The Jigsaw Puzzle Analogy - this is a way to paint a picture for why the Family Legacy Planner is so important to use during the fact finding process.

The 15 Major Problems Senior Citizens Face Today A comprehensive list of the top 15 problems facing our seniors today

Building Client Relationships - a comprehensive look at how the client relationship process is created and how to build a last relationship with your prospective clients.

Fact-Finder - our comprehensive fact finder begins with broad questions and ends with page to capture your clients' financial portfolio