FINANCIAL ADVISORS AND ATTORNEYS
After years of experience we have discovered that professional centers of influence such as financial advisors and attorneys are very helpful at leading clients through the important process of legacy planning. To this end Plan Your Legacy has decided to “open source” all of our intellectual property and let professionals use it for free. We no longer offer a paid, turn-key membership.
Why Free?
Our mission from the beginning was to promote our unique legacy planning approach to the financial and legal services industry…and ultimately influence individuals to leave more meaningful legacies. To this end we believe this can be better accomplished by GIVING our tools and resources to the industry. We feel more advisors will get involved and subsequently a larger community will yield greater awareness and introduce more progressive ideas.
What Tools are Available to Professionals?
In addition to the tools and resources made readily available to the public on our website, professional advisors will also have exclusive access to:
- Custom version of our newly released "Lifetime Achievement" software
- Marketing letters and handouts
- Seminar materials such as PowerPoint presentations, invitations, scripts, etc.
How Do We Access All the Tools?
Visit our dedicated page of tools and resources.
What Services Are your Providing?
Although we are no longer providing our turn-key program we will continue to:
- Provide private consultations to individuals.
- Partner with other advisors on complex cases.
- Speak at major industry conferences.
- Resolve minor technical issues that may arise with our website and/or online software.
Should any of these needs apply please contact us today.