Generational Planning

The Next Hybrid Planning Approach

Double Jeopardy

Hiddenomics & The Role Of The Government

What is Wealth & Wisdom

The Purpose and The Path

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Generational Planning

If given a choice, would you want your family’s financial future to be centered on risk or on certainty?  It is the belief of traditional planning that you should assume all the risk.  Now imagine your family’s financial future built on financial certainty.

Start the conversation using our collection of resources including:

  • Presentations
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  • Books
  • and more…

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The Challenges

Economic Trends & Shifts Marketing To Your Client's Future

The Myths & Realities

Questioning Traditional Thinking


I can't stop talking about it - The Concepts... The Ideas... The Words... YES... THE WORDS! All I've been talking about since is Len's Three Rules of The Rich. The amazing thing is that the agents I visit ask me to repeat them and actually write them down. "The Family Legacy: The Generational Solution" is a powerful book and will help you and your agents make more sales.
Martin A. Smith
Regional Vice President, Security Mutual Life Insurance Company of New York


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