When you invest in our new Life & Legacy Planning Program you will also get a package of materials sent to you in the mail within a week (5-7 business days) after you purchase the program. Included in this package will be the following items:
- A welcome letter from Alexis Katz, our amazing visionary CEO.
- Your very own NLBM branded journal/notebook. This will be used throughout the program to log your thoughts and answers to the assigned homework.
- A spiral bound packet of engagement scripts. These are some of the longest resources included in the program and we know you will need these to practice by yourself and with your team. These are provided so you don't have to print them out yourself (unless you want additional copies).
- A sample Pre-meeting Package. This is provided so that you can see what you will be using with your clients.
- A sample Attorney Meeting Folder. This is provided so that you can see what you will be using with your clients.
- A copy of the Wear Clean Underwear Book. This book, written by our CEO Ali Katz is essential reading for anyone learning to do estate planning the NLBM way.