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“Compassionate Professional Advisors who employ our legacy planning services are poised to realize a significant return on investment in less than a year—both financially and personally.” more ... |
 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: The Client Process
Online training to introduce your clients to legacy planning and take them through our proven five-step process. This includes a detailed explanation of our popular “Getting Your House in Order” module. It also ensures you understand how to properly integrate this legacy planning process into your existing broader financial planning process.
Creating a Unique Value Proposition
Interactive online video featuring industry expert Leo Pusateri explains how to leverage the powerful differentiation of legacy planning. This includes a useful workbook.
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