Life and Legacy Planning Guide

Promote yourself as the financial professional with the knowledge, experience, and compassion potential clients need when preparing for the transition of their estate to their beneficiaries.

Estate planning is a little like herding cats. There are so many details that need to be identified and corralled that people with the best of intentions often forget some of the most important factors—leaving their beneficiaries and loved ones in crisis.

This lead magnet will attract potential clients who need the guiding hand of an experienced and compassionate financial professional. It includes a comprehensive list of items and a worksheet for capturing critical information necessary to the smooth handling of their affairs. It also addresses ways in which they can leave the next generation a legacy that speaks to the value of their lives—value that goes beyond material gain.

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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more