Manage episode 199668472 series 2082338
Listen as Randy and Alan discuss the evolution of Alan’s life insurance practice to become a planning practice with a very specific mission. Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multigenerational family legacy plan to bring families to a new place, together, as they plan.
While it takes significant experience and credentials to do this type of legacy planning, there are still tips that could be applied to your practice. The information Alan shares might be useful in your own legacy plan or you may learn from the way he opens conversations with clients about their goals and what is meaningful to them.
For more about resources Alan references in this conversation, visit PrattLA.com