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Thanks for your valuable time here.
Let’s get to the point: Legacy Planning helps clients preserve their family’s values, traditions and defining moments.
Unlike offering time-consuming autobiographies for the ultra-rich, Legacy Planners of America™ provides simple, DYI tools designed for the mass-affluent demographic.
With time always being short, our brief training module makes it quick and easy to gain the status of Chartered Legacy Planner™.
Be a Chartered Legacy Planner™
As a Chartered Legacy Planner™ (ChLP) you simply introduce (not sell) any or all of our automated DYI family legacy tools at no cost to clients and prospects. The results???
- Makes you a better Advisor
- Greatly increase conversion rates
- Generate qualified introductions (not referrals)
- Increase client retention (lifetime value)
- Increase client retention
… and serious DIFFERENTIATION!
Values vs. Valuables
Across all income levels, research indicates people over 55 want to be remembered for their life experiences with loved ones far more than the amount of wealth they’ve accumulated.
Simply put, with the great wealth transfer under way, Advisors can DIFFERENTIATE by prioritizing their clients’ values over valuables.
Legacy Planners of America™ was formed to address this massive need.
State of the Industry
80% of surviving spouses will choose a new Advisor when a patriarch dies.
The majority of surviving matriarchs want to pass down their values more than their valuables, yet finding trusted advisors to assist is nearly impossible.
Therein lies the CLIENT ACQUISITION & RETENTION opportunity of a lifetime!
With our easy-to-deploy legacy planning tools and resources, you can proudly deliver as a Chartered Legacy Planner™.
DYI Tools & Resources
As a Chartered Legacy Planner™ (ChLP), imagine the conversation you’ll start by simply giving clients and prospects any or all of these high perceived value legacy planning tools and resources:
- ChLP Video Training & Certificate
- Legacy Stories Interactive PDF Handbook
- 220 categorized questions to choose from
- Legacy Asset Checklist
- Family Tree
- Legacy Letter Templates
Legacy Cafe’ Podcast
- 25-minute riveting episodes covering every aspect of family legacy with nationally recognized guests.
- LPofA Directory Listing
- As more people search for help, your listing in our Directory can be exactly who to call.
- LegacyStories.org Archive Vault
- One for you to be a ‘product of the product’
- One free per client to build even more perceived value, and increase introductions.
- Reminiscence Program
- Use a proprietary link to send clients automated ‘memory trigger’ weekly emails to keep their legacy and YOU top of mind.
Who Are We?
After losing his father, then his mother to Alzheimer’s in 2005, Dennis Stack published a booklet with 200+ questions he wished he had asked his parents before they died. He gave the booklet, along with a cassette recorder and blank tapes, to his top clients as a holiday gift.
The response was so overwhelming he left his successful 20-year career as a wealth manager to rescue what is arguably the greatest body of wisdom in history before it’s taken to the grave by family elders.
His story-collection methods and programs have been used in 800+ hospices, countless senior care communities, veteran groups, cultural and spiritual communities in 14 countries.
After COVID shut down his efforts he partnered with Carter Wilcoxson and Tom Cormier to launch Legacy Planners of America™ .
