LPI utilizes secure, proprietary applications to design and implement state-specific legal document solutions including Wills, Trusts, Powers of Attorney, LLCs and Corporations. LPI’s turn-key, Web-based platform enables Financial Institutions, including Banks, Credit Unions and Broker/Dealers, to deliver a wide variety of Estate, Business and Asset Protection planning solutions to Clients and Members simply by subscribing to our Life Planning service.

Contact LPI for more information on how you can enhance the value of your brand and deepen your client relationships by offering a custom-tailored Life Planning Program.

Financial Institution Life Planning Program

Our Financial Institution Life Planning Program is designed to bring the best practices of top tax and estate planning professionals to a broader market, helping hundreds of thousands of families and business owners achieve their estate, business, and asset protection planning goals, quickly, easily and cost-effectively.

Trained Life Planning Advocates (LPAs) use collaborative, Web-based tools to satisfy the growing public demand for estate and business planning solutions. As a result, partnering with LPI allows financial institutions and other trusted intermediaries to create stickier, deeper, intergenerational relationships with their constituents and gain a distinct competitive advantage within their space by offering an ultra-high perceived-value service at a competitive price.

LPI’s streamlined approach has been adopted by leading financial institutions to help their patrons achieve success – and peace of mind – in some of the most important and challenging aspects of their personal and financial lives: business, estate and asset protection planning.

Contact LPI for more information on how you can enhance the value of your brand and deepen your client relationships by offering a custom-tailored Life Planning Program.

Financial Institution Life Planning Program

According to a 2018 Accenture study, a significant transfer of wealth is now underway, with $30 trillion expected to pass between generations by 2045. A recent AARP survey indicates that just 3 million families have the proper combination of Wills, Trust and Powers of Attorney needed to avoid common problems like Probate and family disputes. Another 30 million families need the help of a trusted intermediary, like their Bank, Credit Union, Broker/Dealer or Financial Adviser in order to achieve their estate, business and asset protection planning goals, and the peace of mind that comes from proper planning!

The estate planning market is currently underserved due to the limited availability and high cost of legal expertise in the area of tax and estate law. According to the American Bar Association, only 3% of attorneys are competent in the complex, constantly changing area of tax and estate law. Bona-fide experts often command fees of $5,000 or more for a comprehensive Estate Planning package. LPI delivers the same level of legal competence better, faster and more cost-effectively.

Contact LPI for more information on how you can enhance the value of your brand and deepen your client relationships by offering a custom-designed Life Planning program.

Financial Institution Life Planning Program

Financial Institutions are becoming increasingly adept at leveraging their brand affinity with new programs that enhance revenues and deepen client relationships. Our strategic channel distribution partners help attract future satisfied participants via social media marketing, in-branch POS promotion and employee-driven word-of-mouth.

Consumers are more comfortable working with trusted professionals referred to them by their Financial Institution or other trusted adviser or intermediary. Offering clients value-added legal and financial services helps you to develop and maintain closer, deeper relationships with clients and their assets, attract more ideal clients, achieve higher customer satisfaction and share in new sources of revenue.

Satisfied clients contribute to our mission of advocacy through personal referrals to people they care about. As a result, they bring more ideal clients to your institution and affirm the quality of our products and services, the integrity of our people and our commitment to excellence and innovation in all that we do.

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