Generational Planning

The Next Hybrid Planning Approach

What is Wealth & Wisdom

The Purpose and The Path

Become a Member

Member Login

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
  • Videos
  • Scripts
  • Books
  • and more…

The Conversations

The Challenges

Economic Trends & Shifts Marketing To Your Client's Future

The Myths & Realities

Questioning Traditional Thinking

The Generational Solution

The Family Legacy

Testimonials

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

Events & Training

Webcasts

What's new

Contact Us

  • Telephone: (734) 261-9320
  • Toll Free: (866) 895-5947
  • FAX: (734) 261-9322
  • E-mail: edu@wealthandwisdominc.com

Location

2363 W. Jefferson Ave, Suite 213 Trenton MI 48183 USA