2 Powerful Estate Planning Conversation Topics from a New York Times bestselling book

This book has 2 Powerful Conversation Topics that You Can Use to Engage Clients thru Estate Planning…

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This title might be familiar…

It’s a famous book already. It’s called “The Five People You Meet in Heaven”

And essentially it’s about this old guy who dies on his 83rd birthday—and before he could actually go to heaven, he has to meet 5 people whose stories are connected to his life.

And that got me thinking…

There are actually important lessons here that we can connect to Estate Planning (and maybe use to explain and communicate the role of wealth distribution in our clients’ lives)

So here are the Top 2 Estate Planning Lessons you can get from “The Five People You Meet in Heaven”:

1️⃣ 𝗟𝗮𝘀𝘁 𝗠𝗲𝘀𝘀𝗮𝗴𝗲𝘀

The 5 people Eddie meets in heaven all had some important lesson they wanted to share with him.

Stuff they didn’t get to tell him before.

And they had conversations they didn’t get to have when they were still alive.

Now this is a nice idea of what heaven looks like…it kind of gives you hope that you’ll still have a chance to cover any important areas or topics you missed.

But what if this version of heaven doesn’t exist?

What if you don’t really get to meet the important people in your lives again?

Would you risk it or is there something you want to settle right now while you’re still alive?

That’s what Estate Planning is for.

You can use it as a tool to communicate your last wishes to your loved ones and ensure that your assets are distributed according to your wishes, minimizing the burden on your loved ones during an already difficult time. 

And it can provide an opportunity to designate beneficiaries, establish trusts, and make provisions for dependents—all of which are aimed at preserving your hard-earned wealth and protecting your family's financial future.

And that is something that we all need to settle while we are still in the pink of health.

Because very often, we think that we still have a lot of chances to do and say whatever we want—especially if we’re young and healthy, we think we still have many days left…

But what if something unexpected happens tomorrow? Or in the next five minutes?

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I’ll tell you right now, if this is a thought that you can make your clients realize…then doing Estate Planning will make a lot of sense to them. 

It will be easier for them to say “Oh okay yah this is important. Let’s do it and get it settled right away”

And that will give you an open window to bring value in this area of their lives.

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2️⃣ 𝗟𝗮𝘀𝘁𝗶𝗻𝗴 𝗜𝗺𝗽𝗮𝗰𝘁

Just like Eddie's encounters, Estate Planning allows us to reflect on our relationships and the legacy we leave behind. 

It helps us consider how our decisions today can shape the lives of our loved ones tomorrow. 

And that’s a powerful reminder that we have the ability to positively impact those we care about—long after we're gone.

Especially if you have kids who are still very young—most parents are concerned about this.

They’re concerned about how the kids will live, what their lifestyles will be, who will take care of them, what kind of money habits will they develop, how long will their inheritance last, and many other questions.

But with Estate Planning, you can include clauses so you can instill certain values into your kids and to make sure that they won’t just live off of their inheritance.

In short, you can help them build successful and financially stable lives.

So just imagine the kind of impact you can still have on your loved ones and all your other beneficiaries—this is the kind of legacy that will create a positive ripple effect on your family’s lives.

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And that’s another point that you can touch on when you talk about the importance of Estate Planning to your clients.

Because very often…it’s not just about money or assets.

It’s about the values and lessons they want to leave behind.

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I hope this helped you create a new conversation strategy to use when you talk about Estate Planning with your clients!

Have you read other books that you feel has lessons connected to Estate Planning?

Share them down below! Would love to give them a read :-)  

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#estateplanning

#book #lessons