Planning a Legacy: How to Continue “The Story of You”

Seasoned financial representatives value the benefits of story selling, the art of using stories to communicate complex financial concepts in a way that helps enhance client understanding. But when it comes to legacy planning, there are ways a story can help both a financial representative and a client get on the same page. It starts by considering legacy planning as a way for a client to determine how their personal “story” will be portrayed after they’re gone.