• It's painful and embarrassing for the families…
• Prodding them to act is a professional "must" for you…
• Educating clients is the best approach…

Add "The Baby Boomer's Guide to Legacy Planning" to your collection of useful handouts

Dear Advisor,

Leads your clients through a six-step
legacy planning process

People have a lifetime of assets AND experiences (wisdom, insights, values) to pass on to the next generation. But the transfer often doesn’t happen, because people associate “estate planning” with “death planning” and never do anything.

However, people need to take action, to ensure that their legacy continues through the generations.

That's why we've created Savvy Generational Planning. Generational planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation. Get the full program, including 50 copies of "The Baby Boomer's Guide to Legacy Planning."

We're also making "The Baby Boomer's Guide to Legacy Planning" available for all advisors to use. It leads your clients through a six-step legacy planning process. They’ll be deeply grateful when they’ve accomplished the tasks of traditional estate planning while also starting the process of “generational planning” that allows them to convey their wisdom, insights, and values to the next generation.

Plus, there's room for personalization on the back. Every time readers turn to consider another step in the process, you'll be there, keeping you top of mind.

Order Your Copies Today!

• Yes, please send me the client handout pack (50) of The Baby Boomer's Guide to Legacy Planning so I have copies on hand in the office to share with clients, prospects, and COIs. Please note that 2024 Guides will in the 2nd quarter.

This bifold handout walks readers through the six steps of legacy planning and explains the importance of acting now. Topics include:

• Planning for incapacity
• Why you need a power of attorney for finances
• How to organize your records so that loved ones can find things
• What critical items you need to locate and save
• How to assess the total value of your estate, and why you need to do this
• What to do as you identify beneficiaries
• What happens with Social Security after you die
• Questions to think about as you decided how you want to allocate assets
• Good ways to hold family discussions surrounding the estate plan
• The legal issues you need to be prepared for
• What are trusts, and what can you do with them?
• How to start creating your legacy – the non-tangible assets you pass down
• Ideas for passing on memories, values, and hobbies
• Why you need to monitor your plan as things change

6 Reasons to Hand Out the Boomer Guide to Legacy Planning:

1. Because you're the expert. People want their advisor to be a source of important information and the Boomer Guide to Legacy Planning is a perfect example.
2. Because this issue affects everyone. As people get older, their minds turn to what they will leave behind. This guide helps your clients be in control.
3. Because the guide demonstrates generational planning's focus on people. "Estate planning" can sound dry and stuffy. Your clients will be touched that you care about their emotional assets as well.
4. Because it's a good marketing touch. Pop a copy of the Guide in the mail, along with a cover letter, to clients, prospects, and COIs. They'll all be impressed by your compassionate forward-thinking.
5. Because it's a perfect handout. Share with clients and prospects at meetings, workshops, and other events where you need or want helpful material to share with others. Every time they look at it, they'll see you.
6. Because it demonstrates your commitment to keeping clients abreast of important information for life changes. And when people know you're committed to them and to your profession, that promotes loyalty and referrals.

Order your copies of the handout today—that’s 50 copies of The Baby Boomer's Guide to Legacy Planning for just $197—a 34% savings off the full price. 

The Baby Boomer's Guide to Legacy Planning fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

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Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

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