Weekly Live Probate Training for the Estate Professionals Mastermind Podcast:
In this episode: Why yellow letters don’t work like they used to and how to make your probate marketing letters better; How infinite banking concept can help you AND your clients build wealth; How to navigate probate cold calling with DNC numbers; Dealing with Cold Call Rejection; Why You Shouldn’t scrub your leads; and how trusts can end up in probate court. Chad Corbett hosts this week’s live training with Certified Probate Experts.
Episode #36 of Estate Professionals Mastermind Podcast
Join the Estate Professionals Mastermind group for weekly group challenges, high-energy community support, and bite-sized real estate content.
This week’s challenge: Probate Mastery’s top performers are challenged to look into the infinite banking concept and how whole term life insurance, index life policies, and your real estate investment strategies can align to help you leverage and build wealth faster.
Training Topics In This Episode (YouTube Links):
0:00 Infinite banking, personal wealth building, and probate real estate investing
8:42 Probate Mailers: Logos, messaging, and should probate letters be handwritten?
12:42 Better than probate yellow letters: The #1 thing real estate marketing letters should have to increase engagement: The PS line
15:22 Probate marketing tips: Should I use a return address on real estate direct mail? Does it increase response rates?
16:34 Probate cold call rejection: If a personal representative is angry I called them, should I call other heirs?
20:13 CMA vs. MAA: Why I use a market absorption analysis to motivate seller leads
23:04 How to build equitable referral relationships in real estate with multiple vendors
25:56 Calling probate leads on the Do Not Call list (Probate DNC)
28:51 The downside of deduction: Why you shouldn’t scrub your probate leads before speaking to them
30:02 Trusts in probate and other complex inherited real estate situations
- Join Estate Professionals Mastermind Group (Facebook)
- Take Chad’s Probate Course and get Certified
- Learn Probate, Real Estate Investing, Creative Finance, and more on our YouTube Channel
- Recent Content:
- Connect with Ray Perkins, Chad Corbett’s IUL insurance policy writer: https://www.linkedin.com/in/raymond-perkins-clu-casl-36221b21/
PROBATE TRAINING SESSION TRANSCRIPTS: (Download PDF of Full Transcript)
About the Author
Katt is an expert in probate marketing and helps entrepreneurs build businesses in the probate space. She is the co-founder of the Estate Professionals Mastermind podcast, which has become the most widely-shared probate real estate podcast. She also writes training content for ProbateMastery.com and a weekly LinkedIn newsletter followed by over 9000 professionals. You can reach her on Instagram, Twitter, and LinkedIn.