ATTORNEY SUMMER CAMP. Where law meets adventure. September 2025.
Have you ever wanted to take your understanding of
Financial Services and Life Insurance to the NEXT LEVEL?
WELL NOW YOU CAN
Introducing
ATTORNEY SUMMER CAMP
UNIQUELY BUILT FOR ESTATE PLANNING ATTORNEYS JUST LIKE YOU
September 9 - 15, 2025
Stowe, Vermont
Because Insurance Is a VITAL PART of a comprehensive Estate Plan
Is there a gap in your knowledge?
When it comes to understanding the world of Financial Services and Life Insurance, let's be honest, it's confusing.
It's normal to lack confidence in your ability to advise your clients on protecting their assets and family with these solutions if you haven't been properly trained.
The Truth: Estate Planning alone isn't enough. If your clients do not have a proper insurance and financial strategy working in unison with their Estate Plan, their assets and loved ones are still exposed to risk and what could be devastating loss. And yet, this is unfortunately the norm for most people because we simply weren't taught these things growing up.
As a trusted Estate Planning Attorney (EPA), you have the opportunity to guide your clients in protecting their assets and their loved ones, fully.
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And the best way to achieve this is to bring these otherwise telescopic industries together, holistically, under one roof and deliver a customized service that is typically only reserved for the ultra wealthy: The Family Office.
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Join us at Attorney Summer Camp this August and walk away with the confidence, education and real skills needed to bring upgraded value to your clients.
Where
Law
Meets Adventure:
5 Days
half work / half play
OUR SUMMER CAMP PROMISE:
Become a better attorney
Become a better YOU
What OUR attorneys are saying:
Who Should Attend Camp?
Ideal Campers:
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Have at least 2 yrs Estate Planning experience, some team support, process / systems are dialed
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Want to be a better attorney, speak this language with authority and confidence, and increase the value you bring to your clients
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Have a growth mindset, are seeking exponential revenue opportunities and non-stop referrals
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Want to be differentiated from other EPAs
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Want more work life balance
Got Problems?
We've learned that we are the most valuable to EPAs who have some version of these 3 Key Problems:
01
You are not a financial services or insurance expert
You are one hell of an EPA. But despite the good work you do in setting up estate plans, you have an awareness that estate planning alone does not fully protect your client's assets or their loved ones, with rare exception. You know that in most cases, even with the most perfectly executed estate plan, your clients are still exposed to risk and this concerns you. (estate planning documents themselves aren't enough - clients need liquidity, downside protection from market drops, strategic tax advice, living benefits in the event of a terminal, chronic, critical illness or critical injury, growth that outpaces inflation, guaranteed future income and holistic guidance overall that aligns with their estate plan and life vision)
02
You are aware of client gaps in protection and want to help, but don't know how
You feel you could do more to help clients protect their loved ones and assets, but you don't know what the solution is. Sometimes you suggest they go out and 'obtain more insurance' or something of that nature, but that's about as far as it goes. You've been leaving this part up to your clients to solve and the problem with that is that they don't know how to solve it. Instead, they fall prey to analysis paralysis and do nothing. Meanwhile, you're left worrying they will experience unnecessary loss or financial devastation at some point in the future. Or maybe you've already experienced it. Example: the breadwinner passes without being properly insured and the surviving spouse/children are forced to sell their home.
03
You're leaving money on the table
You are in a linear growth business and feel burnt out on the typical estate planning grind. It's the same thing/new client. It's boring. You're always marketing and looking for new clients. You're not generating enough revenue and you work too much. You want more satisfaction out of your work and life and are feeling an itch to step into a more creative advisory role for your clients.
What Will I Get out of camp?
Sound Knowledge & Tools
Leave camp knowing more about life insurance and financial services than 99% of the people on the planet. We're not kidding. You'll have begun to speak the language with authority and confidence and you'll understand just how well Estate Planning, Life Insurance, and Financial Services truly do work together in unison. You'll have started down the path of getting your own house in order and you'll be in a position to serve your clients better.
An upleveled version of YOU
You'll have opened up the doors to gain more satisfaction out of both your life and your business. You'll have reignited your purpose for why you do what you do. You'll hit the reset button and get your spark back. You'll emerge with your mind expanded, your feet grounded in dirt, and your body energized. And to top it off, you'll have new friends and a tight-knit community of like minded attorneys. You'll be on fire.
A Real Way to Make A LOT More Money
After camp, you'll have opened up a legitimate avenue for bringing in more revenue, without a ton of extra work. You'll have started down the path of becoming a more creative and holistic advisor for your clients. And when you arrive home, you'll be differentiated from any other EPA in your area, which means, your clients will tell their friends and family about you and you'll have non-stop referrals coming your way. Can anybody say... gold mine??
Your Camp Counselors: Summer + Jeff
Sound Financial & Insurance Solutions, Inc
Your Camp Counselors are a father daughter team with 60 years of collective field experience in the industries of Life Insurance, Financial Services, and Estate Planning. They currently work with Estate Planning Attorneys (EPAs) in California, Oklahoma, Texas, and New Jersey and are quickly expanding into other states as the demand for true holistic planning is high and rarely achieved. Your counselors are on a mission to educate and train EPAs like yourself, to better equip you in protecting the families you serve and preserving their wealth beyond what Estate Planning alone can do.
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JEFF | The Insurance Elder. Master of Minutia. Advanced Planning Specialist. Nearly 5 decades in the industry. Heart of Gold. FUN!
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SUMMER | The Lawyer Coach. Visionary. 15 years in the industry. Coach to 35 attorneys nationwide.