Over the last 3 months, we described various tips on how to increase sales in your business and how to create more security in your life. These tips are part of Legacy Hierarchy ™ model. The Legacy Hierarchy ™ model also contains a Wealth Preservation System. The Wealth Preservation System is a step by step…

THE Legacy Hierarchy™ STAGE TWO: SECURITY – TRUSTEES GET NO RESPECT It’s a thankless job. Do it right and that is what you were supposed to do. Do it incorrectly and you stand to be sued by unhappy beneficiaries. Being a Trustee carries with it duties and responsibilities yet despite the growing number lawsuits most…

THE Legacy Hierarchy™ STAGE 2: SECURITY – ASSET PROTECTION Many times we are asked questions about asset protection. This week I will review some of the basic trends and ideas in this area. What is asset protection? Simply put, asset protection are the strategies and tactics to protect what you own against potential or future…

THE Legacy Hierarchy ™ STAGE 2: SECURITY – LIFE INSURANCE I have come to the conclusion and maybe realization that life insurance is very misunderstood. It is misunderstood because the perception and approach by most people is that it is a cost that one would rather not have for a risk that one doesn’t want…

THE Legacy Hierarchy™ STAGE 2: SECURITY – CLARITY + CONVERSATION We stand on the precipice of a crises. A crises of Wealth and Legacy. Families being ripped apart, brothers and sisters stop talking and money that could be invested in the family is wasted on frivolous lawsuits. We need a new approach. Preparing families for…

Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy ™, Building a Legendary Future and Creating Lasting Wealth. We hope you enjoyed the last 6 weeks of material on how to improve sales for your business. We will devote the next 5 weeks in…

Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy ™, Building a Legendary Future and Creating Lasting Wealth. The preparation has been completed. The hard work has been done. The ascent up the mountain has yielded great results. Now, to summit the mountain is…

Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy ™, Building a Legendary Future and Creating Lasting Wealth. In the Survival Stage of the 5 Stages of Wealth, the objective is to increase sales. By generating more leads, setting appointments, connecting to your potential…

Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy™, Building a Legendary Future and Creating Lasting Wealth. Once trust and rapport has been established, the fourth step up the Sales Mountain is the most crucial. This step could lead you further up the mountain…

Please join me on Wednesday, February 12th from 7-9 am for our next Business Legacy Mentoring breakfast event. The BLM series provides a venue where those who desire business mentoring can interact and be inspired by impactful members of our community. Join us for a conversation with Jeffrey Dunham, Founder, President & CEO of Dunham…

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