LEGACY MATTERS FINANCIAL SERVICES PROGRAM

LEGACY MATTERS FINANCIAL SERVICES PROGRAM
OVERVIEW One of the most profitable opportunities to pursue is the Financial Services genre. These can include brokers or agents in life insurance, financial planners, reverse mortgages, estate planners and the like.  In these sectors there is a growing need to etsablish a more personal conection with the family. In fact,...
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LEGACY MATTERS CLIENT LOYALTY PROGRAM (GIFT CERTIFICATES)

LEGACY MATTERS CLIENT LOYALTY PROGRAM (GIFT CERTIFICATES)
PRESENTING THE LEGACY MATTERS PROGRAM The Legacy Matters Program with its 5 talking photos, archival DVD and online slideshow is the gift that keeps on giving. Use the video below to show individuals, families and groups how anyone can secure an honored place in family history for themselves or a loved...
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Legacy Matters Gift Certificates

Legacy Matters Gift Certificates
LEGACY MATTERS GIFT CERTIFICATES For a lot of people the Legacy Matters Program is something they would buy for someone else rather than for themselves. For that, we've created a Legacy Matters gift certificate that can be coupled with the DVD. The DVD labels are screen printed with licensed corporate branding...
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PROMOTIONAL VIDEOS

<<<Back to Project Resources OVERVIEW We highly recommend downloading each of these videos to a folder on your desktop. This way they are instantly available whenever the need arises. You can find these and over 150 others in our YouTube video library. To view click HERE .  To download the videos...
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CERTIFIED LEGACY ADVISOR COURSE

<<<Back to Project Resources OVERVIEW Begin the course with Lesson-1 and don't jump ahead. Each Lesson must be taken in sequence. Follow the instructions closely and good luck! Lesson-1 The Living Legacy Project Lesson-2 Legacy Matters Program Lesson-3 Recording Oral Narratives Lesson-4  Legacy Stories Website Lesson-5 I-ASK Affiliate Program Lesson-6 Marketing...
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LEGACY MATTERS PROGRAM

Back to Project Resources OVERVIEW Note:   Only I-ASK Certified Legacy Advisors are authorized to sell the Legacy Matters Program or use the licensed materials in this section. The full outline of the Program is found in Lesson Two of the CLA Course. Below you'll find all the materials you will...
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ARCHIVAL DVD PRODUCTION AND MEDIA

ARCHIVAL DVD PRODUCTION AND MEDIA
<<<Back to Project Resources D O IT YOURSELF In the interest of protecting our brand and assuring consistent quality, if you want to use our logos or program titles we require a sample of the DVD image and a rendered video for approval. You only need to do this once to...
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FRIEND-HOSTED LEGACY TALKS

<<<Project Resources OVERVIEW Legacy Talks are education and demonstration workshops to show the importance of building and passing on a legacy. As with our other programs Legacy Talks revolve around demostrating the Legacy Matters Program with 5 talking photos, etc.    In many cases you will find that once a client...
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LEGACYSTORIES.ORG INFORMATION

<<<Back to Project Resources OVERVIEW The information below will continue to be compiled so check back often. Here is where you can check the pricing for Archive Vaults and download the LegacyStories.org brochure. LegacyStories.org Archive Vaults LegacyStories.org Brochure LegacyStories Logo   LegacyStories.org Lifetime Vault promotion : $100 discount on the LegacyStories.org...
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FAMILYSEARCH TREE CONNECT PROGRAM

<<<Back to Project Resources OVERVIEW Whether an ameteur or professional genealogist, you mostly likely have heard of FamilySearch, the largest genealogical organization in the world with over 4500 family history centers and a database of over 3.5 billion ancestor records. LegacyStories.org became the first web application to be certified by FamilySearch...
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USEFUL FREE LEGACY SOFTWARE

<<<Back to Project Resources OVERVIEW We are always on the lookout for free software that can be beneficial to members. If you want to recommend something for the list please send a link to their webpage to This email address is being protected from spambots. You need JavaScript enabled to view it..  Roots Magic Genealogy Audacity Digital Recording-Editing   (Beta 3.1) Open Office   (Like...
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RECOMMENDED TOOLS AND PRODUCTS

<<<Back to Project Resources OVERVIEW We are constantly seeking equipment that produces the best quality at the most affordable prices, taking into account portability, consistency of quality, ease of use and price. You may find alternatives for all of the products listed below. These are our picks at the current time....
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MEDIA DIGITIZATION OPPORTUNITY

<<<Back to Project Resources OVERVIEW The information in this section is designed to provide what you will need to add photo scanning to your portfolio of legacy services.  I-ASK has established a special arrangement with EZ Photoscan, one of the largest resellers of Kodak scanning equipment. The Media Digitizing Services pricing...
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HELPFUL DOCUMENTS

<<<Back to Project Resources OVERVIEW The documents listed below are valuable for many uses. Click on each link to vew the documents so you know what is available at your fingertips. More will be aded so check back often. Life Lessons Survey Great marketing tool Sign Up Sheet Use this to...
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BROCHURES AND COLLATERAL

<<<Back to Project Resources OVERVIEW You'll also find most of this collateral material in the related sections of Project Resources. We built this download page so you can find them here as a combined collection which may be easier to locate. BROCHURES, FLYERS AND HANDOUTS Living Legacy Project Handout Legacy Matters...
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LEGACY MATTERS ASSISTED LIVING WELCOME PROGRAM

<<<Back to Project Resources You must complete the Certified Legacy Advisor Training Course before you can qualify for this program. Lesson- 1  Lesson- 2 Lesson- 3 Lesson- 4 We have added a Legacy Matters Program for independent living communities for when the Welcome Program does not apply. Download the Powerpoint Presentation...
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LEGACY MATTERS FUNERAL PRE-NEED PROGRAM

<<<Back to Project Resources OVERVIEW The information below provides everything you need to offer the Legacy Matters Pre-need Program to funeral homes and/or mortuaries. Keep in mind that both of these industries account for approximately half of their sales by selling pre-need services. Many of their customers make pre-arrangements as part...
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I-ASK MEMBERSHIP INFORMATION

<<<Back to Project Resources When you help spread the word about the Living Legacy Project and help sell Archive Vaults and I-ASK Memberships we are able to grow the organization. An additional upside is that you can also earn income in the process and take advantage of new opportunities to grow...
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PROMOTING YOUR BUSINESS

Back to Project Resources PROMOTING YOUR BUSINESS PROSPECTING-  Presented by Dhyan Atkinson 5 Essential Skills to Find Clients- Part 1 5 Essential Skills to Find Clients- Part 2 WORKSHEETS Networking Worksheet Group Search Worksheet Existing Customers Worksheet Trade Show Booth Tips SOCIAL MEDIA Set up and promote on Twitter and Facebook...
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PRESS RELEASES

<<<Back to Project Resources   RECENT PRESS RELEASES LegacyStories.org Releases Legacy Builder Tool Chest to Make Legacy Planning Easy for Everyone New Course Trains Hospice Volunteers How to Record Patient Photo Stories Legacy Stories Launches Welcome and Assimilation Program for Assisted Living Residents Legacy Stories Launches the FamilySearch Tree Connect Feature...
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