Climbing the Family Tree

Climbing the Family Tree

Climbing the Family Tree: Embracing the Next Generation

Perhaps the biggest risk to an advisor’s practice is the death of a few core clients. This program teaches advisors how to incorporate the entire family into the planning process to retain more assets and grow their book.

The Enduring Process – Step-by-Step

In this user’s guide, we’ll explain how to use the Enduring Legacy Process to go beyond traditional estate planning:

  • How to help your clients with elements of their legacies that are just as important to them as assets
  • How to leverage your skills as an advisor to increase your relevance to clients and their families
  • How to build generational reach with the heirs of your clients

This is a guide, not an encyclopedia — it is intended to introduce the concepts and process behind creating an Enduring Legacy. We encourage you to seek out the abundance of related information available in bookstores, libraries, and on the internet, which can help you refine the process for your specific practice and clients (some resources are suggested in Section 2 of the brochure). Finally, to help introduce the Enduring Legacy Process to your clients, partner with Voya in hosting an Establishing an Enduring Legacy client seminar. The seminar illustrates with real-life examples the benefits of the comprehensive legacy planning:
 

Key Points

 

This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (“Voya IM”) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial data. Actual results, performance or events may differ materially from those in such statements. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Voya IM assumes no obligation to update any forward-looking information.

Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.

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