LegacyBook
@legacybookappWe are an app for financial planners to help their clients capture and preserve their legacy.
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@SiliconPrairie is the bedrock for what’s happening in #technology in the #midwest. We’re #excited to be apart of their featured #article.
.@legacybookapp a #Wichita-based #startup, is innovating financial advisor-client relationships and collaboration with a secure and new convenient mobile #app. bit.ly/2G2mFHV
Legacy Book app gives you the opportunity to celebrate your legacy for years to come. So contact us today to learn more about this opportunity.
There is nothing more important than your data. That is why we ensured that our app is as secure as possible.
The Legacy Book app gives you the opportunity to assign delegates. These delegates work as collaborators to your legacy planning so your family members are able to be involved.
Communication between the generations definitely has different styles. But, that doesn't mean that it has to be hard. Finding common middle ground is crucial. And Legacy Book can provide that for advisers!
We have started a blog to be a resource for advisors. And we hope that you enjoy our articles! legacybookapp.com/blog.html
Are you going to be the advisor who looks for clients under the age of 40 with the Great Wealth Transfer so close? #financialplanning ift.tt/2TJFwza
The Great Wealth Transfer is coming soon. And in some ways it is already here. Are you ready for it? ift.tt/2G4qnAt
Read this review from one of our users about why the Legacy Book app is great for clients! ift.tt/2Rsi9XZ
Our app is accessed four times a day! Legacy Book gives people the ability to access their legacy planning from wherever they are! ift.tt/2QReOTa
Be sure to watch our page this week to find out some exciting announcements!
Legacy planning is something that is on-going. Sure, the practical application of legacy planning involves financial, estate, and other plans for after you pass but it is also something you are doing even if you don't realize. It is telling your grandchildren about the Christ....
Legacy isn't about fame. Legacy is so much more. It is personal-just yours-and no one will ever have the legacy you do. Even though you may think that you are average no one is. Finding your legacy can be difficult. But, it doesn’t have to be something big. It can be the smal....
In case you missed it.
LegacyBook isn’t just an app for legacy planning or financial planning. It is a secure app that not only assists the clients with planning it also helps you communicate with them and create lasting relationships.
LegacyBook isn’t just an app for legacy planning or financial planning. It is a secure app that not only assists the clients with planning it also helps you communicate with them and create lasting relationships.
Legacy is a verb. It is something you do. You build it. You cultivate it. And you watch it grow over your lifetime. And with legacy planning, it is something that can be continued even after you pass.
We created the Legacy Book app with security in mind. We know just how valuable your information is and we want to protect it! You can learn more about the app at legacybookapp.com!
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Who to follow
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Occidental Management
@Occidental_Mgmt -
Wayne Bell
@WBell_BizBuzz -
Lead Wichita
@LeadWichita -
Megan N. Feeney
@Megan_N_Feeney -
Steven Werner
@stevenwerner101 -
Doug Ledbetter
@dougledbetter -
Jason Toevs
@JasonToevs -
Lawn Buddy
@lawnbuddyict -
Dennis I. Clary
@DIC_ICT -
Jason Gregory
@jgee_ks -
Kym Money
@kym_money
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