Family Legacy Planning

  • Find out what you can do to prepare your clients for the upcoming tax increases
  • Get in on the ground floor of Len Renier's innovative Legacy Planning strategies
  • Catch the wave of the most innovative concepts in wealth enhancement
  • Create a family legacy with minimal out of pocket expense based on Len's popular strategies
  • Discover the newest ways to uncover assets and present these
    popular strategies to your clients!
  • Show your clients how to build and transfer wealth like the affluent do!

"LifePro's two day event has been life changing. I am so thankful for LifePro, Bill and Robin, for bringing Leonard Renier to San Diego to share this profound tool that I can use in my buisness. I know this will change the lives of my clients and I know this will catapault my success as a financial professional" - Spencer M.t

"Another great opportunity offered by LifePro to allow me the chance to really help others and have a great career and be ahead of others in the industry in helping others." - Scott W.

"This was one of the most inspiring experiences that I have ever had on the premise of helping people and educating them on what it takes to secure their financial future legacy and live NOW!" - Jan B.

"This is one of those times where I will not let an opportunity that will change my life pass by. Thank you for this opportunity to make a difference in my life and for me to make a difference in other people's life." - Tani K.

"The resources available through Wealth and Wisdom are priceless. My transition into financial planning after years in the legal profession forced me to acknowledge my deficiencies in marketing a compelling message. The tools and training provided by Len are exactly what I need to lay the foundation for a successful and profitable career." - Brian G.

"It is clear that what you have created here is born out of love, caring and passion. It is equally clear that what you are offering all the families of this country, is a guarantee for a secure future and a better life. Thank you for sharing this with us and everyone!" - Gregory P.

"I flew two thousand miles for this and it was worth hundreds of dollars per mile. Everyone NEEDS to learn and apply the simplicity of this to their practice." - Jase B.

"It is so nice to have another loud, brilliant voice in the Insurance Industry! And better yet, Len's honesty is the icing on the cake!" - Scott R.

"Few events have had this much of an impact on my life (professionally and personally). This was it, #1. My eyes have been opened. Now! Awesome! Aside from the birth of my kids, this was phenomenal. I can ramble on for a long time here, but I think you get the point!" - Kirk C.

"Thank you Len for marketing a positive message during a time when Americans must be reminded, in a world of pessimism, how and why we can create a family legacy that gives Americans real solutions to hope." - Michael V.

"Len's presentation was a mind opening experience for me. Because of what I learned, I will be able to teach families how to dramatically change their financial future and create a legacy for those they care most about." - Joe K.

"Awesome! Amazing! Incredible! Thank you! Len's concepts will not only change the lives of tens of thousands of people, but he has renewed my belief in myself and my ability to help clients and grow the business I've dreamed of." - Kim C.

"Wow! I wish that I had this opportunity 10 years ago. But that was then and this is now, and I can certainly use the material and concepts presented by Len and reinforced by Robin and James. I can't wait to see my clients." - Steve C.

"This event was an eye opener for the tax and demographic situation in America going forward. It reminded me of the difference I can make in somebody's life simply by helping them see the realities of life rather than sticking their head in the sand." - Kayla C.

The Idea:

In the next 3,000 days we have one of the largest demographic changes in modern history, 87 million baby boomers planning to retire. It's going to take money out of the market, cause a strain as Medicare costs are increasing and a be a huge burden on social security. Future tax rates will increase and cause a decrease in the growth of the economy (because there will be less money in the market). Tax rates will go through the roof, as well as causing a long down-turn in the market.

To avoid these unintended consequences, you need to use life insurance to guarantee a tax free transfer of assets and protect your family's legacy. Plus you need to use Len's wealth finding strategies to discover what money is tied up in vehicles that are going to deplete or get pummeled with taxes.

The reason why wealthy people are wealthy is becuase they use strategies designed for the rich. Len brings these strategies that bring multi-generational wealth for the affluent to mainstream America. He teaches mainstream America how to think like rich people and the end result is that they in turn create multi-generational wealth for their own families.

Len is an Advocate of single premium life policies. The candidates the agents are looking for are people with money sitting in lump sums exposed to the market risk and for people with paid off homes.

The premise is that you take the money that clients have in various assets (a common one being their house) and stuff it in the biggest box, buying the most amount of life insurance to create the best internal rate of return for the client.

So, let's say your parents have money in a paid off house. They can mortgage the home and pass the mortgage payments off to the kids, so they fork the bill while the parents can still have all their income for a decent retirement and they put the money that was in the house in a life insurance policy so when they pass on they will leave over a million dollars in death benefit, plus the hosue.

Len finds where the clients money is tied up and shows the clients the strategies where the entire family can work as a team to create money out of what they had tied up before and continue to pass money through the family (tax-free) to keep the wealth in the family.