Help Your Clients Build a Legacy for the Generations…

• They have assets, wisdom, and insights from a life well-lived…
• They want to provide for the next generation wisely…
• But they often delay planning until it’s very late…

Add Savvy Generational Planning to Your Client Education Program!

• Yes, I want to learn the Savvy Generational Planning process and make it part of my client education expertise for $597.  

Savvy Generational Planning overview: Generational Planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation.

In addition, you'll have the materials you need to build a team of COIs all focused on helping clients and prospects transfer their assets in the best way possible.

Planning for the Generations

Lead your clients through Savvy Generational Planning’s six-step Legacy Planning process.

They’ll be deeply grateful when they’ve accomplished the tasks of traditional estate planning while also starting the process of “generational planning” that allows them to convey their wisdom, insights, and values to the next generation.

Then take them through the second part of the program that focuses working with your client and the younger generations. You’ll learn the best approach to include the whole family and unite the generations around the transfer of assets and values from one generation to the next, including preparing the younger generations for their inheritance.

CLIENT PRESENTATIONS

Present to clients and
your community.

6 Steps to Legacy Planning for the Generations: Start Leaving Your Mark Today!

Overview: This informative, upbeat presentation is ideal for public events and one-on-one meetings. It goes right to the heart of the trouble with traditional estate planning. It introduces the generational planning process, a modern, forward-thinking approach that focuses on people, not papers.

By the end, your audience is shown how to quickly and easily start the first part of organizing their legacy by following a six-step approach.

Introduction: You’ll start your presentation with a story about the tale of two famous people. The first one rejected doing estate planning and suddenly died; the other, one who knew the end was near, took positive, affirmative steps to identify life’s lessons, and convey them to his family, friends, and wider community. You’ll summarize the problem this way:

Problem: People have a lifetime of assets AND experiences (wisdom, insights, values) to pass on to the next generation. But it often doesn’t happen because people associate “estate planning” with “death planning” and never do anything.

After that, you fully “unpack” the problem with traditional estate planning and signal that generational planning is a better approach. Your audience will feel the sting of recognition that doing nothing about these issues hurts them and their families. By the end of your presentation, your audience will see legacy planning as do-able, even fun, process and they’ll be motivated to act and come in to see you for your Savvy Generational Planning guidance.

Key Points: During the body of your presentation, which will take about 40 minutes, you’ll powerfully land these three key ideas your audience MUST believe in order to take action and come to your office for a meeting:

• Your Legacy Will Write Itself, for Better or Worse, If You Do Nothing. (Don’t let this happen. Take authorship of it now.) A review of the unhappy situations families too often find themselves in when no one plans for how their legacy will be preserved and passed on.
• Generational Planning Is a Meaningful, Even Fun, Process That Is Not Driven by Documents. A tour of the differences between traditional estate planning and the more forward-thinking and intentional two-phase process of Generational Planning.
• Follow a Six-Step Legacy Planning Process to Start Leaving Your Mark for the Next Generation. Introduce your audience to the Generational Planning’s legacy planning process.

Solution:  After you finish explaining the importance of completing the legacy-planning process, you’ll transition to closing your presentation. You’ll remind the audience that time is of the essence and you’ll say that “working together, we can develop a plan.” You’ll invite the attendees to come to your office for a one-on-one meeting where you’ll help them start their legacy planning.

"One of the traditional reasons people don’t get around to estate planning is that the task seems too overwhelming and they don’t know where to start. So, I’d like to invite you to visit me for a complimentary Legacy Planning Assessment so we can break it into chunks for you, set some goals, and establish a timetable for implementing them.

“When we complete that first meeting, you’ll be under way and heading toward completion of one of the most important projects of your life, clearly identifying your legacy and how you want to convey your values and your property to the next generation, Generational planning is not hard, you just have to get started.

Presentation includes 40+ PowerPoint slides and 12 pages of notes (FINRA-reviewed)

40+ PowerPoint slides

Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next

Overview: This personal yet educational presentation is ideal for public events and one-on-one meetings. It shows that, through no fault of the family members, communication can be difficult. However, it is necessary.

Introduction: You start by narrating the story of two (fictional) families. One family makes an effort to share values among the generations, and has a plan in place for asset transfer. Everyone communicates. The other family is burdened by its wealth, leaving all members isolated, lacking purpose in life. This brings you to the problem:

Problem: It's hard to have THE TALK. Parents aren't sure how open they should be in discussing their finances and their estate plan with their children. And children aren't sure how to broach the subject of their inheritance with their parents.

You'll say, "I am excited to be talking to you tonight about generational planning. As we saw with the Wilsons, traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets – it includes values, family history, and proper preparation. All of these things are incredibly important. They are what you will transfer to your children, grandchildren, and beyond.

But that transfer doesn’t happen naturally. We’re often hesitant to talk about money and death, for a variety of reasons. Let’s take a closer look at the barriers to generational planning, and how you can overcome them to set up a successful transfer of assets and values to the next generation."

Key Points: During the body of your presentation, which will take about 40 minutes, you'll powerfully land these three key ideas your audience MUST believe in order to take action and come to your office for a meeting:

• Generational transfer of assets, values, and goals isn’t natural. It requires planning.
• It’s hard to talk about inheritance, but Savvy Generational Planning provides a helpful framework for communication.
• There are four main steps to a successful generational transfer: Defining the family culture, setting family goals, learning key financial concepts, and preparing beneficiaries for their inheritance.

Solution: As you prepare to wrap up, you'll emphasize to your audience that starting these family discussions can be difficult, but that you are there to help.

"I mentioned earlier that the main problem with generational planning is communication. So I'd like to suggest a solution. Let us help. As your financial professional, we can facilitate family meetings and help you start those difficult conversations. By serving as mediator or moderator, we can help the generations communicate with one another around the hard subjects of money and aging, and the fun subjects of what defines you as a family and your hopes and dreams for the future.

This will be a time to help family members learn important financial concepts. The planning work we've done with the elder generation can essentially be handed down to the younger generations in order to maintain continuity and preserve the elder generation's philosophy around managing money.

All of this will help prepare the younger generations to receive their inheritance and preserve it for their children and grandchildren.

We do not charge for these services. They are part of the services we provide to any client whose situation suggests the need for these services."

 Presentation includes 45+ PowerPoint Slides and 14 pages of notes. FINRA-reviewed

25+ PowerPoint slides

Why Estate Planning? Why Now?

Clients have so many reasons to put off estate planning. It’s too much trouble. It requires difficult decision-making. There’s always tomorrow. This presentation will motivate clients to finally put their affairs in order—and show them how to get started with your help.

Boomer's Guide

Presentation includes 25+ PowerPoint Slides and notes. FINRA-reviewed

CLIENT REFERENCES

Family Guide

The Boomer's Guide to Legacy Planning. This handout (50 copies) is a 4-panel, 2-sided, 8.5" x 11" reference to distribute to clients and prospects. It walks through the six steps of legacy planning and explains the importance of acting now. ($297 value). 

The Family Guide to Generational Planning. This two-sided, full-color handout follows the main points from the presentation, "Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next." A personalized PDF download is included in your membership, which you can take to your local printer.

CLIENT WORKSHEETS (PDFs)

First Meeting
Guide

These downloadable guides will provide you with a range of resources to choose from as you meet with clients and prospects to discuss legacy planning. The First Meeting Guide includes:

• Legacy Planning Assessment: Ten questions to help clients identify what they need to do to organize records and prepare for the transfer of wealth and values. Use this at the workshop or as part of a first meeting. It determines where in the process clients are and shows them how much they have left to do.
• Legacy Planning Checklist: A detailed action plan for professional and client to work through together. Notes specific tasks that need to be done for each of the six steps and blank fields for "date assigned" and "date completed." Clients work through the list at their own pace, with guidance and support from the financial professional. Use this checklist to ensure clients have accomplished all the tasks to complete a successful, thorough estate plan.
• Family Legacy Worksheets: Worksheets to jog clients' memories and help them compile their experiences, family stories, special skills, thoughts, beliefs, values – all the intangible things they want to pass down to the generations in order to leave their mark upon the world. Give these worksheets to clients to help them organize the intangible assets they want to leave behind.

Selection of
worksheets

Then, Client Meeting Guide (PDF) is a selection of worksheets and information to help you help clients and their families go through the four steps of savvy generational planning. It includes:

• List of Values: Ask clients to draw from this list to identify the values that contribute to their family culture.
• Family Financial Goals: Savvy generational planning involves having the family identify the goals they would like to accomplish for each generation and for the family as a whole. Here are some sample goals as well as space to write your own.
• Financial Concepts Quiz: Test the younger generation’s understanding of financial concepts. This provides an excellent opportunity to see where you can offer value.
• Financial Education Resources: A list of books and online courses to help children and young adults learn about money and all that comes with it.
• What to Do When You Inherit Money: Inheritors are often bombarded with advice from family and friends. Here are a few simple rules that will help clients keep their bequest “heir-tight.”
• Executor Checklist: Many beneficiaries don’t have a clue what they are supposed to do once they inherit. This handy checklist makes sure they are prepared before and after the inheritance.
  

  FA  Guide

PROGRAM GUIDE

Financial Advisor's Guide to Savvy Generational Planning. This 175+ page report by Elaine Floyd walks you through all the major aspects of smart generational planning, from working with clients on the emotional aspects of passing on a legacy to the nuts and bolts of wills and trusts to pass on tangible assets. ($199 value)

6 CE Credit

CE CREDIT

6 CE credits are available for CFPs after successfully passing the 60-question CE exam.

Marketing
Toolkit

MARKETING TOOLKIT

Savvy Generational Planning Marketing Toolkit. Use this guide to organize the marketing and delivery of your Savvy Generational Planning presentations, including Finra-reviewed post cards, press releases, and flyers. ($299 value)

Article Reprints

ARTICLE REPRINTS

Savvy Generational Planning article reprints (PDF): Receive access to ten articles about generational planning. Brand these article reprints with your contact information, photo and logo to create a client touch that's both instructive and memorable. Post to your website, email newsletter, and social media. Or get them printed and mail them in a drip marketing campaign! ($582 value)

BUILD A COI TEAM

Roundtable

Savvy Generational Planning: Opportunities for Collaboration and Joint Business Development (FINRA-reviewed)

This professional roundtable helps you get in front of COIs to create a generational planning team. The agenda is:

• The importance of family-focused estate planning
• Philosophy and approach to multigenerational planning
• Ideas for collaboration and joint marketing
• Next steps

There is a two-sided handout available for attendees which follows the main points from the roundtable presentation and discussion. You can award one CPE credit to CPAs, if you follow all of the instructions in the CPE credit guide.

Hack-Proof Your Life

FREE BONUS

Hack-Proof Your Life Now! The New Cybersecurity Rules (1 copy): Get this award-winning guide that will help you and your clients dramatically improve their cybersecurity. ($19.97 value)

Go Ahead and Sign-Up Now—There's No Risk So Give It a Try

Become a member of the Savvy Generational Planning program for $597. Your Savvy Generational Planning fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below. 

To save you time, your subscription will be renewed at the end of its term at $497 and you’ll receive the latest, updated version of the program, plus 50 copies of the Savvy Generational Planning guide. (You can cancel anytime.) You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.

Our online process is secure and you can safely provide your credit card information in the form below.

Request a Desktop Demo for Savvy Generational Planning:

Demo includes:

• Financial Advisor's Guide
• First Meeting Guide
• Webinar: Why Generational Planning Makes Sense for Advisors and Clients
• Presentation: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
• Marketing Toolkit
• Article Reprints
• Client Handouts
• Private Website Access to All Resources and Matter

Click here to sign up or call (888) 336-6884 ext. 1

Risk-Free GUARANTEE for Savvy Generational Planning

We think this program is so important to your community, your clients and your success, that we’re trying to make it as easy for you as possible to gain this valuable knowledge. Use Savvy Generational Planning with your clients and prospects. Boomers in retirement may think their deaths are a long way off. They either haven't thought about estate planning or have actively avoided taking on its challenges.

By helping people better understand how legacy planning can protect themselves and their heirs and allow them to transfer all that they have gathered in this life, you'll be helping them achieve a small "peace of mind." That's why I urge you to obtain the Savvy Generational Planning and make this guarantee:

Learn the program. Present it to your clients and prospects. Use it one-on-one and in group settings—as a client education workshop. Do that for 12 months. If you're not finding that your clients and prospects are extremely grateful to have a competent, confident and knowledgeable professional guide them through the ins and outs of the generational planning process, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to Horsesmouth at: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: 212-343-8760, Ext. 1.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext. 1 (Outside U.S.: 1-212-343-8760)