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THE FASTEST PATH TO BUSINESS SUCCESS

FIND A NEED AND FILL IT!

 

Baby Boomers prefer passing down their values far more than their valuables in an inheritance. Yet, only a fraction of this massive demographic has made provisions in their estate plan.

RIGHT PLACE AT THE RIGHT TIME

This pent up demand presents a rare opportunity for savvy advisors to fill a highly emotional need. By offering an award-winning solution at no cost to clients, you can dramatically improve your rate of conversion, retention and referrals, and kick start a new, billable legacy service. The Legacy Values Plan delivers all that and a lot more!

 

LEGACY VALUES PLAN FEATURES

Self-guided "Legacy Stories Reminiscence Program" with legacy questions, recording tips and family 'legacy talks,' delivered on Sunday mornings by email.

Branded webpage with the Reminiscence Program's introductory video and signup form

Sample copy to invite clients, prospects and/or groups to learn about the Reminiscence Program

Video, handouts and outline to promote 'legacy talks' seminars, client appreciation events and presentations

Registrant names and email addresses delivered for following up and/or nurturing leads

Registrants automatically added to your LegacyStories.org 'Friends' network

Support system with downloadable templates, proven marketing strategies and much more.

Live chat and phone support

 

YOUR CLIENTS AND PROSPECTS WANT AND NEED THIS PROGRAM

Watch this 3-minute Introductory Video

 

SPECIAL LIMITED TIME BONUS!

In addition to the enromous benefits the legacy values plan can bring to your clients and your bottom line, we'll also include 50 custom-branded Legacy Stories Handbooks with your personal message, photo and logo on the inside cover. And, we'll schedule a one-hour private marketing session to get you up and running with immediate results.

Imagine your personal welcome message on the inside cover of this remarkable Handbook. Click to read. 

 

THE FASTEST PATH TO BUSINESS SUCCESS IS

FIND A NEED AND FILL IT!

 

Seize this moment before your competition does

CALL 888-405-9840 for DETAILS

Co-branding packages for BDs, IMOs and Agencies

 

 

 

FEATURED CLIENTS AND PARTNERS