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LEGACY TOOLS OF ENGAGEMENT

For Advisors, Consultants and Providers

Values vs. Valuables

As baby boomers enter their legacy years, they begin to look back on their lives, the difference they’ve made, and how they’ll be remembered. For most, leaving a legacy isn’t just about money, as shown in the adjacent graph.

Although leaving a financial legacy is important to them, today’s seniors realize that wealth divorced from the wisdom that created it is too often wasted by heirs. Different than generations past, they place a higher priority on passing on their values vs. valuables to the family and future generations.

However, they lack the basic knowledge and resources to build a meaningful legacy portfolio, and without professional guidance they risk taking their most valuable assets with them to the grave.

“The trusted advisors and providers who serve boomers and their families stand to gain the most by giving them a legacy plan to follow. Therein lies a very timely business growth opportunity.”

Dennis Stack- Co-Founder, Legacy Stories

Allianz American Legacies Pulse Survey

Enhance Your Practice With These
Legacy Tools of Engagement

Adding a legacy component to your practice can build client loyalty, grow your business and much more. Learn which legacy tools of engagement work best for you.

LEGACY
ESSENTIALS SYSTEM
__________

An entry level suite of mostly hands free legacy tools for client and prospect engagement.

LEGACY
COACHING SYSTEM
__________

Client-interactive legacy coaching tools and training, strategic marketing, phone mentor support, and more.

LEGACY
PRODUCTS & SERVICES
__________

Personalized legacy products plus lots of options and extras to help implement a successful legacy program. 

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