How much capital do your clients really need to live the way they want to live for the rest of their lives adjusted for inflation?
We will take into account what they deem to be reliable paths of income. They will become comfortable, quantitatively, exactly where they stand.
Any excess capital they own greater than the amount they truly will need during retirement is thus available to lever up to do more for those people and things they care about. This will result in a substantial increase in your legacy planning sector of your business and closing ratios.
Contact us at (949) 544-2500 or register online to become a member of TheSolomonSchool and learn more about legacy planning.