Client References

Generational planning articles to personally brand and use for marketing

Savvy Generational Planning Client Reprint

Savvy Generational Planning program membership includes access to ten FINRA-reviewed article reprints about generational planning. Customize these articles with your photo, logo, and contact information to create a client touch that's both instructive and memorable. Use them to:

  • Send to clients either before or after your workshop
  • Send to prospects as a general “drip marketing” keeping in touch campaign
  • Post to your website
  • Include links in your newsletter

Become a member today


The Baby Boomer's Guide to Legacy Planning

The Baby Boomer’s Guide to Legacy Planning

Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6-sided, 8.5" x 11" reference to distribute to clients and prospects. It walks clients through a six-step legacy planning process. Order copies of this client reference at the Horsesmouth store at any time.


The Family Guide to Generational Planning

The Family Guide to Savvy Generational Planning

This two-sided handout follows the main points from the “Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next” presentation. Download PDFs for free and take them to your local printer.


Collaboration and Joint Business

COI Roundtable Handout

This two-sided handout follows the main points from “Savvy Generational Planning: Opportunities for Collaboration and Joint Business Development.” Download PDFs for free and take them to your local printer.

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Generational Planning For Boomers Program. Use of this material is subject to the Savvy Generational Planning For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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