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Boost confidence in estate planning lingo

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notarycoach.com

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orders@notarycoach.com

Sent On

Sun, Aug 20, 2023 02:01 PM

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My friend, Jim, has an expanded vocabulary and uses words I've never heard before. His career in the

My friend, Jim, has an expanded vocabulary and uses words I've never heard before. His career in the medical field, coupled with his years of global travel and an insatiable curiosity, keeps conversations with him interesting and packed full of words I never thought I would use again, until today. Nomenclature. Ever heard of that, {NAME}? Nomenclature is the body or system of names in a particular field. It basically means the lingo, terms, acronyms, and definitions in use within a certain industry, for instance, estate planning. Estate planning has its own language, and when you better understand it, you can dance around these conversations and appointments with more grace (and trust me, grace is exactly what I need when I dance). To help enhance your conversational aptitude, and deepen your understanding of the estate planning nomenclature, we're starting a new weekly training call with Stephanie and Mike Maloney, 30-year industry leaders, and proprietors of Premier Estate Planning. The "Mondays with Maloney" call starts at 10:00am PT each week, as a bonus for members of the Certified Notary Trust Delivery Agent (CNTDA) program (replays available). Stephanie will kick off each call with a brief lesson, and then open it up for Q & A. Incidentally, Premier Estate Planning pays their nationwide trust delivery agents (from Gotary.com) $250 per delivery. Plus, they offer a referral program that could boost that to $750. We're on a mission to help you serve more customers, make more money, and build a business that will thrive beyond loan signings. The CNTDA program is doing that for hundreds of notaries already. Not only does the program itself deliver the most comprehensive trust training for notaries ever created, but we've built-in tools and bonuses (like Mondays with Maloney) to help you connect with estate planning professionals and get more business. Let me share my network, my systems, my strategies with you. And then, let me triple that. Laura Biewer, and Jen Neitzel co-created this program with me and put it all on the table for you to grow a new specialty line of notary work-trust delivery. There's no better training. We teach about how to orchestrate a trust delivery appointment, including document presentation, of course. That's probably what you're most nervous about! But most of the CNTDA program is about getting clients by boosting your online visibility and cultivating deeper relationships. Some of our graduates are getting calls the next day!  [Get Certified as a Trust Delivery Agent Now]( The cost of the program is set at $497, but right now it's just $197 for the launch. That price includes access to: - The on-demand course material: Four modules containing about 45 lessons, downloads, and practice set of trust documents - Access to the certification exam (don't worry, you can take it as many times as you need to) - Certification badge and certificate upon succesful completion - Special CNTDA designation profile on Gotary.com (free forever) - There is no re-certification requirement. Once you're certified, you're certified. - Access to Mondays with Maloney - Special invite to the Mutual Prospecting Portal with paid referral opportunities I know not everyone enjoys being "sold" to. I get it. But here's what I also know: you're going to be so mad at me come September 1, when the introductory price goes away. That will be the end of the lowest available price for CNTDA, but just the beginning for the impact this program on the notary industry, and your business. [Learn MoreÂ]( This is the dawn of a new age for mobile notaries as we break free of the dependence on loan signings and mortgage interest rates in order to succeed. There has never been a better time to be a notary. The opportunities as a trust delivery agent prove that. I hope to see you in the program. Act fast (like today), and you can join us for the very first Mondays with Maloney call tomorrow morning at 10am PT. Cheers to new beginnings and expanded nomenclature! (Jim will be so proud of us) Bill  [Unsubscribe]( | Sent by NotaryCoach.com 18631 N. 19th Ave, Suite 158-150 • Phoenix, AZ • 85027

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