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Join
LEGACY BUILDER
NETWORK
LEGACY
BUILDER RETREAT
Agenda
2008 DATES
San Diego - Sept. 23-24
Orlando - Dec 4-5
Benefits of Membership to The SunBridge Legacy Builder Network!
Are you looking for a community of caring professionals who believe that quality client service includes being good stewards of our clients’ legacy as well as their money?
As a member of The SunBridge Legacy Builder Network, you’ll receive many valuable benefits, including:
Exclusive access to our “Priceless Conversations” tool kits;
The right to private-label our “Priceless Conversations” tool kits with your own name, logo, and branding;
Intellectual property license to use tools and concepts;
Access to our members-only website;
Monthly Legacy Builder Network conference calls;
Monthly e-newsletters full of articles and ideas;
Private list-serve dedicated to legacy building;
Discounts for team members at training events;
Affiliation with The Legacy Builder Institute, a national non-profit educational foundation, allowing network members to speak as a representative of the Institute;
Opportunity to become a Certified Legacy Advisor
Listing and contact information on our public website, www.certifiedlegacyadvisor.com, as a Certified Legacy Advisor and/or a Fellow of the Legacy Builder Institute
Creative ideas from other SunBridge Legacy Builders from around the country.
We invite you to join us, and share our passion for making a difference in the lives—and legacies—of those we serve.
To join the Legacy Builder Network, CLICK HERE.
To read testimonials from satisfied SunBridge Legacy advisors, CLICK HERE.
To register for an upcoming SunBridge Legacy Builder Retreat, CLICK HERE.
To contact us for more information, CLICK HERE.
