Legacy Planning Guide

Legacy planning is one of the most meaningful—and most avoided—conversations your clients need to have...

Make sure they leave with The Baby Boomer’s Guide to Legacy Planning.

Yes, please send me the 2026 client-handout reference pack (50) of The Baby Boomer’s Guide to Legacy Planning for only $217 (save $112), so I have copies to share with clients, prospects, and COIs throughout the year.

The Reference Guide

Dear Advisor,

People have a lifetime of assets—and experiences—to pass on. But too often, legacy planning never happens because it feels overwhelming or uncomfortable.

The Baby Boomer’s Guide to Legacy Planning helps clients take action with a clear, structured approach to organizing both their financial and personal legacy.

The Ultimate Takeaway for Boomer Clients

Give clients a meaningful, structured way to plan their legacy.

  • Planning for incapacity
  • Organizing important documents and records
  • Identifying and structuring assets
  • Choosing and reviewing beneficiaries
  • Understanding trusts and legal considerations
  • Passing down values, memories, and legacy

6 Reasons to Share This Guide

  1. You’re the expert. Reinforces your leadership.
  2. This affects everyone. Clients need guidance.
  3. It makes planning personal. Not just financial.
  4. Great marketing touch. Stay top-of-mind.
  5. Perfect handout. Use everywhere.
  6. Builds trust. Leads to referrals.

Order Your 50-Pack Today

Order your client reference handout pack today—50 copies for just $217.

Printed Hard Copies
Quantities and Discounts
Qty. Price Price per unit % of Savings
50 $217 4.34 34%
100 $388 3.88 41%
150 $532 3.55 46%
200 $684 3.42 48%
300 $968 3.23 51%
400 $1,262 3.16 52%
500 $1,512 3.02 54%

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning, and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)

 
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 ItemDescriptionQtyPriceDscNetTotal 
The Baby Boomer's Guide to Legacy Planning, 2026 4-panel, 2-sided, 8.5" x 11' client handout that walks readers through the six steps of legacy planning and explains the importance of acting now. (50 copies)
217.00 0.00 217.00 $217.00 X
  
Applicable tax and shipping will be calculated on the next page.
  
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$217.00
 

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