Timing is Everything!
Baby Boomers emphatically prefer passing down their values more than valuables. Since very few have made provisions for this, the Legacy Values Plan will help you capitalize on this affluent demographic!
All you need is start the legacy conversation with the Legacy Values Plan's two components at no cost to prospects, clients and their families. These value add tools become a relationship-building, referral machine.
LEGACY VALUES PLAN COMPONENTS
The Legacy Values Plan delivers 2 key components; 1. Client-enrichment with the Legacy Stories Handbook. 2. Lead generator with the Self-Guided Legacy Program. Both components are offered at no cost to your clients.
Legacy Stories Handbook Self-Guided Legacy Program
CLIENT-ENRICHMENT COMPONENT
LEGACY STORIES HANDBOOK
This compact 32-page 8.5" x 11" premium Handbook includes everything family members need interview elders, record their legacy stories and more. All you need is to explain how the handbook works and get them started. As the family advisor, you can schedule progress meetings where additional business can be discussed.
Look What's Inside:
LEGACY QUESTIONS- Select from over 230 legacy questions ranging from ancestors, childhood, teen years, education, marriage, family, business and career, to faith, wisdom, and a special section for veteran experiences.
LEGACY ASSET CHECKLIST- Most of our life-defining moments, milestones and special memories have already been recorded in family photos, and collected in special keepsakes, mementos, recipes, awards, newspaper announcements, etc.
The Legacy Asset Checklist helps to curate these treasures to be included in the storytelling process, and becomes an important part of a will or estate plan.
LEGACY TALKS- Learn how to conduct quality interviews, how to prepare the room environment, and how to engage family members in the process of building their elders' legacies.
LEGACY STORIES MOBILE APP- We dedicated a page in the Handbook to explain how our free IOS or Android app takes a picture of the teller, legacy artifact or photo, and records the teller's voice, personality and dialect, while reminiscing.
Most family members own a smart phone or tablet these days and will find the app easy and intuitive to use after watching a brief built-in video tutorial.
LEGACY LETTERS- With our templates, the elder can write words of wisdom and intimate messages as part of an ethical will.
Templates include To My Children, To My Grandchildren, What I Am Most Grateful For, What You Should Know About Me, and others.
LEGACY FAMILY TREE- We've prepared a basic pedigree chart to include important information about parents, grandparents, siblings, spouse and children. This adds to the value of the handbook and helps to recall family history only the elder may know.
LEGACYSTORIES.ORG WEBSITE- The Handbook also explains the main features in our free award-winning archival website where app recordings are uploaded to build a secure and shareable legacy portfolio. Once registered, family members can connect, share stories, and learn about your business.
MARKETING COMPONENT (Part A)
PERSONALIZED HANDBOOKS
Your Legacy Values Plan comes with 50 Legacy Stories Handbooks with your personal welcome message, logo and company information printed on the inside cover.
Since each Handbook will become a family heirloom, touched by multiple people multiple times, you'll be regarded as the family's trusted advisor.
Think of the prospects, clients and families you know who can use this Handbook. Simply introducing the Handbook will show you care as much about their values as their valuables.
MARKETING COMPONENT (Part B)
SELF-GUIDED LEGACY PROGRAM
The introductory video below is embedded your personalized lead generator webpage along with a signup form.
Watch the 3-minute introductory video!
Personalized Lead-Generator Webpage
Your clients live busy lives. Without accountability the Handbook will probably move from the counter to the closet, even with the best of intentions.
The Self-Guided Legacy Program keeps this important issue top of mind by delivering one legacy question by email every Sunday morning.
At the very least, participants can build a priceless legacy portfolio over time, without interrupting their daily routines.
To register clients and family members into the program, we'll create a custom webpage with your logo, message, the introductory video and a signup form.
All you have to do is play the introductory video to explain the program and enter their name and email into the form.
Your personalized signup webpage is also a powerful lead generator and marketing vehicle.
You can promote your webpage in emails, newsletters, social media, blogs, etc. We'll provide sample copy to invite clients, prospects and/or groups to learn about and register into the program.
All registrant names and email addresses are delivered to you for following up and/or nurturing leads.
Build Relationships with Clients and Prospects
The free award-winning LegacyStories.org is the official archive for the Living Legacy Project, recognized around the world for providing comprehensive legacy-building tools and resources. Your presence in this library can enrich your family and build relationships with others.
When clients, prospects and their family members register for the self-guided legacy program via your personalized sign up form, they are automatically added to the 'Friends' network in your LegacyStories.org profile. This is a convenient way to build relationships with clients, prospects and family members in the context of legacy.
Expand Your Referral Sources
In addition to enriching your clients and families, you can generate quality referrals by introducing the Reminiscence Program and/or Handbook to professionals who serve the clients and families you want to meet.
Every senior advisor or provider professional needs a legacy solution for their clients and you can expand your referral base by introducing your solution to prime referral sources such as:
CPAs
Estate planners
Elder law attorneys and elder planners
Financial advisors and planners
Wealth managers and planned giving firms
Life and long term care insurance agents
Geriatric care managers
Assisted living and memory care directors
Hospices
Funeral Directors
With our generous 2-tier Legacy Stories Affiliate Program you can raise funds for local organizations with the Legacy Stories Handbook. Doing this can elevate your community profile, differentiate your business and generate recurring revenue for the organization and your business while making a difference!
A Cause-Marketing Bonanza
Cause-marketing is one of the most effective strategies to establish or strengthen business relationships.
In 2008, Tom Cormier and Dennis Stack co-founded the Living Legacy Project, with a mission to provide families with free education, tools and technology to record and preserve the life lessons and experiences of elders, arguably the greatest body of wisdom in history, before is lost forever.
By embracing this vitally important cause that impacts every family for generations, you'll differentiate yourself from competitors and deepen your clients' trust and loyalty.
As a voice of the Living Legacy Project, you can speak to groups and help attendees get started by meeting with you to learn how to use the Handbook and register for the self-guided program. Talk about a lead generator!
The Great American Wealth Transfer
The great American wealth transfer is accelerating, and 9 out of 10 heirs will fire their parents' advisors when receiving an inheritance. (source: Merrill Lynch) The problem is lack of a relationship with the matriarch and family.
When helping clients pass down their wisdom along with their wealth you can earn their loyalty for generations!
9 out of 10 heirs will fire their parents' advisors!
Baby Boomers are waiting for a legacy plan!
What are YOU waiting for?
Only $1475!
Annual renewal only $499
(LIMITED TIME OFFER)
CALL 888-405-9840 to Order by Phone
Special Limited Time Bonuses!
NO ANNUAL RENEWAL- For a fortunate few who act now, we'll waive the annual renewal fee, which means you never pay another dime for this extraordinary Legacy Values Plan and all that comes with it. One time payment....FOREVER!
'LEGACY TALKS' GROUP PRESENTATION: Make an unforgettable impression on your audience at your next seminar or client appreciation event with our Legacy Talks group presentation video, outline and handouts. As the old marketing adage goes, "Fact tell but stories sell." The Legacy Talks group presentation is designed for interactive storytelling while making the case for getting started with a legacy program. Of course, you'll schedule private meetings to get started at no cost because you're an advocate for the Living Legacy Project.
LISTING IN THE LEGACY CONCIERGE DIRECTORY- You'll also receive a lifetime listing in our popular Legacy Concierge Directory, where families all over the world search for experts in all aspects of legacy planning. You want to be listed here!
CALL 888-405-9840 to Order by Phone
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