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What will you leave behind?

Mark R. Colgan, CFP

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What impression will you leave on the world? Colgan explores this question in his session about legacy planning, a service that may believe is the fastest-growing in the industry. He explains the essential components of a comprehensive legacy plan, how it benefits both the client and the advisor, and the six secrets that ensure clients complete the process. Find out how to positively affect in your clients' lives, differentiate your services and increase sales with legacy planning.

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