I you get an offer for preset appt from estate planning inc, The guys name is Don (clown) clarke and his (female dog) office help. The had appointment set ok. When you get there they think you are with their bank, this is what they are told. They arent there sometimes also. I did three appt the 3rd had a cop there. I called to get my money back and you know the story, 3 months and still waiting. I you type in the search engine estate planning leads they are near the top . Orange cal. Save yourself a lot of grief and steer clear.
The kit ALONE isn't the full system. You need to watch the advanced fact-finding DVDs and/or trusted advisor success training on their members only site. There's an art and a science to doing this, and the kit is the "science" side. The "art" is in the video training.
Without it, you only have HALF of a system.
I'd call them up for your coaching sessions as well.