Protect Your Real Estate & Loved Ones
About this episode
This episode explores the differences between a legacy plan and a will, featuring insights from guest Lance Welch on legacy planning misconceptions and strategies.
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: Legacy Plan Versus Will Define Legacy Plan Steps to take for legacy planning Common themes across successful families Silver sword v gold sword What’s causing divorce rates & how to help it 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…
People in this episode
Host: Bela Carrasco
Guest: Lance Welch
Topics covered
- legacy planning
- wills
- divorce rates
- successful families
- sales tips
Mentioned in this episode
Organizations: Fortune 100
Products: The Legacy Navigator
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