About this episode

This episode discusses the critical differences between a legacy plan and a will, along with common misconceptions in legacy planning.

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. Lance was 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
• sales tips
• successful families

Keywords

• legacy plan
• will
• divorce rates
• sales tips
• behavioral consultant

Mentioned in this episode

Organizations: Fortune 100

Products: the legacy navigator

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