The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions. 

Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss.

We also discuss:

1. Legacy Plan Versus Will 
2. Define Legacy Plan  
3. Steps to take for legacy planning 
4. Common themes across successful families 
5. Silver sword v gold sword 
6. What’s causing divorce rates & how to help it 
7. Top sales tips 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.