Family values are glue that can hold family together. Pair this flyer with the Legacy Portrait family meeting guide to help your clients document their family meetings, and keep track of their network of professionals – like their financial professional, accountant, lawyer, etc.
Questions to consider with the Legacy Portrait
Are clients’ wishes and end-of-life choices are understood?
Have topics frequently seen as “taboo” such as wills or estate plans been discussed?
Is there confusion around wealth transfer plans?
Have tough conversations been had in a safe space?
Have differing opinions on equity/fairness been discussed?
Are loved ones emotionally invested in the plan to ensure they’re good stewards of wealth, charitable giving desires, and legacy plans?
Are you planning a legacy that goes beyond money?
Have you strengthened family ties through shared values and vision?
Are loved ones’ minds at ease knowing their goals have been clearly communicated and understood?
Family values are glue that can hold family together. Help your clients share, document and celebrate those values so that when the time comes, their family can continue living out the legacy they established.
Family values are glue that can hold family together. The flyer below can be paired with the Legacy Portrait family meeting guide to help your clients record where their important files are safely stored, and how to get ahold of them quickly.
Family values are glue that can hold family together. Pair this flyer with the Legacy Portrait family meeting guide to help your clients document what they stand for as a family. Capture their mission statement, family values, long-term vision, and opportunities.
The 2020 Midland National Gen-to-Gen Retirement Study looked into the saving, spending and communication habits of four generations covering everyone from age 18-55+. Explore key learnings such as how consumers across each generation have the same retirement fears, and repeat the same financial and retirement mistakes.
It is becoming increasingly important for families to have end-of-life and legacy planning discussions to ensure transparency and a smooth transition. In our groundbreaking Gen-to-Gen research study, 39% of our respondents said their parents have never discussed their end-of-life plans with them. We sought to uncover why there’s so much lack of communication around this important topic.
Insurance products issued by Midland National® Life Insurance Company, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials for further details, specific features/options, and limitations by product and state.
Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for additional optional benefit riders or strategy fees associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index.