Benefits of Membership in The SunBridge Network

 

The SunBridge Network provides the “new support-set” that SunBridge 3-GEN Planners need to sustain and constantly improve their professional capabilities. SunBridge Network membership will equip you for the long haul and will set you apart as uniquely qualified to assist multigenerational families to preserve family solidarity, their values, and their valuables. As a member of The SunBridge Network, you’ll receive many valuable benefits, which include:

  • Exclusive access to our “Priceless Conversations” tool kits
  • Intellectual property license to use SunBridge exclusive tools and concepts
  • Access to the SunBridge Network members-only website store, downloads, and more
  • SunBridge Network Quarterly Forum conference calls
  • “Wednesday Wisdom” emails
  • Quarterly mailing of audio SunBridge Tools training CDs
  • Private list-serve dedicated to 3-GEN Planning and legacy building
  • Opportunity to become a Certified Legacy Advisor
  • Listing as a Certified Legacy Advisor and/or Legacy Advisor and contact information on our public website http://www.sunbridgetools.com/SunBridge-Advisors.html

Most importantly, you will become part of a community of professional advisors who deliver 3-GEN Planning to their client families.

 

Exclusive access to our “Priceless Conversations” tool kits

SunBridge “Priceless Conversations” tool kits are a powerful and effective way to connect with clients and teach client families how to connect with each other. We offer numerous Priceless Conversation tool kits to fit all circumstances and occasions. As a member of the SunBridge Network, you can download and create the kits yourself or purchase these tool kits online at the members-only website store. For a complete list, please visit the members-only section of our website, www.SunBridgeLegacy.com

 

Intellectual property license to use SunBridge exclusive tools and concepts

Membership in the SunBridge Network includes an ongoing license to use the dozens of practical tools, processes, and concepts that SunBridge has created exclusively to help professionals deliver true 3-GEN Planning and legacy building to their clients and customers. As long as you are a member of the SunBridge Network, you have access to these tools.

 

Access to the SunBridge Network members-only website store, downloads, and more

Members of the SunBridge Network have exclusive access to an amazing array of resources in the members-only section of our website, www.SunBridgeLegacy.com. Here, in this password-protected area you will find these five important sources of support:

Store -In the Store section, you can order a wide variety of supplies to support your 3-GEN Planning services, including our unique “Priceless Conversation” tool kits, Scott’s books, Treasure Chest games, and much, much more.

 

Downloads - The Downloads section contains a vast array of tools, documents, audio presentations and resources developed by SunBridge as well as some of our members, to enhance your 3-GEN business. All are available for your exclusive use as a member of the SunBridge

 

Network. Calls - In the Calls section, you’ll find a schedule of upcoming SunBridge Network Quarterly Forum conference calls as well as dial-in instructions.

 

Directory - In our Directory, you can locate and contact other members of the SunBridge Network, and they can find you, so you can collaborate with other 3-GEN Planning advisors all over the country and overseas. We also list a directory of all SunBridge Advisors on our sister website, www.SunBridgeTools.com/SunBridge-Advisors.html as a marketing benefit to our members.

 

Priceless Conversations - In this section, you can download materials to create your own Priceless Conversation kits, including how to print the customized CDs and notecards. You can also print Menu Cards, photo inserts for your kits, and a Priceless Conversations Handbook. This section also includes instructions on what materials and equipment to use for Priceless Conversation projects, as well as a direct link to our online store to order kits.

SunBridge Network Quarterly Forum conference calls

Each quarter, members of The SunBridge Network are invited to participate in a conference call led by Scott Farnsworth. The conference calls are designed around member suggestions for discussion topics focusing on how to implement SunBridge tools and principles into your practice. The atmosphere is collegial and motivational as members welcome the opportunity to learn from and assist each other. Calls are generally scheduled on the fourth Wednesday of the designated month at noon Eastern, 11 a.m. Central, 10 a.m. Mountain, 9 a.m. Pacific, and last about 30 minutes. The schedule of calls and the phone-in number and PIN are available on the member-only website. In addition, reminders are sent via email. For members who are unable to attend in person, or who want to listen to the calls later, calls are recorded and emailed to members from our phone-bridge service, FreeConference.com.

 

“Wednesday Wisdom” emails

SunBridge Network founder and President, Scott Farnsworth, offers quick tidbits of wisdom emailed to our members on Wednesdays. These thought-provoking essays are short, easy to read, and offer advice that you can incorporate into your practice that day! The idea is to stay in touch by providing quick mental pick-me-ups in the middle of the week. Look for these short bursts each Wednesday morning to give you a regular dose of SunBridge wisdom.

 

Quarterly mailing of audio SunBridge Tools training CDs

Each quarter you will receive an audio CD from SunBridge explaining how to use different SunBridge Network tools. These CDs are created to help you strengthen your practice. SunBridge Network members listen to their CDs at their convenience to learn new practices and techniques they can incorporate into their practices.

 

Private list-serve dedicated to 3-GEN Planning and legacy building

Using Google Groups technology, each member of the SunBridge Network can share ideas, opportunities, and questions with all the other members of the network by sending a single email to everyone in the network. It’s a wonderful way to take advantage of the collegial nature of our organization, learning and supporting each other in this pioneering effort. You’ll enjoy hearing about creative ideas from other SunBridge Network members from around the country. Members receive an email with directions on how to participate.

 

Opportunity to become a Certified Legacy Advisor

Members of the SunBridge Network who complete specific requirements and maintain their status will be authorized to use the professional designation of Certified Legacy Advisor™ (C.L.A.). They will be registered in the official directory of Certified Legacy Advisors.

 

Listing and contact information on our public website www.SunBridgeTools.com/SunBridge-Advisors.html as a Certified Legacy Advisor and/or Legacy Advisor

 This website teaches members of the public the importance of working with a SunBridge 3-GEN Planner. One of the principal benefits of the website is to help prospective clients find you and connect with you by providing them your address, telephone number, and email, plus website links to your business. It will help you stand out in a crowded market and develop a new source of referrals.

 

 

 

We invite you to join us, and share our passion for making a difference in the lives—and legacies—of those we serve.

 

The cost of membership in the SunBridge Network is surprisingly affordable: only $95 a month for so much value.

 

Better still, there is no long-term contract. We’re confident in what we deliver to our members. We’re sure you’ll be satisfied with the value you receive every month, so we don’t need to tie you down or lock you in. Isn’t that the kind of group you want to belong to?

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