What can the Legacy Pathway System™ do for my business?
When you give someone a Legacy Planner with your branded information inside, the planner becomes one of their most important documents and is typically kept next to their Will. When something happens, their loved ones will find it and immediately will see that you were the person that cared enough to make sure their affairs were in order. Your picture, personal note and contact information are readily available, and immediately the loved ones will know to reach out to you. When your clients complete and distriubute the Legacy Team cards to their other professionals and loved ones, that network of people now recognize you as the go-to expert for helping people get their affairs in order. It’s a simple way to get referrals without asking!
How can I use the Legacy Pathway System™ in my practice?
The Legacy Pathway™ tools can be used in a number of different ways depending on what you’re trying to accomplish.
Give the tools as a gift to clients in order to differentiate your practice and deepen relationships
Include the Legacy Pathway™ tools as an add-on to your existing Estate Planning practice
Use the system to help charitable organizations connect with their largest donors and raise capital
Offer the Legacy Pathway™ tools as a discriminatory employee benefit
The Legacy Pathway System™ makes a great workshop for clients & prospects
Give them to centers of influence to give to their clients as a way to generate new referrals
Introduce the Legacy Pathway™ to show that you care about clients & prospects
Use the system to connect with your clients’ parents, children and grandchildren
What type of client or prospect can benefit from the Legacy Pathway System™?
Everyone can benefit from the Legacy Pathway System™ regardless of age or net worth.
Even the most organized, simple situations can be made easier by using the Legacy Pathway™ tools.
Anyone named as an Executor or Power of Attorney for someone else
Anyone who wants to make things easier for their loved ones
Younger people can use it for themselves or with their parents or grandparents
Business owners or anyone with complicated financial situations
Anyone with a spouse who knows very little about their finances
Do I need any specialized knowledge to use this system effectively?
The beauty of this system is the SIMPLICITY of it! You don’t need to be an estate planning specialist or a CFP or have any other area of specialty. You need to want to help people, that’s it!