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Bi-weekly 'Tools of Engagement'
to grow and retain your client base with..

Compelling legacy-building content
to teach and inspire your audience

A 'Legacy Talk' interview process
that reveals a client's values system

Cause-marketing strategies
that attract prospects to you

'Legacy Talk' group presentations
that drive clients to your practice

Legacy expert conversations
from the Legacy Café Podcast

Training & resources to create a
fee-based legacy-building service

Recorded webinars that leverage
your newly acquired legacy knowledge

20+ quality referral sources
to form a holistic legacy alliance

FIND A NEED AND FILL IT!

Boomers want to leave a values-based legacy but don’t know where to start.

In a survey conducted by Allianz, boomers were asked to prioritize their legacy assets.

By a large margin they clearly want to transfer their values over valuables.

With very few having made provisions for this, you have the rare opportunity to fill this need and competitor-proof your practice.

The Legacy Talk Digest shows you how!

Expand and retain your client base now
with the ultimate 'tools of engagement'!

Your purchase helps sustain the LegacyStories.org archive. Thank you!

Low Cost
Big Return!

$39/mo

15-Day
FREE TRIAL!

   
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Go Annual
Save $93!

$375/yr

15-Day
FREE TRIAL!

   
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Featured Partners and ImpleMentors

The Legacy Authorities

Dennis Stack is a former Senior VP-Branch Manager for UBS/PaineWebber. Over a career spanning 20+ years, Dennis built a network of professionals in Estate Planning, Wealth Management, Accounting and Insurance with a focus on complex intergenerational wealth planning.

After losing his father, then losing his mother to Alzheimer’s soon after, he regretted not taking time to ask about their past. It was while working with hospice caregivers that Dennis decided to leave his successful career to found Project StoryKeeper to provide legacy story collection training to senior care and financial services professionals across the country.

To that end, he created the StoryKeeper Guidebook, which has since been transformed into the Legacy Stories HandbookHe trained more than 5,000 care providers in over 800 Hospices, Home Care, Assisted Living and Veterans communities as well as numerous financial advisors and estate planners.

Tom Cormier is former CEO and host of the Let’s Talk America radio show, which for 15 years aired on over 450 radio stations in the U.S. and Canada, and focused on self-improvement and personal achievement.

He co-founded Legacy Stories with Dennis after being inspired by his message as a guest on the show. Tom produced the groundbreaking Legacy Café Podcast, led the development of the LegacyStories.org archive, created the Legacy Talk Digest and the FamilyLegacy Coaching System, among other things

Tom also co-founded the International Assoc. of StoryKeepers (I-ASK), a network of legacy advisors in 7 countries to assist families with recording legacy stories and submitting them to the archive.

Prior to this, Tom founded a historic preservation organization in the foothills of the Great Smoky Mountains. In his role he launched an oral history project to preserve the history and voices of its elder residents.

Become a Legacy Authority
and competitor-proof your practice!

Your purchase helps sustain the LegacyStories.org archive. Thank you!

Low Cost
Big Return!

$39/mo

15-Day
FREE TRIAL!

   
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Go Annual
Save $93!

$375/yr

15-Day
FREE TRIAL!

   
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