For Financial Consultant eyes only!
Trust. Legacy. Care. (TLC) is a series of meaningful events designed to empower clients and their families with knowledge, tools, and resources to protect their future. From health and wellness to estate planning, TLC brings practical guidance in a warm, supportive setting.
TRUST. LEGACY. CARE
TRUST.LEGACY.CARE or TLC for short is a client-engagement initiative where YOU can invite YOUR clients to take important steps in safeguarding their future and wellbeing.
Through the event, clients will have the opportunity to complete their Lasting Power of Attorney (LPA), undergo Health Screenings, and receive Vaccinations — all in one convenient setting.
WHAT IS TLC?
PICK YOUR KEY
MINOR
A smaller scale event featuring only LPA services for your client.
Featuring ONLY:
LPA
TLC
MAJOR
TLC
A large scale TLC event featuring all the services we provide
Featuring services such as:
LPA
VACCINATIONS
HEALTH SCREENING
UPCOMING DATES
Services We Provide
WILL WRITING
Will Writing services for your clients to protect their legacy and estate.
LPA
Provide your clients with security as they assign a donee to manage their assets in the event that they are unable to.
HEALTH SCREENING
Invite your clients down for a complimentary health screening to make sure they are kept healthy and aware.
FREQUENTLY ASKED QUESTIONS
Q: What is the difference between TLC Minor and TLC Major?
A: TLC Minor is a small scale event where we provide LPA ONLY. Whereas during the bigger scale TLC Major events we provide all services.
Q: Why do I need to arrive 30 minutes before my prospect’s/client’s slot?
A: Arriving early allows your prospect or client to easily find you before their scheduled time. It also gives you a buffer to ensure all required documents are ready, and provides an opportunity to open a case or set an appointment with them if needed.