Please read through these terms and conditions in their entirety before joining the Life & Legacy Planning Program. You can read the entire Agreement here.

All customers are required to abide by these terms, conditions, and the Agreement, whether you have read them not.

Included in my initial purchase, how long will I get access to the Life & Legacy Planning Program or Life & Legacy Planning Program with Strategic Business Advisor Upgrade?
  • You get access to all resources, modules, and lessons for three years.
Included in my initial purchase, how long will I get access to Mentorship & Coaching?
  • If you invested in just the Life & Legacy Planning Program you'll receive 90 days free access to Mentorship & Coaching.
  • If you chose to include the Strategic Business Advisor Upgrade, you'll receive 180 days free access to Mentorship & Coaching.
After my Mentorship & Coaching 90 or 180 day trial will I continue to be able to access the group coaching call archives?
  • No, the Coaching Call Archives are reserved for people who are either in a Mentorship & Coaching Trial or paying for a Mentorship & Coaching Subscription.
How can I retain access to Mentorship & Coaching including the forum, group coaching calls, and 1:1 coaching with a Core Program Coach (+ group coaching call archives) after my 90 or 180 day trial?
  • You can purchase a Mentorship & Coaching Subscription for $497/month after your trial ends
    • Purchase the Life & Legacy Planning Program Mentorship & Coaching Subscription here >
    • Purchase the Life & Legacy Planning Program with Business Advisor Upgrade Mentorship & Coaching Subscription here >
How do I retain access to the access to my program materials after my three year access term has expired
  • You can buy a program subscription for $500/year or $50/month.
    • Please Note: This does not include access to Mentorship & Coaching. However when your three year term expires if you have a Mentorship & Coaching Subscription you will continue to retain access to the resources, modules, and lessons included in the program you purchased. 
What if my three year access term expires and I forget to buy a Life & Legacy Planning Program Subscription or Life & Legacy Planning Program with Strategic Business Advisor Upgrade Subscription right away?
  • We understand that life gets busy and will honor a 90 day grace period for you to purchase a program subscription at the $500/year or $50/month rate.
What if my three year access term expires and I forget to buy a Life & Legacy Planning Program Subscription or Life & Legacy Planning Program with Strategic Business Advisor Upgrade Subscription after the 90 day grace period?
  • 90 days after your three year access term expires, you may purchase the program again at 50% of the current price.
    • Please Note: This 50% program discounted rate is available only to original buyer/individual. It is non-transferrable. 
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NLBM's "No-Fail" Guarantee

We promise to do everything in our power to not let you fail. If you are still not engaging clients — after 90 days for Life & Legacy Planning Program and 180 days for Life & Legacy Planning Program with Strategic Business Advisor Upgrade — and you are doing the work you committed to in the Pledge, we will continue to mentor and coach* you until you've engaged your first two paying clients, giving you the confidence to know you can recoup the cost of your investment.

* With an extension of your complimentary Mentorship & Coaching Subscription which includes access to the forum, group coaching calls, and 1:1 coaching with a Core Program Coach.