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 Phase 2: ImplementationOnce you have a good foundation, you’re ready for more in-depth training on legacy planning, and how to present it to your clients. During this phase, we’ll provide: Breadcrumbs Legacy Planning Software
Plan Your Legacy’s exclusive software allows you to walk clients step-by-step through the legacy planning process. Breadcrumbs covers every aspect of their legacy, including personal, medical, and financial information. It also helps them record non-material possessions such as values, beliefs, memories, family stories, and more.
Breadcrumbs Software Training
During this one-on-one Webinar, our technical experts will thoroughly train your team on the use of Breadcrumbs software. We’ll walk you through each section, and show you how easy it is to use with your clients.
Holistic Legacy Planning ProcessSM Online Course
This course explains how to make legacy planning a simple, enlightening experience for your clients. You‘ll learn all about our proven six-step process: Introduce, Engage, Motivate, Process, Review, and Protect.
Communication Rollout Online Course
Discover how to introduce legacy planning to your current clients, and how to explore new opportunities.
Client Brochures
These unique marketing pieces help you to effectively communicate the emotional benefits of legacy planning, while positioning you as a leader in the field.
PowerPoint Presentation
Ideal for both large seminars and private client meetings, this inspiring presentation will emotionally engage your audience, teach them the true definition of legacy planning, and motivate them to build their own legacy plans. This one-hour presentation features 45 slides (each with extensive speaker notes) and it is fully customizable.
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