LEGACY ESSENTIALS WEBINAR SERIES RESOURCES
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Legacy Essentials Webinar Series | Part 2 of 2
Wealth Transfer
Help older clients live on their own terms as you connect with the next generation. Register today!
Legacy Essentials Webinar Series | Part 1 of 2
Empathy and Aging
Help older clients live on their own terms as you connect with the next generation. Register today!
Client Legacies: Aging with Dignity
You’re the person who has helped them prepare for retirement. Planning for aging is a logical extension of that process. And by providing compassionate support toward the end of a client’s life, you may make a favorable impression on the next generation.
Whitepaper: Aging Clients and Your Role (For Professional Use Only)
This case study is the story of a financial professional named Beth and her excellent use of empathy to prepare her clients Susan and Bill for this final phase of living well.
6 tips for having better long-term care conversations with clients
This pdf addresses client resistance to investing in long-term care coverage and provides suggestions for broaching the topic with them.
Legacy planning checklist
This reference guide helps clients understand the considerations and steps that help ensure their wishes are carried out — in life and in death.
Conversation guide: older clients addressing adult children
Help your clients launch these important discussions.
Document Checklist And Family Organizer Kit
This document is designed to help gather all important legal, financial, medical, professional and account information in one place. Having it organized can help clients find it quickly and can also minimize additional stress for their loved ones in an emergency.
Pro Tip: This organizer is great to prompt thoughts on financial, estate, and legacy strategies & planning.
Legacy Essentials Webinar Series | Part 1 of 2
Empathy and Aging
Help older clients live on their own terms as you connect with the next generation. Register today!
Client Legacies: Aging with Dignity
You’re the person who has helped them prepare for retirement. Planning for aging is a logical extension of that process. And by providing compassionate support toward the end of a client’s life, you may make a favorable impression on the next generation.
Whitepaper: Aging Clients and Your Role (For Professional Use Only)
This case study is the story of a financial professional named Beth and her excellent use of empathy to prepare her clients Susan and Bill for this final phase of living well.
6 tips for having better long-term care conversations with clients
This pdf addresses client resistance to investing in long-term care coverage and provides suggestions for broaching the topic with them.
Legacy planning checklist
This reference guide helps clients understand the considerations and steps that help ensure their wishes are carried out — in life and in death.
Conversation guide: older clients addressing adult children
Help your clients launch these important discussions.
Document Checklist And Family Organizer Kit
This document is designed to help gather all important legal, financial, medical, professional and account information in one place. Having it organized can help clients find it quickly and can also minimize additional stress for their loved ones in an emergency.
Pro Tip: This organizer is great to prompt thoughts on financial, estate, and legacy strategies & planning.