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Reasons to believe

 

Listen below to the Senior Editor at Horsesmouth interview four members of Plan Your Legacy who share their experiences with the Breadcrumbs legacy planning program.

 

 
"This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow--and those who will live in it--the thought, reflection, and planning they deserve. I congratulate everyone involved in putting this together."
—Jim Stovall, Author of “The Ultimate Gift” and International Humanitarian of the Year
 

What members are saying

“I found that Plan Your Legacy’s education and training process exceeded my expectations.  Programs I have purchased in the past for my business usually have, at most, a one-session training class and then you’re on your own.  However, the folks at Plan Your Legacy truly understand that this is more than just an add-on to your business; it’s who you are, how you run your business, and they spent numerous conference calls with me to assure I felt comfortable integrating it into my business.  Thank You.”  —Peter Hill, ChFC

“All that I can really say is that Plan Your Legacy is awesome.  It is such a wonderful and powerful tool that I find myself torn between sharing it with everyone that I know and keeping it a secret so that other advisors in our area don’t find out about it.”  —Darren Douglas

“Thank you for creating and sharing the Breadcrumbs program with our group.  The information from your training and coaching sessions has exceeded our expectations by a mile.  Your insight and willingness to teach us how to communicate the value of our practice has been an awesome experience.”  —Rod Acord, ChFC, CASL, CRPC

 

 

“The concept itself is a fantastic eye opener addressing issues that are on most people’s minds.”

How important to know, that the bond between me and my clients is an authentic, genuine love for them and their families and their love for me as someone who cares.”

“The “warm and fuzzies” can help retain assets as they pass from generation to generation.” 

 Additional words of wisdom

 “The introspective approach to financial planning has been around since the mid-90s, but now, as the baby boom cohort reaches the other side of middle age, its time has truly come. Boomers, the financial services industry has decided, respond better to soul-searching than to boilerplate asset allocation models. To attract their business, hundreds of independent planners are taking special training in life planning techniques.”   — Life Planning Goes Mainstream: Joan Warner. Financial Planning. New York: Sep 1, 2006. pg. 1

 “Our job is to match client resources with client psychographics, understanding their hierarchy of concerns, whom they love and who loves them, what they love and why, and what matters while they are on this earth and what they think will matter when they are gone.”  —The Upside to Anxiety. Lewis Walker. Journal of Financial Planning. New York: Jan. 2007; 20, 1. P. 34.

“With Americans turning 60 at the rate of about 8,000 a day, interest in ethical wills is exploding. In fact, baby boomers queried on inheritance last year by Allianz Life Insurance said they'd be 10 times more grateful to receive life lessons from their parents than to get material goods.”  —Ethical wills: bequeathing your life lessons. Dianna Marder. Knight Ridder Tribune News Service. Washington: Apr 9, 2007. pg. 1

 

JOIN WITH CONFIDENCE!

With the Breadcrumbs member reassurance program, if you are not totally satisfied with your membership you may cancel at any time. This allows you to experience your membership risk free. Our cancellation procedure is simple. Just sign and return our “membership termination agreement” at least 21 days in advance of your credit card billing. Why are we so liberal? Because we are confident you will love our program!