In preserving the financial integrity of your family we need to ask some very important questions.  In your family’s financial future, what do you see, more importantly what don’t you see?  In life, most accidents and lost opportunities are the result of things we don’t see.  The barriers in our lives are the results of only knowing what we know and seeing only what we see.  In order to preserve your family’s financial future, you must discover the things you don’t see.

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.

Presentation Builder

The Presentation Builder has a number of slides dedicated to Generational Planning.  Here are a few to help you assemble your presentation.

Presentation slides

  • 6 – Family as a Financial Tool
  • 7 – The Lasting Gift
  • 79 – The Charitable Legacy Title
  • 80 – An American Story
  • 81 – The Farm (1 of 3)
  • 82 – The Farm (2 of 3)
  • 83 – The Farm (3 of 3)
  • 84 – Cost of Decay
  • 85 – New Deal Government Dependency
  • 86 – Government Dependency
  • 121 – The Farm Title
  • 122 – The Farm (1 of 3)
  • 123 – The Farm (2 of 3)
  • 124 – The Farm (3 of 3)
  • 125 – Fall of the Family (1 of 2)
  • 126 – Fall of the Family (2 of 2)
  • 127 – Educational Standards
  • 128 – Wealth Transfers (1 of 2)
  • 129 – Wealth Transfers (2 of 2)
  • 130 – Rule one
  • 131 – Rule two
  • 132 – Rule three
  • 133 – Changing Social Fabric
  • 134 – Traditional Wealth Transfers
  • 135 – Family Goals (1 of 2)
  • 136 – Family Goals (1 of 2)
  • 149 – Family Legacy Title
Preset Presentations
“Generational Solutions” 1 MB 01-24-2020
Membership Required
“Legacy Elements” 1 MB 01-24-2020
Membership Required
“The Family Legacy” 1 MB 01-24-2020
Membership Required
“The Legacy Conversations” 1 MB 01-24-2020
Membership Required
“Training Elements For Generational Planning” 1 MB 01-24-2020
Membership Required
Training Academy

Video

“Expecting an Inheritance” 100 MB 01-28-2020
Membership Required

Audio

“The Dot Story” 4 MB 12-12-2019
Membership Required
“The Family Legacy” 9 MB 12-12-2019
Membership Required
“The Family Legacy Opening” 3 MB 12-12-2019
Membership Required

Lessons With Len

Preset Scripts

“Family Legacy Script” 48 KB 12-11-2019
Membership Required
Resources Documents on Demand

Letters

“The Family Legacy” 228 KB 12-10-2019
Membership Required
Marketing

ELFS

Legacy Series
“Charitable Legacy” 1 MB 12-12-2019
Membership Required
“Family Legacy” 1 MB 12-12-2019
Membership Required
“Rich People Think ... Poor People Think...” 1 MB 12-12-2019
Membership Required

Brochures

*Coming Soon*

  • Preserving The Financial Integrity Of The Family