My Living Legacy Questionnaire
Fabulous resource which invites individuals to begin their legacy planning journey. This high quality, comprehensive 23-page booklet offers profound questions, presented in a structured, thought-provoking order focusing on life lessons, relationships, values and beliefs.
Reflects upon:
- Childhood Lessons
- Adult Experiences
Strengthens Relationships with:
- Spouse/Partner
- Children/Stepchildren
- Children-in-Law
- Grandchildren
- Other Special People
Clarifies:
- Money
- Spirituality
- Health & Physical Life
- Career
- Life Purpose
Used around the country by professional advisors and Not-for-Profit personnel to help clients/donors clarify their mission, vision and life purpose, this 8½ x 11 inch booklet is filled with inspirational quotes and photos and uses rich colors on high-quality paper stock.
To order the My Living Legacy Questionnaire, visit our Online Store.
Advisory Disclosure:
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Securities, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
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