Legacy and Harmony members of your FCP receive the benefit of your firm handling their funding, which takes the place of the Wealth Plan. Use this outline as a checklist to ensure your client’s funding is complete, thorough, and purposeful.
Overview of the Legacy Level of Membership
The FCP Legacy Level differs signifiantly from the first-tier of membership, the Foundations Level. So in this resource we break down the differences between the two levels, including not only the services you’ll offer, but also the benefits to the client and what types of clients would be attracted to these services. This resource also introduces a concept that may …