08 Sept 2021 - Simple and Effective Asset Protection with The Protector

It takes a long time to build family wealth but only a letter from a lawyer to destroy it in minutes. With more than $9 trillion of residential real estate in the hands of individuals, there is a lot of exposure to litigation, bankruptcy, family provisions claims and of course family law.

In this session for LightYear Docs users, accountants and financial planners seeking to provide a simple, effective and quick solution for clients, LightYear Docs have purpose-built a family wealth protection solution known as The Protector.

We will look at how to engage clients with our Protector email, letter and video - how to explain with clarity, what to charge and how to build. With average advising revenue of $3,000 - $5,000 per property this is one strategy to feel good about. Delivering a mission-critical solution to clients for good fee-paying revenue.

Please find slides and links sheet attached for your convenience. 

Links Sheet - The Protector Training

The Protector Training Slides