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LEGACY BUILDER

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LEGACY BUILDER RETREAT
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2008 DATES

San Diego - Sept. 23-24

Orlando - Dec 4-5

TOOLS LIST

Practical Training, Tools, and Support for the Caring Advisor

If you are a caring advisor looking to integrate legacy building into your work with clients, you’ve come to the right place. 

The SunBridge Legacy Builder System is a practical and elegant array of training, tools, and support for the wise and caring advisor.  With our help, you can gracefully weave legacy building into your marketing and client services.  By creating greater value for your clients through legacy building, you will soon discover that you can make more money in your practice, enjoy more satisfaction in your work, and find greater meaning in your life.

The increasingly disjointed and hurried pace of life in the 21^st Century has sparked a deep yearning in seniors and boomers to address and act on issues of significance and legacy. The advisor who can connect quickly and confidently on these matters has a huge competitive advantage in today’s marketplace.  The Allianz Life Insurance Company’s recent American Legacies Study found that the inclusion of legacy building as an integral part of professional services increases the perceived value of those services to the senior/boomer client by as much as TEN TIMES. 

The Allianz study also discovered a significant gap between what clients want and what most professional advisors can deliver:  Although seniors and boomers say that working with a caring advisor capable of addressing and acting on legacy issues is very important to them, the study found that most professionals are ill-prepared and ill-equipped to implement legacy building in their work with seniors and boomers.   We think this gap creates a substantial opportunity for the caring advisor with the right training and tools, such as offered by The SunBridge Legacy Builder System.

This system is field-tested, people-friendly, and ready for your immediate use.  It includes state-of-the-art training and dozens of practical, next-generation tools.  One example is our model of an ideal legacy called “Your Legacy,” (See the diagram below.)  This tool can help you teach your clients that an ideal legacy should include four elements, woven seamlessly into an integrated whole.  Imagine having that conversation with your best clients or prospects..

To learn more about our practical legacy training for the wise and caring advisor, CLICK HERE.

Your Legacy

To learn more about our practical legacy training for the caring advisor, CLICK HERE.