Elder Law Practice?

Referral Avalanche

Increase Your Referrals Systematically

THE proven education system for building a portfolio of referrral partners at scale.

Increase Your Referrals

Increase Your Authority

Increase Your Profit

What's my investment?

For less than you typically charge for a single estate plan you can have a complete education system field tested and proven to create new referral sources that feed new cases to your practice, week after week. Creating this curriculum from scratch would require months of effort and dozens of hours - time better spent providing services to existing clients. By licensing this product you eliminate procrastination and get started immediately developing new refrral sources that can send multiple clients to your firm for decades. Ready to to invest in the future growth of your practice?

Four Months Installments

$1,397/mo

USD

  • First Year Membership

  • 16+ Hours Continuing Education

  • Full Step-by-Step Playbook

  • Video Modules of Presentations

  • Transcripts of Presentations

  • Members Only Community

One Time Payment

$4,997

USD

  • First Year Membership

  • 16+ Hours Continuing Education

  • Full Step-by-Step Playbook

  • Video Modules of Presentations

  • Transcripts of Presentations

  • Members Only Community

Frequently Asked Questions

Still have questions? See answers to some common questions are below:

How Long Do I Have Access to and Use of the Materials?

Your initial purchase gives you a full year to accuess and use the materials, including substantive updates to existing slide decks and future presentations that will be added throughout the year. After the first year, you may continue access and use of the materials on a month-to-month basis. Current monthly licesne continuation fee is $97 per month. After the first year you may cancel your membership at any time.

Can I Edit the Slides?

Yes! The slide decks are fully editable. In fact, you will want to add your own branding to the slides, and will need to change some of the slides to reflect your state's laws. Our only limitation on slide edits is that you retain our Referral Avalanche copyright notice on each slide within the slide deck.

What Format are the Slides?

The slide decks were created in PowerPoint. We do not currently offer slide decks in Apple's Presentations or Google Suite's Slides platform. While you are free to experiment with converting the slides to these or other alternate formats, formatting and animations may not operate as expected in converted slides. We have not plans at the present to offer slides in any format other than Microsoft PowerPoint.

What Happens after the First Year of Membership?

After your first year of membership you will be given an opportunity to continue your membership on a month-to-month basis. Current pricing for monthly membership is $97 monthly, although that price is subject to change in future years. Continued membership gives you an ongoing license to continue use of the product materials including the slide decks for your firm's marketing needs. If you choose not to renew your subscription will be canceled, you will lose online access to the materials, and your license to use the slides will end.

Can Others in my Firm Use the Slides?

Yes, your license is a firmwide license. Anyone who is a member of your law firm has the rights to use the slides during the firm's membership. Individual user licenses are not required.

Do you offer a Money Back Guarantee?

Because we make all of the materials available immediately upon purchase and place no restictions on slide edits we are unable to offer a money-back guarantee. If you uncertain about the level of content or quality of materials I recommend you schedule a demo where you will be given an opportunity to evaluate the materials before purchase.

Do you Report CE Hours for Attendees?

Currently 16 hours of material are approved by the CFP Board. If you follow the attendance confirmation process and timely report your attendees to us, we will report the hours of your attendees to the CFP Board. Reporting will be through the Estate Planning and Elder Law Institute, LLC. In future months we plan to also obtain approval from the National Registry of CPE Sponsors for reporting CPA hours nationally, however we currently do not have this designation. When this designation is approved members will be able to offer hours to CPA's without seeking separate approval in their states, provided their state licensing authority recognizes the NASBA designation.

Members will be responsible for obtaining approval for insurance hours, CPA hours, and Continuing Legal Education hours in their respective states, and reporting those hours for attendees.

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4943 Lynn Street Massachusetts Cambridge. MA 02141

(910) 679-9538

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